Select subject: Quarterly tax file number report lodgment PC spreadsheet – For the Tax Agent Portal only, select enquiry and client details For the Business and Tax Agent Portal, include the following detail in the message field: Registered name of the investment body Investment body trading name Investment body ABN Investment body branch number Investment body address Period of report Contact name, telephone number and email address Attach the QTFN PC spreadsheet Send the message On screen confirmation will be provided once the message has been sent Further quality checks will be undertaken internally and contact may be made via return Portal Mail or via a phone call. Spreadsheets submitted to the ATO must not be password protected, encrypted or compressed into a zip file. For more information go to Business Portal Help at For more information go to Tax Agent Portal: For security purposes, QTFN PC spreadsheet data must not be emailed to any ATO address. Access to the Portals requires: an ABN apply online at and – an AUSkey register online at – AUSkey is an online security credential used to protect the security and privacy when client’s using ATO online services. Every person associated with the business who wants to deal with the ATO online on behalf of that ABN will need an AUSkey. Users can have full or limited access to information, which can be changed anytime by using Access Manager in the Portal. The Portal can be accessed from the Online services box in the right hand menu of the ATO website at
Select subject: Quarterly tax file number report lodgment – PC spreadsheet For the Tax Agent Portal only, select enquiry and client details For the Business and Tax Agent Portal, include the following detail in the message field: Registered name of the investment body Investment body trading name Investment body ABN Investment body branch number Investment body address Period of report Contact name, telephone number and email address Attach the QTFN PC spreadsheet Send the message On screen confirmation will be provided once the message has been sent Further quality checks will be undertaken internally and contact may be made via return Portal Mail or via a phone call. Spreadsheets submitted to the ATO must not be password protected, encrypted or compressed into a zip file. For more information go to Business Portal Help at For more information go to Tax Agent Portal: For security purposes, QTFN PC spreadsheet data must not be emailed to any ATO address. Access to the Portals requires: an ABN – apply online at and an AUSkey – register online at AUSkey is an online security credential used to protect the client’s security and privacy when using ATO online services. Every person associated with the business who wants to deal with the ATO online on behalf of that ABN will need an AUSkey. Users can have full or limited access to information, which can be changed anytime by using Access Manager in the Portal. The Portal can be accessed from the Online services box in the right hand menu of the ATO website at