Tax Practitioner - Practice Management (TPPM)

This page contains information and artefacts for web services that enable a Tax Practitioner (TP) to manage their practice information with the ATO.

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.

The web services developed to date are:

• Lodgment Program (LDGPRGM)
• Manage Agent Trust (MAT)
• Tax Practitioner Client Management Reports (TPCMR)

Lodgment Program (LDGPRGM)

Lodgment Program Statistics (LDGPRGM) service allows Tax Agents to:

• Track current years progress towards meeting their lodgment program benchmarks for income tax and fringe benefit tax lodgments
• View the previous two years income tax and fringe benefit tax lodgment outcomes

The web service messages are exchanged using the ATO ebMS3 protocol with the message payload constructed using the XML format.

LDGPRGM.0001 (2018)

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Manage Agent Trust (MAT)

The Manage Agent Trust (MAT) service allows a Tax Agent to create, maintain and remove a Tax Practitioner's trust account.

Upon providing details of their trust account, this will then enable the Tax Practitioner to receive the EFT reconciliation report which shows details of each EFT refund sent to the tax agent's or BAS agent's nominated trust account. Refer to the Tax Practitioner Client Management Reports MIG (TPCMR) for EFT reconciliation report for implementation details.

The web service messages are exchanged using the ATO ebMS3 protocol with the message payload constructed using the XBRL format.

MAT.0001 (2015)

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Tax Practitioner Client Management Reports (TPCMR)

Tax Practitioner Client Management Reports (TPCMR) is a suite of services based on those currently available through the Electronic Lodgment Service (ELS) and provides the following:

1.   Manage Report Subscription - allows for the addition or deletion of a subscription to the following report:

• Electronic Funds Transfer Subscription (which enables the tax practitioner to receive the EFT reconciliation report which provides details of each EFT refund sent to the tax agent's or BAS agent's nominated trust account).

2.   On Demand Report - allows for the request of a specific report to be generated. The following reports can be requested On Demand/ad-hoc basis:

• Activity Statement Client - provides tax practitioners with information about their client's Activity Statement lodgments.
• Activity Statement Lodgment - provides tax practitioners with information about their client's Activity Statement lodgments and relevant Document Identification number [DIN] information.
• List Income Tax Return - provides tax practitioners with information about their client's income tax lodgments.

3.   Get Report - allows the tax practitioner to retrieve a generated report that can include either a subscribed, compulsory or on demand report. In addition to the subscribed and on demand reports, the following compulsory report can be retrieved:

• Income Tax Lodgment Performance Report - provides tax practitioners with statistical information regarding the status and number of tax lodgments lodged during a lodgment period. The generation of these reports to tax practitioners will be initiated by the ATO periodically or at specific points in time when required. Tax practitioners do not have the choice to opt-out from receiving compulsory reports.

The web service messages are exchanged using the ATO ebMS3 protocol with the message payload constructed using the XBRL format.

TPCMR (2014)

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