Australian Taxation Office
Australian Taxation Office (ATO) App The ATO app makes managing your tax and super affairs easier than ever, providing a simple and convenient way to handle your finances on the go. Whether you're tracking your tax return, managing superannuation, or accessing essential tools, the ATO app streamlines your experience. Key Features: Track Your Tax Return: Follow your 2023-24 tax return from start to finish, check prefill information, and monitor the progress and outcome of your return. Manage Lodgments and Payments: View due dates for lodgments and payments in real-time, and seamlessly action them through ATO Online. Secure Login: Set up secure login using your device’s security features, such as face and fingerprint recognition, for easy access to your information. Superannuation Overview: Get an overview of your super balance and accounts, and view your employment income and super contributions from your employers. Tax Accounts Management: Access your tax accounts, view transactions, create payment plans, and make payments directly from the app. Personal and Business Details: Check your personal details, business information (for sole traders), and registered agent’s details. Popular Tools: myDeductions: Record work-related expenses and income (for sole traders). At tax time, easily upload your records to your tax return or share them with your tax agent. Tax Withheld Calculator: Calculate the amount of tax to withhold from salary and wage payments. ABN Lookup: Search for an Australian Business Number (ABN). Business Performance Check: Compare your business with others in your industry using the latest small business benchmarks. The ATO app offers a secure and efficient way to manage your tax and superannuation, with a range of tools and features designed to simplify your financial management.
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Australian Taxation Office (ATO) App User Guide Welcome to the ATO app, your go-to tool for managing your tax and superannuation affairs easily and efficiently. This guide will help you get started and make the most of the app’s features. Getting Started Download the App: Visit the App Store (iOS) or Google Play Store (Android) and search for “Australian Taxation Office.” Tap “Install” to download and install the app on your device. Link Your myGov Account: Open the app and log in using your myGov credentials. Ensure your myGov account is linked to the ATO for a personalized experience. Follow the prompts to set up secure login using your device’s security features, such as face recognition or fingerprint ID. Navigating the App Home Screen Overview: After logging in, the home screen provides an overview of your tax and superannuation details. From here, you can access different sections of the app, including your tax return, super balance, and various tools. Tracking Your Tax Return: Tap on “Track My Tax Return” to view the progress of your 2023-24 tax return. Here, you can check prefilled information, monitor the status, and see the final outcome once processed. Managing Lodgments and Payments: Under “Lodgments & Payments,” you can view due dates for lodgments and payments in real-time. If action is required, the app provides a direct link to ATO Online, where you can complete your lodgment or payment. Superannuation Management: Access the “Super” section to get an overview of your superannuation accounts and balance. You can also view your employment income and super contributions made by your employers. Viewing Tax Accounts: In the “Tax Accounts” section, you can view your tax accounts, see transaction details, create payment plans, and make payments directly through the app. Managing Personal and Business Details: Check your personal information, business details (if you’re a sole trader), and registered agent’s information in the “Personal & Business Details” section. You can update these details as necessary. Using Popular Tools myDeductions: Record your work-related expenses, and if you’re a sole trader, also track your income. At tax time, you can easily upload these records to your tax return or share them with your tax agent. To start using myDeductions, go to the “Tools” section and select “myDeductions.” Follow the prompts to add expenses or income. Tax Withheld Calculator: Calculate the amount of tax to withhold from salary and wage payments. Access this tool in the “Tools” section, select “Tax Withheld Calculator,” and enter the necessary details to get an accurate calculation. ABN Lookup: Search for an Australian Business Number (ABN) to verify the registration details of businesses. You can find this tool under the “Tools” section. Business Performance Check: Compare your business’s performance with others in your industry using the latest small business benchmarks. This tool is located in the “Tools” section and is particularly useful for sole traders and small business owners. Security and Privacy Secure Login: For added security, ensure you have set up biometric login (Face ID or Fingerprint ID) through the app’s settings. This feature adds an extra layer of protection to your account. Managing Notifications: Customize your notification settings to receive alerts about important tax deadlines, updates on your tax return, and other relevant information. Notifications can be adjusted in the “Settings” menu. Usage Data: The app can automatically send usage data to help improve the app’s functionality. This data is anonymous and does not identify you. You can choose to turn this feature off in the “Settings” section if you prefer. Support and Assistance Help and Support: If you encounter any issues or have questions, the “Help” section within the app provides access to FAQs, guides, and contact options for ATO support. Live Chat and Phone Support: For more immediate assistance, you can use the live chat feature (available during business hours) or call the ATO directly through the app. Tips for Using the App Regularly Check Your Tax Return Status: Keep an eye on the progress of your tax return to stay informed and address any issues promptly. Record Expenses with myDeductions: Use the myDeductions tool throughout the year to simplify your tax return preparation. Utilize Super Tracking: Monitor your super contributions and balances to ensure your retirement savings are on track.
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