Tax summary
The Tax Summary section provides a convenient overview of taxes you need to pay and refunds you’ll receive. All transactions are grouped by their related tax returns. For each return, you can view details, access payment portals, download vouchers for offline payments, and mark payments as completed.
Info
Upcoming payments and refunds appear in the More > Tax summary section only if your accountant filled them in. To see the summary, you must review your tax return first.
View tax summary
On the Tax Summary page you can view the list of all upcoming taxes and refunds. To do this:
- Click More > Tax Summary at the top of the page. You will see a list of cards, displaying the total amounts of all your filed tax returns.
- Click View details on the card with the tax summary you want to view.
On the tax summary page, you’ll see:
a) Total taxes: a summary of taxes you need to pay and refunds you need to collect. Paid taxes are marked with strikethrough text; unpaid taxes display in regular text.
b) Taxes by due date: the Current tab lists taxes you need to pay, broken down by due date with links to the authority portal where available; the Paid tab lists taxes you have already paid. Taxes may contain labels indicating important payment instructions:
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Do not pay: This payment will be withdrawn automatically, or your firm will handle this payment directly, so you don’t need to pay separately to avoid double payment.
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Only online: This payment must be made online through the payment portal. Paper vouchers are not available for this transaction.
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Only EFTPS required: This payment must be made through EFTPS (Electronic Federal Tax Payment System). Other payment methods are not accepted for this transaction.
On the Tax Summary page you can view the list of all upcoming taxes and refunds. To do this:
- Go to the More > Tax Summary section. You will see a list of cards, displaying the total amounts of all your filed tax returns.
- Tap on the card with the tax summary you want to view. On the tax summary page, you’ll see:
a) Total taxes: a summary of taxes you need to pay and refunds you need to collect.
b) Upcoming payments by due date: list of taxes you need to pay, broken down by due date with links to the authority portal where available.
Work with taxes and refunds
Your tax summary makes it easy to handle all your tax payments in one place: proceed directly to authority websites for online payment , download vouchers for offline payments, and mark transactions as complete to track everything—so you never miss a payment or lose track of a refund.
Proceed to payment via link
If taxes can be paid online through the EFTPS or the authority website, on the tax summary page, you’ll see a button next to the payment amount. To pay online, click Pay via authority or Pay via EFTPS next to the payment amount. This opens the relevant payment portal where you can complete your payment directly.
Some taxes can be paid online through the EFTPS or the authority website. To do this:
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Tap on the payment card or on View upcoming payment details.
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Tap on the link Pay next to the payment amount. This opens the relevant payment portal where you can complete your payment directly.
Download vouchers
If you need to pay offline, you can download all payment vouchers at once. To do this:
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Go to More > Tax Summary page and open the summary you need.
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Toggle on Show vouchers at the top right of the tax return details.
- Click the download icon or the print icon at the top right of the document.
- Follow the payment instructions.
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Go to More > Tax Summary page and open the summary you need.
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Tap the three dots at the top right of the tax return details and select Show vouchers.
- On the vouchers page, click the download icon at the top right and follow the instructions.
Note
Vouchers are only available if your tax professional highlighted them in the tax return.
Track your payments
Once you’ve made a payment, mark it as paid to keep your records up to date. To do this, click the Mark as paid next to the payment amount.
Once you’ve made a payment, mark it as paid to keep your records up to date. To do this:
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Tap on the payment card or on View upcoming payment details.
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Tap I’ve already made some payments.
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Mark the taxes you’ve already paid and tap Save.
Note
Marking a payment as paid will stop payment reminders . The payment will still be visible on the Paid tab.
How do I know when it’s time to pay?
To help you stay on track, your accountant may choose to send automated reminders for upcoming payments. You’ll receive an email:
- 14 days before each due date, or
- Immediately, if the deadline is sooner than two weeks
These reminders ensure you don’t miss key deadlines and avoid potential penalties for late or missed payments.
You can check if you have reminders enabled on the tax summary details, under the total due.
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