Account Management (ACCMGT)

Account Management is a sub-domain of Obligation Management (OBLMGT). This page contains information and artefacts for Digital Service Providers (DSPs) who have or are interested in developing web services that enable a business or their intermediary to manage their account and role information with the ATO. The services described below are only deployed on the SBR ebMS3 platform.

For ease of use, services have been organised into the following business processes:

  • Account details – Allows users to list Tax and Superannuation accounts.
  • Role details – Allows users to list, retrieve, add, update and cancel Activity Statement roles, along with providing a view of Superannuation roles.
  • Transactions – Allows users to list ATO financial transactions for a particular account or role.

The ATO provides a number of common artefacts and reference documents to support DSPs (such as the ATO Service Registry and the ATO Service Support Versioning Strategy). These can be found here.

Account details

Suite Name: Client Account (CLNTACC) 2017

Service Name: Client Account Summary (CLNTACCSUM)

Service Version 0001.2017
Service Actions List – Provides a list of ATO account information for a particular client including account balance, account type and account name.

Service Name: Client Account (CLNTACC)

Service Version 0001.2017
Service Actions List – Provides a list of ATO account information including the due and payable amount. The interest amount for certain accounts can be forecast to a future date.
Name Version number Status Size Published date
ATO CLNTACC 2017 Business Implementation Guide.docx 1.1 Final 276KB 15 March 2018
ATO CLNTACC 2017 Package v1.1.1 Contents.docx 1.1.1 Final 237KB 26 April 2018
ATO CLNTACC 2017 Package v1.1.zip 1.1 Final 334KB 18 January 2018

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Role details

Service Suite: Account Role (ACCROLE) 2017

Service Name: Account Role Summary (ACCROLESUM)

Service Version 0001.2017
Service Actions List – Provides a list of current and historical ATO role summary information for an Activity Statement account.  A list of Superannuation role types can also be provided.

Service Name: Account Role (ACCROLE)

Service Version 0001.2017
Service Actions

List – Provides a list of ATO role information for an Activity Statement account. A list of Superannuation role types can also be provided including the due and payable amount. The interest amount for certain roles can be forecast to a future date.

The actions below relate specifically to Activity Statement roles (e.g. GST, WET, LCT, FTC, PAYGW and PAYGI):

Get – Allows an initiating party to retrieve details for selected activity statement roles.

Submit – Allows an initiating party to add Activity Statement roles.

Cancel – Allows an initiating party to cancel Activity Statement roles.

Validate cancel – Allows an initiating party to validate the cancellation of Activity Statement roles.

Update – Allows an initiating party to update Activity Statement roles.

Validate update – Allows an initiating party to validate the update of Activity Statement roles.

Name Version number Status Size Published date
ATO ACCROLE 2017 Business Implementation Guide.docx 2.0 Final 417KB 17 May 2018
ATO ACCROLE 2017 Package v1.1 Contents.docx 1.1 Final 254KB 17 May 2018
ATO ACCROLE 2017 Package v1.1.zip 1.1 Final 3.60MB 17 May 2018

Service Suite: Client Update Manage Activity Statement Role (CUMAS) 2017

Service Name: Client Update Manage Activity Statement Role Add (CUMASADD)

Service Version 0003.2017
Service Actions Submit – Allows a tax practitioner, Business or Intermediary to add an Activity Statement role.

Service Name: Client Update Manage Activity Statement Role Cancel (CUMASCANCEL)

Service Version 0003.2017
Service Actions Submit – Allows a tax practitioner, Business or Intermediary to remove lodgment obligations against an existing Activity Statement role.
Name Version number Status Size Published date
ATO CUMAS 2017 Package v1.5 Contents.docx 1.5 Final 234KB 17 May 2018
ATO CUMAS 2017 Package v1.5.zip 1.5 Final 19.8MB 17 May 2018

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Transactions

Service Name: Transaction List (TXLST)

Service Versions 0002.2016
Service Actions List – Returns the complete list of financial transactions based on the statement of account view. Transactions can also be requested based on transaction run mode (normal or aggregate), processed date, effective date, sort order.
Name Version number Status Size Published date
ATO TXLST.0002 2016 Package v2.3 Contents.docx 2.3 Final 233KB 15 November 2018
ATO TXLST.0002 2016 Package v2.3.zip 2.3 Final 433KB 15 November 2018

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Last updated: 
15 November 2018
Page ID: 
342