Online Duties and Duties Lodgments: Users

Each user role has a different purpose with different responsibilities.

An account can have a maximum of three Administrators (including the Authorised Person) and an unlimited number of General Users. A General User’s access can be tailored to the operations the Administrator wishes them to perform.

User roles

Role Purpose and responsibilities
Responsible party The person with whom the Commissioner makes a Special Tax Return Arrangement to use Online Duties.
Authorised person
  • A natural person with the legal authority of the Responsible Party to make application, register, accept the Online Duties Terms and Conditions, to add financial institution accounts and to accept the Customer Initiated Payment Service Terms and Conditions.
  • The Authorised Person can perform the same functions as the Administrator and can also appoint up to two Administrators and unlimited General Users on behalf of the Responsible Party for Online Duties.
Administrator
  • A natural person with the legal authority of the Responsible Party to access security related administration and general user functions.
  • An Administrator can add users and assign user roles, add clients and modify client registration, add financial institution accounts and accept the Customer Initiated Payment Service Terms and Conditions.

The Administrator can perform all general user roles and account administration functions including:

  • Maintain Users – add users, modify user details, modify a user’s status, revoke a user and maintain user role
  • Maintain Clients – add clients, modify client registration, modify client status and cancel a client
  • Maintain CIPA – add a CIPA, modify CIPA status, revoke a CIPA
General user A natural person authorised by the Responsible Party to access Online Duties. The User may be granted the right to perform core business functions, which includes self-assessment of transactions, payment of duty or enquiry access.
  • Enquiry - view the system without updating any records
  • Assessments (Online Duties) - self-assess and endorse transactions
  • Lodge (Duties Lodgments) - lodge transactions, respond to requests for additional information, request amendments and print certificates
  • Payments - lodge and pay the monthly return and make other payments (Online Duties) or to pay assessment notices via the linked CIPA (OSR Duties Lodgments).

Add user

The Authorised Person or an Administrator can create additional users via the Maintain User function.

Step 1

Click on Maintain Users on the Landing Page.

Step 2

Click Add User.

Step 3

Enter the details of the new user. Fields marked with an asterisk (*) are mandatory.

See details of the password requirements.

Once all details have been entered click Next to continue.

Step 4

Select the radio button relevant to the type of user you wish to create:

  • Maintain Account Administrators for an admin user or
  • Maintain General Roles for a general user.

For an admin user there is only one role to assign which will give them access to all the system functionality for both Online Duties and Duties Lodgments.

Step 5

For General Users, select the relevant Client from the dropdown in the middle of the screen. The default is Online Duties. 

For Duties Lodgments, click on the dropdown and select OSR Duties Lodgments. The General User roles will now display.

Select the role(s) you want your new user to perform (you can select a combination of roles if required). Click the right-hand arrow to move them from the left to the right-hand column (the double arrow will move all the permissions across) and click Save. 

Step 6

A confirmation notice will appear. Click OK to return to the Maintain Users screen with the new user listed.

Update a user's permissions

For existing Online Duties users, the Authorised Person and any Administrators will automatically have access to Duties Lodgments (once the Authorised Person has accepted the declaration sent out at the launch of Duties Lodgments).

Existing General Users will need their permissions updated by the Authorised Person or an Administrator to be able to access and use OSR Duties Lodgments.

Step 1

Click Maintain Users on the Landing Page.

Step 2

A list of the current users will display. Click on the General User you wish to provide access to then click Maintain User Roles at the bottom of the screen.

Step 3

The default selection in the Client dropdown box is Online Duties. The user’s current permissions for Online Duties will be displayed.

For Duties Lodgments, click on the dropdown and select Duties Lodgments. The available roles for Duties Lodgments will now be displayed.

Step 4

Select the roles you wish the user to be able to perform. Click the right arrow to move the permissions from the left to the right-hand column (the double arrow will move all the permissions across) and click Save. 

Step 5

A confirmation notice will appear. Click OK to return to the Maintain Users screen.

Maintain users

The Authorised User and Administrators can maintain users’ details and access.

Click Maintain Users on the Landing Page. After selecting a user, click an option at the bottom of the screen to:

  • Modify User Details – update names, contact numbers and email addresses.
  • Modify User Status – make an account inactive. Use this if a user is going on extended leave to avoid unauthorised access.  The account can be reactivated at any time.
  • Revoke User – cancel a user’s account and remove their access to the system.
  • Maintain User Roles – update a user’s permissions. Here you can increase or decrease the level of functionality a user has.

Note: If you are reactivating an account you will need to set the filter on the Maintain User screen to either Inactive or All.

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