R&D Tax Incentive customer portal help and support

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

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:

• Set up your myGovID, if you haven't already done so. You’ll need a myGovID to log in to ATO's Relationship Authorisation Manager later. Learn how to set up your myGovID.
• Contact the ATO to link your myGovID to your company's ABN. Find out how to link your business.
• Log in to RAM and authorise yourself to act on behalf of your business in the R&DTI customer portal. You can also nominate someone to act as an authorisation administrator.

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

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.

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.

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.

Some of the fields and features in the application for registration form are explained in this list.

We've produced guidance 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.