View a walk-though of the customer portal


We've produced some videos that may help you learn how to use the R&DTI customer portal.

Introduction to the R&DTI customer portal

 

Overview of projects and activities section

 

Portal access for yourself as principal authority


As a principal authority of a company, you must first link your myGovID to the company's ABN. You must do this before you can authorise access to the customer portal for yourself or anyone else.

If this has not been done for your business before, you can do this yourself as a principal authority:

You can find additional help and support on the Relationship Authorisation Manager help page including contact details.

Authorising portal access for your staff


The principal authority or authorisation administrator for your company will need to authorise staff to access the customer portal. This will make them an authorised user.

  1. Request the staff member to set up their myGovID.
  2. Ask the staff member for their full name as used for their myGovID, as well as their preferred email address for access code.
  3. Login to the ATO's Relationship authorisation manager (RAM).
  4. Authorise the staff member's personal myGovID to work on behalf of the company using RAM. See set up authorisations and manage authorisations for more details.
  5. Inform the staff member that they have been authorised and will receive an authorisation code which they need to activate in RAM within 7 days. Once activated they'll be able to login to the R&DTI customer portal.

You can find additional help and support on the Relationship Authorisation Manager help page including contact details.

Authorising portal access for an individual tax agent or R&D consultant


The principal authority or authorisation administrator for your company will need to authorise the individual tax agent or R&D consultant to access the customer portal. This will make them an authorised user.

  1. Request the individual tax agent or R&D consultant to set up their myGovID.
  2. Ask the individual tax agent or R&D consultant for their full name as used for their myGovID, as well as their preferred email address for access code.
  3. Login to the ATO's Relationship authorisation manager (RAM).
  4. Authorise the individual tax agent or R&D consultant's personal myGovID to work on behalf of the company using RAM. See set up authorisations and manage authorisations for more details.
  5. Inform the individual tax agent or R&D consultant that they have been authorised and will receive an authorisation code which they need to activate in RAM within 7 days. Once activated they'll be able to login to the R&DTI customer portal.

If no one else has been linked to your company before, the principal authority will need to get portal access first.

You can find additional help and support on the Relationship Authorisation Manager help page including contact details.

RAM provides access at a departmental level

Individuals who have been authorised in RAM for one service from the Department of Industry, Science, Energy and Resources will also have access to all your other services from the same department. These services include:

  • the R&DTI customer portal
  • the Business Registration Service
  • Payment Times Reporting.

All staff granted portal access will have visibility of all information in the portal.

You should review 'Manage authorisations' in RAM for guidance on editing or removing an authorisation.

Authorising portal access for a tax agency or R&D consultancy


The principal authority or authorisation administrator of your company can authorise access of a tax agency or R&D consultancy by using the Manage access option in the R&DTI customer portal.

  1. Login to the R&DTI customer portal.
  2. Click the 'Manage access' option on the 'Manage your applications' dashboard.
  3. Click 'Add new authorisation' on the 'Manage Access' screen, under the 'Business authorisations' heading. 
  4. Enter the ABN for the tax agency or R&D consultancy you want to authorise.
  5. Select 'Tax professional' as the relationship.
  6. Enter the start and end dates for the authorisation period. Note the start date can't be back dated.
  7. Click 'Add authorisation'.
  8. Inform the tax agent or R&D consultant they can now log in to the R&DTI customer portal.

If no one else has been linked to your company before, the principal authority will need to get portal access first.

Manage access gives all authorised staff access to your portal

Giving access to a tax agency or consultancy will allow all authorised staff within that tax agency or consultancy to access your information in the portal.

They'll be able to view all information in the portal.

Help for tax agents


Understand how to access the customer portal as an individual tax agent or R&D consultant.

Learn how to access the customer portal as a tax agency or R&D consultancy.

Guidance for application questions


We have produced some documents to help you learn more about the application questions in the customer portal.

You may find it useful to review these before you start your first application.

Changes to the R&D Tax Incentive application form – Overview fact sheet

Guidance on application questions

Start an application in the customer portal