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Clients to register & submit their tax returns from your own website!

Get your own Individual Tax Return Client Portal onto your website

Provide seamless and professional tax return service online, anywhere, anytime with GovReports iTax Portal. No longer will you need to wait for your clients to come to see you in office to do the tax return.

Clients to submit tax return and substantiation documents, with auto notification and IITR tax return form filling for you to review and lodge to ATO.

Transform Your Practice

Transform Your Practice

  • Accessible from anywhere, any time with internet
  • Interact directly with your clients and effectively from within the platform
  • No paper, mail, or email with attachments…
  • Auto TFN validation with ATO
  • Seamless integration with GovReports tax platform for review and lodgement
  • Monitor lodgement progress
  • Store registration and tax return data for return customers
  • Fully secured via SBR
  • Data privacy
  • All portal or internal email communication with your clients can be kept for future references
  • Automatic update or changes in tax system

Interact with clients from within the platform

You will no longer need to make appointments and wait for clients in office. Your clients can submit their tax return information in their leisure time and you can review and lodge even while you are on holiday or at home during the lockdown.

Interact with your clients directly and effectively

Frequently Asked Questions

  • How do I get started?

    You must have a valid TPB tax agent license number and have your own website to connect with iTax portal. GovReports tax agent registration for On Demand or Savvy Practice package is required to set up your account.
  • What is the cost to have iTax Portal?

    The annual cost to have iTax Portal service is $5500 GST inclusive.
  • Is there limit of tax returns to be lodged?

    There are no limit of how many tax returns are submitted to you by clients. If you have the GovReports Savvy Practice account, tax returns data submitted by your clients are prefilled directly into the individual tax return form ready for you to review and submit to tax office when ready. If you are on the On Demand package, tax returns submitted by your clients will be prefilled in the saved reports for you to review and proceed to lodgements with pay per lodgement price for tax returns in GovReports. Alternatively, you can re enter the data into your other tax software for lodgement.
  • How many tax preparer users can be on the system for lodgment at a time?

    The GovReports tax agent’s Savvy Practice or On Demand plan has one user access. We don’t restrict how many logins with same username and password at any time as long as you meet the 2 factor authentication process requirement. However, for security, control and practice management, we recommend that you set up additional user licenses and allocate to staff to have access to selected clients and or tax return form.
  • How many clients can I have?

    You can have unlimited number of clients and only pay for the annual fee.
  • How many client users are able to sign on at a time?

    There are no limit to number of client users signing on at a time, which will very much depend on their internet access and your website’s internet hosting service.
  • Does iTax Portal generate username and password for client signing up for the tax agent service?

    The first time your client sign up from your website via iTax Portal, they will be able to choose their own login details which is normally their email address and nominate own password.
  • On subsequent years, will the client details be available for update with new tax return submission ?

    Client can use the same login to submit subsequent year tax return and access to their previous year tax returns record provided your website service is still in service. Tax agents will also have record of their clients and all their tax returns submitted for rollover and prepare subsequent years tax returns.
  • How do I know when a client has signed on and submitted details for my tax return service?

    When your client sign up and completed their tax return application, they have the option to submit tax return to you for revision. When this is done, you will be notified by email.
  • How do clients submit their substantiation document with their tax return?

    Client can attach their substantiation documents which are added to the iform.
  • Can I prepare multiple years returns at the same time?

    You can prepare multiple year tax returns from 2012 onward.
  • Does the client need to sign the tax payer’s declaration before submitting the tax return?

    Client can tick the tax payer's declaration at the time of submitting the form online to the tax agent. However, a soft copy of the signed pages should be attached, authorising the tax agent to lodge your return electronically as part of the compliance process.
  • What is required to signup & use your software for tax returns?

    You must be a Registered Australian Tax Agent with a valid tax agent number associating with registered business (ABN) and complete the SBR ATO software nomination process to lodge online via GovReports.
  • What do I need to do when I need to raise questions to clients for outstanding information?

    iTax Portal enables 2 ways communication enabling you to review tax return form submitted by the client and raise queries while going through the form. Client will receive the queries you raise via email which are directly updated on the tax return from their login and vice versa. Client can answer the queries you raise and update the tax return directly from their login.
  • Does iTax Portal have inbuilt all schedules to meet my client lodgment requirement?

    iTax Portal is fully equipped with all schedules to meet your clients requirement. If in doubt, please contact our support team.
  • Does iTax Portal provide payment option from clients for lodging tax return?

    iTax Portal does not provide payment option for your clients when submitting their tax return requesting for your service. You may wish to make payment arrangement according to your business practice.