The purpose of this document is to provide information that will assist digital service providers in understanding the business context surrounding the account role registration suite: View account roles Add account roles Maintain account roles Remove account roles The services allow users to view and maintain details on the below activity statement registrations as defined throughout the document: GST – Goods and Services Tax LCT – Luxury Car Tax FTC – Fuel Tax Credits WET – Wine Equalisation Tax PAYGW – Pay as you go Withholding DGST – Deferred Goods and Services Tax FBTI – Fringe Benefit Tax Instalments PAYGI – Pay as you go Instalments PAYGI (CGH) – Pay as you go Instalments, Consolidated Group Head Note: In ATO systems, client details are stored in a hierarchical order (CAR). Registrations are held at the Role level and will be referred to as Roles and/or Role registrations throughout the document. C – Client Level A – Account Level R – Role Level The document defines interactions with the Australian Taxation Office (ATO) that are available to Tax Practitioners acting on behalf of individuals and non-individuals, Businesses and Business Intermediaries through SBR enabled software ebMS3 platform with a message format of XML. The document also explains any constraints and known issues with the use of these interactions. The account role registration suite of services provides new functionality and additional enhanced functionality to the existing client update suite of services (CUMAS) in XBRL. To support this service, the Client Account List Service is required. (CLNTACC and CLNTACCSUM) Additionally, the ATO recommends the use of the CUADDR, CUFI and CUAUTHDCNTCT services to update the client demographic details. This ensures that the contact details for the integrated client account are correct and up to date. The audience for this document is any organisation that will be building any ATO SBR services into their products. Typically this will be software application developers and business analysts. The Account role registration Business Implementation Guide forms part of the broader suite of documents used by the ATO to describe or interpret how the technical implementation relates back to the business context and process. This document is designed to be read in conjunction with the ATO SBR documentation suite including the:
GST LCT WET FTC PAYGW PAYGI accrole.0001.2017.cancel Remove the activity statement roles on the Integrated Client Account: GST LCT WET FTC PAYGW PAYGI Y Y clntacc.0001.2017.list View client account details for tax and superannuation accounts, including ANZSIC code and due and payable amounts. The interest amount for the account can be forecast to a future date where applicable. Y Y clntaccsum.0001.2017.list View client account details for tax and superannuation accounts, including ANZSIC code and payment plan ID. Y Y Table 1: Interactions available for account role registration services List client account roles Client, Intermediary or Tax/BAS Agent SBR service interaction View current account roles Add a new role to the account Figure 1: SBR interactions (relationship between the services) process
Update account role Figure 2: SBR interactions (relationship between the services) process Interaction Mandatory Service Orchestration 1 Client Account list services (CLNTACC.list or CLNTACCSUM.list) No Account ID or Account Sequence Number of the Integrated Client Account (ICACC) can be obtained from either of the client account list services 2 Account Role list services (ACCROLE.list or ACCROLESUM.list) No The list of existing account for the specified ICACC account can be reviewed 3 Get Account Role detail (ACCROLE.get) No The account ID or account sequence number must be specified. 4 Account Role Update (ACCROLE.ValidateUpdate) No The validate service action may be used to verify the proposed change 5 Account Role Update (ACCROLE.Update) Yes The account ID or account sequence number, and the role type must be specified. Table 3: Retrieve and update account role service orchestration List client accounts Client, Intermediary or Tax/BAS Agent SBR service interaction List client account roles
Date entered is pre the last day of the previous reporting period. (Request Date < last day of previous reporting period) No AS history for current period exists or AS for current period reflect as: GEN DSP, HELD, DISC No Dates outside current reporting period cannot be accepted through online service Yes Date to be provided: The period end date of previous reporting period (i.e. 30, 31) *Refer Alternative Date Table Cannot enter a date prior to current period (prior to end date of previous reporting period) AS for current period reflect as RCVD, FIN, CANC No – Cannot be undertaken through online services Yes Date to be provided: Current date. Cannot a cancellation date in a period prior to current period if the current period has AS lodged. Table 9: Date of effect
Account Role Get accrole.0001.2017.get Retrieve a list of current details for selected roles Account Role Add accrole.0001.2017.submit Add a role Account Role Maintain accrole.0001.2017.update Maintain a role Account Role Cancel accrole.0001.2017.cancel Cancel a role Client Account List clntacc.0001.list Retrieve the ANZSIC code, due and payable amounts and interest amounts for the accounts Client Account List Summary clntaccsum.0001.list Retrieve the ANZSIC code and payment plan id for the accounts Table 11: service permissions The below table references the SBR service to the relevant permission in Access Manager: Interaction Initiating Party Client Type Access Manager Permission Permission UI label accrole.0001.2017.list Business Individuals in business Non-individuals Tax Roles View Business Intermediary Tax Agent Non-Individuals Individuals [Client.Tax.Roles.View] Tax Roles View BAS Agent accrolesum.0001.2017.list Business Individuals in business Non-individuals [Tax.Roles.View] Tax Roles View Business Intermediary Tax Non-Individuals Individuals Tax Roles View BAS Agent accrole.0001.2017.get Business Individuals in business Non-individuals [Tax.Roles.View] Tax Roles View Business Intermediary Tax Agent Non-Individuals Individuals [Client.Tax.Roles.View] Tax Roles View BAS Agent accrole.0001.2017.submit Business Individuals in business Non-individuals [BR.RoleLinks.Change] Registration Details Add/Update Business Intermediary Tax Agent Non-Individuals Individuals Registration Details Add/Update BAS accrole.0001.2017.update Business Individuals in business Non-individuals [BR.RoleLinks.Change] Registration Details Add/Update Business Intermediary
Tax Agent Non-Individuals Individuals Registration Details Add/Update BAS Agent accrole.0001.2017.cancel Business Individuals in business Non-individuals [BR.RoleLinks.Change] Registration Details Add/Update Business Intermediary Tax Agent Non-Individuals Individuals Registration Details Add/Update BAS clntacc.0001.list Business Individuals in business Non-individuals [Account.View] Account details View Business Intermediary Tax Non-Individuals Individuals [Client.Account.View] Account details View BAS Agent clntaccsum.0001.list Business Individuals in business Non-individuals [Account.View] Account details View Business Intermediary Tax Agent Non-Individuals Individuals [Client.Account.View] Account details View BAS Agent Table 12: Access Manager permissions