Adding a user to the ATO Portals is processed in ATO RAM (Relationship Authorisation Manager). Once a user is added from ATO RAM, the access level to the various Government Portals is then managed in ATO Access Manager. Different options and restrictions can be assigned to the user depending on the task requirements.

The user needs to have an existing MyGovID account set up on their phone to be able to access Online Services. 

Access to Online Services may include ATO Online Services for Agents, QLD Government, Revenue Victoria (Payroll Tax) and the ATO Small Business Clearing House.

Add a User to Online Services for Agents

1. Log in to ATO Access Manager at: https://www.authorisationmanager.gov.au/#/login using your MyGovID
2. Click on View or manage authorisations, machine credentials and cloud software applications
3. Select Evolution Cloud Accounting Pty Ltd
   
   è  ATO Relationship Authorisation Manager
   
   
4. Click on [Add new user]
   
   è  The Representative Type screen opens
   
   
5. Select Standard user and click on [Continue]
   
   è  The Add Authorisation - Representative details screen opens
   
   
   
6. Enter the User details and click on [Continue]
   
   è  The Add Authorisation - Authorisation details screen opens
   
   
7. Select/Enter the following details:
   • Do you want the representative to be an Authorisation administrator > Select: No
   • Do you want the representative to be a Machine credential administrator > Select: No
   • Start Date > Confirm the current date
     Note: you can only select the current date or a future date
   • No end date > Select this option
8. Click on [Continue]
   
   è  The Add Authorisation - Agency access screen opens
   
   
   
   
9. Select the Custom Option for the following Government Portals:
   • Australian Taxation Office
   • Revenue Office - Victoria
   • Queensland Government
10. Click on [Continue]
    
    è  The Add Authorisation - Summary screen opens
    
    
    
11. Select the declaration and click on [Submit]
    
    è  A confirmation screen is displayed
    
    
    
12. Click on [Continue]
    
    è  The Add Authorisation - Customise access screen opens
    
    
    
13. Click on ATO Access Manager
    
    è  ATO Access Manager
    
    
    
    
14. Click on [Assign RANs]
    
    è  ATO Access Manager - Tax practitioner access screen opens
    
    
    
15. Select Evolution Cloud Accounting's Registered Agent Number and click on [Save]
16. In the Permissions section select the [Business] Tab and make sure no permission is granted for the Business
    
    è  ATO Access Manager - My Clients Permissions section
    
    
    
    
17. Select the [My clients] Tab and enable the following options:
    • Employees who prepare and lodge Activity Statements & Super Payments
      • ATO Transactions > Payroll event form (View)
      • Client Details > Clients (View & Add/Update)
      • Client Details > Account Details (View & Add/Update)
      • Client Details > Registration Details (View & Add/Update)
      • Client Details > Financial and payment details (View & Add/Update)
      • Client Details > Tax Roles (View)
      • Payment and Refunds > Payment plans 
      • ATO Services
      • ATO Transactions > Activity Statements (View / Prepare / Lodge / Revise)
      • ATO Transactions > Small business super clearing house (View / Lodge )
        
      • ATO Transactions > Taxable payments annual report (Prepare / Lodge)
    • Employees who prepare and lodge Super Payments only
      • ATO Transactions > Payroll event form (View)
      • Client Details > Clients (View & Add/Update)
      • Client Details > Account Details (View & Add/Update)
      • Client Details > Registration Details (View & Add/Update)
      • Client Details > Financial and payment details (View & Add/Update)
      • Client Details > Tax Roles (View)
      • ATO Services
      • ATO Transactions > Small business super clearing house (View / Lodge )
18. Click on [Save]