Client 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 intermediaries to manage their client’s 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:
- Relationships – Allows an agent or payroll provider to search for a new client, list clients with an existing relationship and add or remove a relationship at the client level, account level and/or specific role level
- Demographic Information – Allows users to list and update addresses, client details, financial institution details, authorised contacts and list associates
- Communication preferences – Allows an agent to set, maintain, view and list communication preferences for their practice and their clients. Allows a business intermediary or business client to view communication preferences
- Client communication – Allows an agent to list and view client communication.
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.
Relationships
Service Name: Client Update Relationship (CUREL)
| Service Version | 0004.2018 |
|---|---|
| Service Actions |
Submit – Allows registered agents (including Payroll providers) to add Client Agent Relationship links at the client level, account level and/or specific role level. Validate – Allows a client to agent relationship submit request to be validated. Remove – Allows registered agents (including Payroll providers) to remove Client Agent Relationship links at the client level, account level and/or specific role level. Validate remove – Allows a client to agent relationship remove request to be validated. List – Allows registered agents (including Payroll providers) to retrieve a list of relationships for all clients or a specific client. Search – Allows registered agents (including Payroll providers) to search for a new client prior to adding a relationship. |
| Name | Version number | Status | Size | Published date |
|---|---|---|---|---|
| ATO CUREL 2018 Business Implementation Guide (DOCX) | 2.0 | Final | 282KB | 16 August 2018 |
| ATO CUREL.0004 2018 Package v1.4 Contents (DOCX) | 1.4 | Final | 208KB | 17 August 2023 |
| ATO CUREL.0004 2018 Package v1.4 (ZIP) | 1.4 | Final | 2.10MB | 17 August 2023 |
Demographic Information
Service Suite: Client Update Demographics (CUDEMOGR) 2016
Service Name: Client Update Address Details (CUADDR)
| Service Version | 0003.2016 |
|---|---|
| Service Actions |
List – Allows a request to retrieve a current/historical list of client addresses (geographic, telephonic, electronic and authorised contacts) at client or account level. Validate – Allows a client address update request to be validated. |
Service Name: Client Update Associates (CUASSOC)
| Service Version | 0001.2017 |
|---|---|
| Service Actions | List – Allows a request to retrieve a list of associated entities for a specific client. |
Service Name: Client Update Authorised Contacts (CUAUTHCNTCT)
| Service Version | 0001.2017 |
|---|---|
| Service Actions | Submit – Allows a request to update the authorised contact details at client or account level. Validate – Allows an authorised contact detail update to be validated. |
Service Name: Client Update Details (CUDTL)
| Service Version | 0003.2017 |
|---|---|
| Service Actions |
Submit – Allows a request to update a client profile of individual and non-individual clients. Validate – Allows a client profile update to be validated. |
| Service Version | 0003.2016 |
|---|---|
| Service Actions | Get – Allows a request to view a client profile of individual and non-individual clients (name, date of birth, not for profit indicator, superannuation indicators as examples). |
Service Name: Client Update Financial Institutions (CUFI)
| Service Version | 0003.2016 |
|---|---|
| Service Actions |
Submit – Allows a request to update the client’s financial institution details. Validate – Allows a financial institution detail update to be validated. List – Allows a request to view a current/historical list of client financial institution details. |
| Name | Version number | Status | Size | Published date |
|---|---|---|---|---|
| ATO CUDEMOGR 2016 Business Implementation Guide (DOCX) | 1.3 | Final | 321KB | 27 February 2020 |
| ATO CUDEMOGR 2016 Package v1.6 Contents (DOCX) | 1.6 | Final | 223KB | 17 August 2023 |
| ATO CUDEMOGR 2016 Package v1.6 (ZIP) | 1.6 | Final | 4.0MB | 17 August 2023 |
Communication Preferences
Service Name: Communication Preferences (COMMPREF)
| Service Version | 0001.2019 |
|---|---|
| Service Action |
Submit - Allows Tax Agents and BAS Agents to maintain their client's communication preferences and their default practice communication preferences.
List - Allows Tax and BAS agents to retrieve a list of their clients based on communication preference filters. |
| Name | Version number | Status | Size | Published date |
|---|---|---|---|---|
| ATO COMMPREF.0001 2019 Package v1.0 Contents (DOCX) | 1.0 | Final | 229KB | 3 June 2021 |
| ATO COMMPREF.0001 2019 Package v1.0 (ZIP) | 1.0 | Final | 4.86MB | 3 June 2021 |
| ATO COMMPREF.0001 2019 Business Implementation Guide (DOCX) | 1.0 | Final | 214KB | 16 June 2022 |
Client Communication
Service Name: Client Communication (CLNTCOMM)
| Service Version | 0001.2020 |
|---|---|
| Service Action | List – allows a registered agent to request and retrieve a historical record of client communications for a single client, multiple clients or all their clients. Get - allows a registered agent to request and retrieve a client communication item. |
| Name | Version number | Status | Size | Published date |
|---|---|---|---|---|
| ATO CLNTCOMM.0001 2020 Package v1.6 Contents (DOCX) | 1.6 | Final | 227KB | 6 Febuary 2025 |
| ATO CLNTCOMM.0001 2020 Package v1.6 (ZIP) | 1.6 | Final | 942KB | 6 Febuary 2025 |
| ATO CLNTCOMM.0001 2020 Business Implementation Guide (DOCX) | 1.1 | Final | 143KB | 24 April 2025 |