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Access Tax - Quick Start User Guide

Updated this week

To complete and lodge your client's tax forms from Access Tax, you will need to:

  1. Activate your Access Tax account and create a password.

  2. Configure your Practice settings. You can have more than one Practice associated with your login.

  3. Log in to the ATO Access Manager (www.am.gov.au), then select Access Tax as your hosted software service provider.

  4. Enter taxpayer details into the Access Tax Client Database.

  5. Attach the required tax forms to the clients, then complete them.

  6. Lodge the forms with the ATO via SBR.

For more information, refer to the Access Tax Quick Start Guide.

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