AUSkey Transition Update Tax Profession Digital Implementation Group - - PowerPoint PPT Presentation

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AUSkey Transition Update Tax Profession Digital Implementation Group - - PowerPoint PPT Presentation

AUSkey Transition Update Tax Profession Digital Implementation Group Presented by Claire Miller Digital Business Lead, Digital Communications & Identity Services, ATO 14 November 2019 DIGITAL IDENTITY: TAX PROFESSION DIGITAL


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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 1

AUSkey Transition Update

Tax Profession Digital Implementation Group

Presented by

Claire Miller Digital Business Lead, Digital Communications & Identity Services, ATO

14 November 2019

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 2

AUSKEY TRANSITION UPDATE

01 02 03 04 05

AUSkey Transition Status update Machine to Machine Credential Update Transition Ramp-up Status Question and Answers Exceptions Update

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 3

01 AUSKEY TRANSITION OVERVIEW

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP

AUSKEY TRANSITION STATUS

Available Now

  • myGovID app is available for Apple and Android smart devices via the Apple App and Google Play stores.
  • RAM is available to link your business and authorise representatives to act on behalf of your business.
  • myGovID together with RAM can now be used to access the:
  • ATO Business Portal
  • ATO Online Services for Agents
  • ATO Access Manager
  • Australian Business Register (ABR)
  • Unique Student Identifier organisational portal (Dep. of Employment, Skills, Small and Family Business)
  • Import AUSkey user functionality has been released in RAM that will streamline the process of importing existing

AUSkey users to the new solution (this will only work for people with a validated IP2 myGovID, allowing to cleanse any inaccurate AUSkey records).

  • Support materials are available on the myGovID and RAM website. How-to-guides for checking your ABR and cleaning

up your AUSkey data (key pre-requisites for AUSkey transitions) are also available.

What’s Coming

  • Commencing November: Ramp-up engagement activities:
  • Interactive forums for key agents: 12 & 19 November 2019
  • How-to guides and pre-recorded webinars available agents and clients.
  • Frequently asked questions updated on web-sites
  • Commencing November: AUSkey relying agencies commence transition to production, enabling their clients to log-in

to their online services using myGovID and RAM.

  • From 2 December: Birth certificate can be used for myGovID
  • From 15 November: Release of RAM machine to machine credential into public beta.
  • From December: ATO to commence providing assistance to link businesses with non-individual associates in RAM.

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP

DIGITAL IDENTITY (AUSKEY DECOMMISSIONING) TIMELINE

July –Oct 2018 Sep 2019 Custom Permissions (RAM)

2018 2019 2020

Private Beta M2M solution March 2020 AUSkey DECOMMISSIONED April 2019 May 2019 MyGov change to two factor authentication June 2019 Oct 2019 Private Beta (Various) Business and Tax Agents Dec 2019 March 2020 Nov 2019 Future Public Beta for Business Portal Private Beta myGovID (Android) Import AUSkey users (RAM) Private Beta Tax Agents (Phase 2) Public Beta for ABR Public Beta myGovID (Android) Change of Name (myGovID) (16 March) Birth Certificate (myGovID) (2 December) Agency Technical onboarding for 28 agencies

COMPLETED IN PROGRESS COMING

LEGEND

Public Beta Online Services for Agents (24 October) Public Beta Machine credential 14 November Private & Public Beta IP3 myGovID Private & Public Beta Online TFN application Manual Creation for RAM Relationships (Mid December) Communication released: IP1, desktop and smartphone (31 October) IP1 option available for agencies (2 December) IP1+

  • ption for

ATO clients (16 March) “Beta Status” transitions to “Live Status” Additional documents e.g. VISA (myGovID) 5

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 6

myGovID AND RAM TAKE-UP: AS AT 13 NOVEMBER 2019

myGovID was released in the Apple App Store on 8 June 2019 and Google Play Store on 4 October 2019 as a public beta. The table below provides an update on the number of myGovID downloads, linking of ABNs and Business Portal logins.

Business Portal & Online Services for Agents

myGovID Total to date: As at 13 November 2019 Total myGovID app downloads 167,357

  • Apple App Store

146,982

  • Google Play Store

20,375 Total myGovID Identities 100,252

  • IP1 Established

23,801

  • IP2 Established

76,451 RAM Total to date ABNs linked 72,428 Individuals linked to ABNs 39,494

  • Principal authorities

32,041

  • Authorisation administrators

4,286

  • Authorised users

3,167 Business Portal and Online services for agents Total to date Log-ins with myGovID Over 200,000

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 7

02 EXCEPTIONS UPDATE

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 8

AUSKEY TRANSITION CLIENT GROUP EXCEPTIONS

Exception Use Case Solution Expected Date

  • 1. Individuals who do not have the required documents to

verify their identity to a standard (IP2) identity strength.* Examples:

  • Offshore employees
  • Temporary work visa holders
  • Aboriginal or Torres Strait Islanders who currently use

NAT 1589 to prove identity Individuals will be required to establish a Basic Identity Strength (Additional identification required for ATO access ‘ATO Basic+’) Mid-March 2020

  • 2. Individual cannot link the business in RAM.

Examples:

  • Entities with non-individual associate/s listed in the

Australian Business Register (ABR)

  • Government agency (no associate on the ABR)

ATO will assist organisations/agencies to link their business in RAM From December 2019

  • 3. Individuals with faulty or mismatched DVS documents. *

Example:

  • Individuals with different legal and common names (i.e.

anglicised name) Individuals will need to contact the issuing authority and have their documents updated N/A

As part of a review of AUSkey transition client groups, some ‘exceptions’ were identified, as listed below: 0 Focus of discussion

* These exceptions don’t apply If your organisation is using SBR enabled software

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 9

USER IDENTITY STRENGTH AND ACCESS

STANDARD (IP2) ATO BASIC+ PROOF OF IDENTITY (IP1 for ATO) IDENTITY STRENGTH EVIDENCE ACCESS

  • Australian Passport,

Driver’s Licence and/or Medicare Card

  • Verified email

Verified email, plus

  • Certified copies of two

current documents for tax purposes, OR

  • Tax File Number (in this

case contact the ATO for assistance)

  • Used for ATO Business

Portal, Online Services for Agents & ABR

  • Used by other agencies
  • Limited access for ATO

Business Portal and Online Services for Agents

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 10

EXCEPTION USE CASE 1: ATO BASIC+ IDENTITY STRENGTH REQUIREMENTS

The Principal Authority or Authorisation Administrator will need to create an authorisation for an ATO Basic+ myGovID user in RAM.

  • Note: Standard identity strength (IP2) is required to be a Principal Authority or Authorisation Administrator.

To access ATO online services, an ATO Basic+ user will need to:

  • if they have a TFN, call the ATO and answer some proof of record ownership questions.
  • if they don’t have a TFN, provide certified copies of two current documents for tax purposes. One of these

documents must be a primary document.

  • the specified identity documents must be certified as true copies of the originals.

Primary Documents (To be confirmed) Secondary Documents (To be confirmed)

  • Foreign birth certificate
  • Foreign passport
  • Australian birth certificate
  • Australian passport
  • National photo identification card
  • Foreign government identification
  • Marriage certificate (if provided to verify change of

name it won’t be classified as a second document)

  • Driver’s licence – address must match the home

address

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 11

EXCEPTION USE CASE 2: INDIVIDUAL CAN NOT LINK THE BUSINESS IN RAM

  • Businesses with non-individual associates (such as corporate trustees) or other entities that do not have

an associate listed in the Australian Business Register (ABR) will require assistance from the ATO to link their business or agency in RAM.

  • Entities that don’t have an associate listed in the ABR may include:
  • Government agencies
  • Not for profits and Australian charities
  • Public schools
  • Deceased estates
  • The ATO will assist impacted businesses to link their entity in RAM. This process will be available from

December 2019. More information will be available soon.

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 12

03 MACHINE TO MACHINE CREDENTIAL UPDATE

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 13

MACHINE CREDENTIAL

  • The ATO is developing a new machine to machine (M2M) authentication solution that will enable

businesses and tax professionals to interact with ATO digital services through their software.

  • A device AUSkey currently allows software to communicate with ATO systems. A machine to machine

credential will replace the Device AUSkey and will be available mid November 2019.

  • The machine credential is installed on a device and enables you to interact directly with government
  • nline services through your business software.
  • A machine credential administrator (MCA) role will need to be assigned enabling the business

representative to create and manage machine credentials on behalf of the business. A MCA will only be required if the business is using software.

  • We have been working with software providers on

what they need to do to transition.

  • While your provider needs to make some changes,

there will be no impact on you as a user if you are using cloud based business software.

  • Your digital service provider will let you know once

your software has been updated and you will need to get an updated version.

  • Obtain a machine credential via RAM.
  • Store the machine credential in an appropriate

place

  • Install the software and direct the software to the

machine credential keystore (if required)

Cloud Software Desktop/or Locally Hosted Software

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 14

03 TRANSITION RAMP-UP STATUS

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 15

The below communication and engagement plan sets out the key activities to support the AUSkey ramp-up strategy.

RAMP UP COMMUNICATION & ENGAGEMENT HIGH LEVEL PLAN

OCT SEP NOV DEC MAR JAN FEB APR MAY

Xmas Break AUSkey Decommissioned

KEY RELEASES TRANSITION PHASES Soft Launch Public Release Super-charge MyGovID & RAM Business-as-usual EXTERNAL ENGAGEMENT COMMUNICATION FRONT-LINE SUPPORT BUSINESS LED ENGAGEMENT

Upskill existing RAM trained staff Upskill open forum support staff Conduct Industry/association briefings Open forum enrolments Pop ups at regional locations linked to open forums Train-the-Administrator Day Android public release Online Services for Agents release ABR on-boarding Import migration tool Machine to Machine (M2M) public beta RAM - Manual creation of relationships Pop ups at regional locations linked to open forums Open forum enrolments Small business Mobile Strike team visit 4

MONTHLY SPOTLIGHT/THEMES Get Ready Campaign: ABR and AUSkey clean-up Set-up and link your business Move your AUSkey data Transition before Xmas Blast off 2020 with a myGovID Time’s running out It’s time You now need myGovID and RAM

Release ‘how-to’ guides for ABR and AUSkey data Webinar: Linking my business in RAM, managing authorisations and import AUSkey data Webinar: Machine to machine credential Release videos: myGovID and linking your business Train-the-Administrator Day (targeted to key groups) Small Business Mobile Strike team visit 3 Small Business Mobile Strike team visit 1 Webinar: IP1 for Agencies myGovID Log-in: myGovID above AUSkey for Online Services for Agents Small business Mobile Strike team visit 5

INTERNAL ENGAGEMENT

  • ATO STAFF

Awareness Communications: NFPs, and relevant “Exceptions” – Commence transition in December myGovID & Online Services for Agents: System/Alert notifications on AUSkey transition myGovID Log-in: Reduce AUSkey log-in to a link myGovID Log-in: Remove AUSkey log-in option Tip sheets to staff/team leads Upskill Small Business Mobile Strike teams Agency communication pack released Release updated Vox-Pops on ease of use – Tax Professional, Small Business and Not-for- Profit (NFP) Reinforce use of ‘natural language’ Update Frequently Asked Questions (ATO and Agencies) Confirm agency readiness training requirements DPO: Update support model and external facing support material Support material to Key Agents, Large Service Team, Excise Team Upskill/operationalise interim support model Commence staged site- based training Call-backs for Small Business Continue staged site-based training Continue staged site-based training Social Media: Facebook, Twitter Social Media: Facebook, Twitter Bulk emails &SMS Bulk emails &SMS Train-the-Administrator Day (targeted to NFPs) Field Visits: Indigenous Groups/Key Agents etc. Conduct Industry/ association briefings Conduct briefing with Australian Charities & Not-for Profit Communities (ACNC) Train call centre staff Activities are in conjunction with the AUSkey Replacement Communication Implementation Plan Ramp-up complaints & CISC training and resourcing Account Key Manager talking points Exception communications Business led engagement will leverage existing activities being undertaken Pop ups at regional locations linked to forums Open forum enrolments Field Visits cont’d AUSkey has been decommissioned – you now need myGovID EWM forecasting through to March Update SMART headlines, scripting, emulators & L&D Upskill exiting trained staff Update headlines in SMART Update scripting and emulators Upskill exiting trained staff Updated L&D pack If required: EWM forecasting checkpoint EWM forecasting checkpoint Standardise B1 training to include myGovID and RAM Review L&D and support materials and update as required

AGENCY SUPPORT

Update SMART headlines, scripting, emulators & L&D Establish GovTEAMS Hub Tailor L&D pack, sample call centre scripting, IVR messaging, emulators Agency facilitated training by ATO Agency facilitated training by ATO Agency facilitated training by ATO Update L&D pack, sample call centre scripting, IVR messaging, emulators Update L&D pack, sample call centre scripting, IVR messaging, emulators White label content to Agencies and DSPs Bulk outbound emails Tax Professional livestream

IN SYSTEM NOTIFICATIONS

White label content about managing your trust & protecting your business Livestream for business White label content about getting set up for the new year Bulk outbound emails Livestream for business Commissioner speech at TIA Facebook live info night SharePoint page - program mgs Service Delivery Making connections sessions Key BSL engagement - Supporting clients make the transition/ promote resources myATO news articles (various dates) General staff awareness – AUSkey Replacement/Promote resources Key BSL engagement - Supporting clients make the transition General staff awareness- AUSkey Replacement – promote resources Key BSL engagements – Supporting final clients to transition. Thanks to staff. General Staff awareness - AUSkey Replacement wrap up VANguard log-in notifying clients AUSkey is being decommissioned Release RAM User Guide

Completed Activities

PR CAMPAIGN

Pending Royal Assent for a PR Campaign ‘Beta Status’ transitions to ‘Live Status’ IP1 for agencies Birth certificate (myGovID) Change of Name (myGovID) IP1+ for ATO clients myGovID Log-in: myGovID above AUSkey for Business Portal MAC users for AUSkey decommissioning Exception bulk emails Conduct transition hyper- care sessions Conduct transition train-the- administrator sessions

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 16

TRANSITION ENGAGEMENT & SUPPORT MODELS

Different levels of engagement and support will be provided based on the complexity of clients. Three levels of support will operate in parallel from Oct 2019 to Mar 2020. These will be adjusted based on feedback. Hyper-care

  • Focussed on the Top 50 businesses and key agents.
  • Hyper-care clients have complex business structures: being part of a key agent/client group, large

volume of ABN entities or AUSkeys and/or reputational risk associated with transition.

  • There will be two (2) interactive sessions focussed on setting up myGovID, linking their business in

RAM and setting up authorisations including setting up a machine credential, with an optional third session, if required, focussed on Q&As.

  • Transition support will be webinar sessions, instructional videos and detailed step-by-

step instructional guides, reinforced through communication messaging. Pre-recorded webinar sessions will also be available.

  • Frequently Asked Questions (FAQ) will be continuously updated with key FAQ page on

relevant websites.

  • Support for large to medium business will be supplemented by Client Experience group

engagement and communication activities. Small Business

  • Access to instructional videos and step-by-step guides, and targeted communications - bulk

emails through Small Business newsroom, Small Business Superannuation Clearing House (SBSCH) newsletter and general communications.

  • Utilise small business associations to support the transition.
  • Leverage field staff (Mobile Strike Teams and Small Business Education) and equip them with

required support materials. Large – Medium Businesses, Agents & Government Agencies 1 2 3

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 17

The table below provides an overview of the engagement materials that are available/planned to support AUSkey transition.

ENGAGEMENT SUPPORT MATERIALS

Category Engagement Support Materials Status Videos

  • Introduction to myGovID and RAM (mynewkey 1)
  • Guide to set up myGovID and RAM (mynewkey 2)

Available now Available now How-to-guides

  • How to update ABN details on the ABR
  • How to update AUSkey data
  • Relationship Manager user guide
  • How to install a machine credential

Available now Available now Available now 22 November Forums

  • Key agent forums:
  • 12 November: Overview and Pre-requisites
  • 19 November: Walk-through of RAM

Complete To be completed Pre-recorded Webinars

  • Overview and pre-requisites
  • Linking your business in RAM
  • Creating a new authorisation
  • Accepting an authorisation
  • Importing AUSkeys
  • Managing authorisations
  • Creating a machine credential

22-November for all pre- recorded webinars Frequently- asked Questions

  • Will be continuously updated on all websites

Ongoing

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 18

04 QUESTIONS AND ANSWERS

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 19

05 NEXT STEPS

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 20

  • If you have not already set up your myGovID you should do so now.
  • Once you have set up your myGovID you will be ready to link your business and create authorisations in
  • RAM. Go to the RAM website and login with your myGovID to begin.
  • All entities with an individual associate should complete this process by December 2019.
  • Any remaining entities with non-individual associates will be able to link their business in RAM from

January 2020.

  • If you need help, both the myGovID or Relationship Authorisation Manager (RAM) websites have

support material to help you. RAM: info.authorisationmanager.gov.au myGovID: www.mygovid.gov.au

NEXT STEPS

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 21

APPENDIX 1 RAM EXPERIENCE FLOWS

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 22

LINKING YOUR BUSINESS

User: Principal Authority What you’ll need:

  • Your myGovID set up at a Standard level identity strength
  • You are listed in the ABR as the associate for the business/businesses you wish to link in RAM

Key Note:

  • Each business will only need to be linked to RAM once, and you can link multiple businesses at the same time.

Select businesses Select all the businesses you wish to link in RAM and select continue.

1 min

Your details Enter your personal address and select continue.

Business

2 mins

RAM

1 mins

Summary and Declaration Review the summary and select check box to accept declaration, then select submit to finish.

SUBMIT

1 min

Your email Input your email to receive a 6- digit verification

  • code. Select

send email. Once you receive the code, enter it and select verify and continue.

2 mins

How to link your business: Estimated Total Time 7 Minutes Login with myGovID Log in to RAM by entering the 4-digit code into your myGovID app. Select ‘Link your Business’.

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 23

CREATING AN AUTHORISATION ADMINISTRATOR

Estimated Total Time 4-9 Minutes

User: Principal authority or an authorisation administrator What you’ll need:

  • Your myGovID set up at with Standard level identity strength
  • Your business linked to RAM
  • The full legal name of your representative (as per their myGovID) and their preferred email address, this can be their

business email, it does not need to be their myGovID email.

How to create a new authorisation: Customise access If you set level of access to ‘custom’, click the ‘ATO Access Manager’ link to choose which services this representative will be able to access. Adding a new user Select your business from the list. Then select ‘add new user’ Authorisation details and Agency access Complete the authorisation details . Select ‘continue’ and select their level

  • f access for all

available agencies. Summary Review the summary and select check box to accept declaration, then select submit.

SUBMIT

1 min 1 min 1 min 5 mins

RAM

1 min

Login with myGovID Log in to RAM by entering the 4- digit code into your myGovID app. Select “Manage authorisations”. Representative details Update the full name- this must be their full legal name as per their myGovID and an email.

5 mins

Business

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 24

USERS ACCEPTING AN AUTHORISATION

User: A business representative who has received an authorisation code and a summary of the authorisation request via email. What you’ll need:

  • Your myGovID set up
  • Check you email inbox for the authorisation request email

Key Note:

  • You can only accept an authorisation once.

Estimated Total Time 10 Minutes How to accepting an authorisation:

RAM

1 mins

Enter the 6-digit authorisation code Enter the 6-digit code from your authorisation request email into the box titled ‘Enter an authorisation code’ then select submit. Summary Review the summary of the authorisation and select check box to accept declaration, then select accept.

ACCEPT

1 min 1 min

NOTE:

  • You have seven days before

the code expires. After seven days, the principal authority or authorisation administrator will have to issue a new authorisation request.

  • You can only accept an

authorisation once. Login with myGovID Log in to RAM entering the 4-digit code into your myGovID app.

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 25

IMPORTING AUSKEYS

User: Principal Authority or Authorisation administrator What you’ll need:

  • The business linked in RAM
  • Your myGovID set up at a Standard level identity strength
  • The AUSkey holders you are importing have their myGovID set up at a Standard level identity strength
  • The full legal name and preferred email address of all AUSkey holders you intend to import

Key Note:

  • You only need to import AUSkey data once. Up to 100 AUSkeys can be imported at one time

Estimated Total Time 11+ Minutes How to importing AUSkeys

RAM

1 mins

Bring your business into focus Select the business ABN and select ‘Import AUSkey user’. Select AUSkeys Filter and select AUSkeys to import. Update Details Update the full name and email address of the AUSkey holder. This must be their full legal name as per their myGovID . Summary Review the summary and select check box to accept declaration, then select submit.

SUBMIT

1 min 2 mins 5 mins 1 min

Agency Access Select agencies the user can access.

Agency Access

1 min

Login with myGovID Log in to RAM by entering the 4- digit code into your myGovID app.

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 26

APPENDIX 2 CLIENT EXPERIENCE TIMELINES

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The timeline below highlights the transition timeframe of the client experience groups and government agencies. Some client groups are dependant on delivery of key releases to commence transition. The dependencies are highlighted in green below.

CLIENT EXPERIENCE TRANSITION TIMELINE

OCT ‘19 MAR ‘20 NOV ‘20 DEC ‘19 JAN ‘20 FEB ‘20

Small Businesses: You can transition now if you:

  • Are an eligible associate listed in the ABR
  • Have a compatible smart device: Apple or Android
  • You have 2 of the following documents:
  • Australian drivers licence or learner’s permit
  • Australian passport (not more than 3 years expired
  • Medicare care (not within 2 months of expiry)

AUSkey DECOMMISSIONED

JUN - SEPT ‘19

Small Businesses: You will need to wait to transition:

  • If a non-individual associate is listed on the ABR (start in Dec.

2019)

  • Use desktop/locally hosted software from a Digital Service

Provider (DSP) to use the machine credential solution (start in

  • Jan. 2020 TBC)

Small Business

Small Businesses with non-individual associates: you will now be able:

  • Call the ATO and link your business in RAM

[TBC] Small Businesses with desktop/locally hosted software: you will now be able to:

  • Download the updated software and point the software

to the Keystore. Note : timing dependent on DSP Small Businesses can now get ready for the machine credential solution:

  • Authorise a machine credential administrator
  • Download and install the machine credential

You can now use birth certificate as a document to establish your myGovID NFP: You can transition now if you:

  • Are an eligible associate listed in the ABR
  • Have a compatible smart device: Apple or Android
  • You have 2 of the following documents:
  • Australian drivers licence or learner’s permit
  • Australian passport (not more than 3 years expired
  • Medicare care (not within 2 months of expiry)

NFP: You will need to wait to transition:

  • If a non-individual associate is listed on the ABR (start in Dec.

2019)

  • Use desktop/locally hosted software from a Digital Service

Provider (DSP) to use the machine credential solution (start in

  • Jan. 2020 TBC)

Non-for-Profit

NFP with non-individual associates: you will now be able:

  • Call the ATO and link your business in RAM

[TBC] NFP with desktop/locally hosted software: you will now be able to:

  • Download the updated software and point the software

to the Keystore. Note : timing dependent on DSP NFP can now get ready for the machine credential solution:

  • Authorise a machine credential administrator
  • Download and install the machine credential

You can now use birth certificate as a document to establish your myGovID NOW GET READY NOT YET

Public Beta myGovID Android Public Beta Online services for Agents (OSfA) Engagement Ramp-up Commences IP1for agencies option available (2 December) Birth Certificate (myGovID) available (2 December) IP1 for ATO available for ATO clients (16 March) Change of Name (myGovID) (16 March) Public Beta Machine Credential (15 November) ATO assistance to link non- individual associate (Mid December) Reduce AUSkey log-in to a link on all Portals “Beta Status” transitions to “Live Status”

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 28

The timeline below highlights the transition timeframe of the client experience groups and government agencies. Some client groups are dependant on delivery of key releases to commence transition. The dependencies are highlighted in green below.

CLIENT EXPERIENCE TRANSITION TIMELINE

AUSkey DECOMMISSIONED

JUN - SEPT ‘19 Tax Professionals

Tax Professionals: You can transition now if you:

  • Are an eligible associate listed in the ABR
  • Have a compatible smart device: Apple or Android
  • You have 2 of the following documents:
  • Australian drivers licence or learner’s permit
  • Australian passport (not more than 3 years expired
  • Medicare care (not within 2 months of expiry)

Tax Professionals: You will need to wait to transition:

  • If a non-individual associate is listed on the ABR (start in Dec.

2019)

  • Use desktop/locally hosted software to use the machine

credential solution (start in Jan. 2020 TBC) Tax Professionals with non-individual associates: you will now be able:

  • Call the ATO and link your business in RAM

[TBC] Tax Professionals with desktop/locally hosted software: you will now be able to:

  • Download the updated software and point the software

to the Keystore. Note : timing dependent on DSP Tax Professionals can now get ready for the machine credential solution:

  • Authorise a machine credential administrator
  • Download and install the machine credential

You can now use birth certificate as a document to establish your myGovID NOW GET READY NOT YET

Public Beta myGovID Android Public Beta Online services for Agents (OSfA) Engagement Ramp-up Commences IP1for agencies option available (2 December) Birth Certificate (myGovID) available (2 December) IP1 for ATO available for ATO clients (16 March) Change of Name (myGovID) (16 March) Public Beta Machine Credential (15 November) ATO assistance to link non- individual associate (Mid December) Reduce AUSkey log-in to a link on all Portals “Beta Status” transitions to “Live Status”

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DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 29

The timeline below highlights the transition timeframe of the client experience groups and government agencies. Some client groups are dependant on delivery of key releases to commence transition. The dependencies are highlighted in green below.

CLIENT EXPERIENCE TRANSITION TIMELINE

OCT ‘19 MAR ‘20 NOV ‘20 DEC ‘19 JAN ‘20 FEB ‘20

PMB: You can transition now if you:

  • Are an eligible associate listed in the ABR
  • Have a compatible smart device: Apple or Android
  • You have 2 of the following documents:
  • Australian drivers licence or learner’s permit
  • Australian passport (not more than 3 years expired
  • Medicare care (not within 2 months of expiry)

AUSkey DECOMMISSIONED

JUN - SEPT ‘19

PMB: You will need to wait to transition:

  • If a non-individual associate is listed on the ABR (start in Dec.

2019)

  • Use desktop/locally hosted software to use the machine

credential solution (start in Jan. 2020 TBC)

Public and Multinationals* Private and Wealthy Groups

PMB with non-individual associates: you will now be able:

  • Call the ATO and link your business in RAM

[TBC] PMB with desktop/locally hosted software: you will now be able to:

  • Download the updated software and point the software

to the Keystore. Note : dependent on DSP POWG: You can transition now if you:

  • Are an eligible associate listed in the ABR
  • Have a compatible smart device: Apple or Android
  • You have 2 of the following documents:
  • Australian drivers licence or learner’s permit
  • Australian passport (not more than 3 years expired
  • Medicare care (not within 2 months of expiry)

POWG: You will need to wait to transition:

  • If a non-individual associate is listed on the ABR (start in Dec.

2019)

  • Use desktop/locally hosted software to use the machine

credential solution (start in Jan. 2020 TBC) POWG with non-individual associates: you will need now be able:

  • Call the ATO and link your business in RAM

[TBC] POWG with desktop/locally hosted software: you will now be able to:

  • Download the updated software and point the software

to the Keystore. Note : timing dependent on DSP PMB can now get ready for IP1 authentication:

  • Prepare proof of identification documents for IP1

POWG can now get ready for IP1 authentication:

  • Prepare proof of identification documents for IP1

* Public and Multinationals includes Financial Institutions

POWG can now get ready for the machine credential solution:

  • Authorise a machine credential administrator
  • Download and install the machine credential

PMB can now get ready for the machine credential solution:

  • Authorise a machine credential administrator
  • Download and install the machine credential

You can now use birth certificate as a document to establish your myGovID You can now use birth certificate as a document to establish your myGovID NOW GET READY NOT YET

Public Beta myGovID Android Public Beta Online services for Agents (OSfA) Engagement Ramp-up Commences IP1for agencies option available (2 December) Birth Certificate (myGovID) available (2 December) IP1 for ATO available for ATO clients (16 March) Change of Name (myGovID) (16 March) Public Beta Machine Credential (15 November) ATO assistance to link non- individual associate (Mid December) Reduce AUSkey log-in to a link on all Portals “Beta Status” transitions to “Live Status”

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SLIDE 30

DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 30

The timeline below highlights the transition timeframe of the client experience groups and government agencies. Some client groups are dependant on delivery of key releases to commence transition. The dependencies are highlighted in green below.

CLIENT EXPERIENCE TRANSITION TIMELINE

OCT ‘19 MAR ‘20 NOV ‘20 DEC ‘19 JAN ‘20 FEB ‘20

Super : Get ready for transition by setting up your myGovID now:

  • Have a compatible smart device: Apple or Android
  • You have 2 of the following documents:
  • Australian drivers licence or learner’s permit
  • Australian passport (not more than 3 years expired
  • Medicare care (not within 2 months of expiry)

AUSkey DECOMMISSIONED

JUN - SEPT ‘19

Super : You will need to wait to transition:

  • If a non-individual associate is listed on the ABR (start in Dec.

2019)

  • Use desktop/locally hosted software to use the machine

credential solution (start in Jan. 2020 TBC)

Super Government Agencies

Super with non-individual associates: you will need now be able:

  • Call the ATO and link your business in RAM

[TBC] Super with desktop/locally hosted software you will now be able to:

  • Download the updated software and point the software

to the Keystore. Note : timing dependent on DSP Government Agencies : You will need to wait to transition:

  • If a non-individual associate is listed on the ABR (start in Dec.

2019)

  • Use desktop/locally hosted software to use the machine

credential solution (start in Jan. 2020 TBC) Government Agencies with non-individual associates: you will need now be able:

  • Call the ATO and link your business in RAM

[TBC] Government Agencies with desktop/locally hosted software you will now be able to:

  • Download the updated software and point the software

to the Keystore. Note : timing dependent on DSP Super can now get ready for IP1 authentication:

  • Prepare proof of identification documents for IP1

Government Agencies can now get ready for IP1 authentication:

  • Prepare proof of identification documents for IP1

Super can now get ready for the machine credential solution:

  • Authorise a machine credential administrator
  • Download and install the machine credential

Government Agencies: You can get ready for transition by setting up your myGovID now: Have a compatible smart device: Apple or Android You have 2 of the following documents:

  • Australian drivers licence or learner’s permit
  • Australian passport (not more than 3 years expired
  • Medicare care (not within 2 months of expiry)

Government Agencies can now get ready for the machine credential solution:

  • Authorise a machine credential administrator
  • Download and install the machine credential

You can now use birth certificate as a document to establish your myGovID You can now use birth certificate as a document to establish your myGovID NOW GET READY NOT YET

Public Beta myGovID Android Public Beta Online services for Agents (OSfA) Engagement Ramp-up Commences IP1for agencies option available (2 December) Birth Certificate (myGovID) available (2 December) IP1 for ATO available for ATO clients (16 March) Change of Name (myGovID) (16 March) Public Beta Machine Credential (15 November) ATO assistance to link non- individual associate (Mid December) Reduce AUSkey log-in to a link on all Portals “Beta Status” transitions to “Live Status”

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SLIDE 31

DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 31

APPENDIX 3 MACHINE TO MACHINE CLIENT EXPERIENCE

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SLIDE 32

DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 32

Digital Identity – M2M Solution (Tax Practitioner Use Cases)

Authorising a Machine Credential Administrator (MCA) and accepting request

Selects ‘Manage Authorisations’ and the business they want authorise a MCA for

Tax Agent using desktop software

Principal Authority or Authorisation Administrator logs into RAM with their myGovID (IP2)

Update

Await update from the DSP to consume machine credentials. Note: This is dependent on DSP updating their software

Update

USE CASE: I am a Tax Practitioner using desktop software

  • To continue to use desktop software a tax practitioner will be required to get a machine credential.
  • The Principal Authority for a Tax Practice can create a machine credential via RAM or appoint a Machine Credential

Administrator (MCA) to create the machine credential.

  • The machine credential is required to be set-up prior to a Digital Service Provider (DSP) updating their software to

consume the new M2M solution.

Creating a machine credential in RAM Using desktop software

Selects ‘Add new user’ and appoints an MCA. Authorisation request is sent to the employee to accept

1

Employee logs into RAM with their myGovID (IP2) Employee enters authorisation code received in the email and accepts authorisation Principal Authority or MCA logs into RAM with their myGovID (IP2) Selects the business and ‘Manage Credentials’ Creates the machine credential/s and download to their server DSP consumes the new M2M solution and advises client that update is available. Client updates their software. Note: If the client hasn’t created their machine credential, the software won’t work. Tax practitioner can continue to use their software to interact with the ATO.

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SLIDE 33

DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 33

Digital Identity – Tax Agent/business using cloud software

Use updated cloud software

1

Where a Tax Agent or business is using cloud software (i.e. they have a cloud relationship in Access Manager with their DSP), they can continue using the product without disruption. This is because they use the software without their

  • wn credential, and this will continue. The onus will

be on the DSP to make all the updates. Tax Agent shouldn’t notice any change as all the changes will be behind the scenes.

WHAT YOU NEED TO DO

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SLIDE 34

DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 34

Digital Identity – Tax Agent/business using desktop software

Appoint machine credential administrator/s

1

A machine credential administrator (MCA) will create, install and manage machine credentials. The MCA/s will create machine credentials according to their business requirements. This will vary from Tax Agent Practice to Tax Agent Practice. If business want individual users to have their own machine credentials, we recommend to get the MCA to create a machine credential on the machine/s which require the machine credential.

Create machine credential

2

Standard and administrator AUSkeys will no longer be able used to authenticate a software transaction. We advise to set up machine credentials prior to receiving the software product update. Failure to do so will mean that the software will not work as it cannot use an AUSkey (unless it is a device AUSkey) to authenticate a software transaction. The MCA can create the desired number of machine credentials on their own machine, and then securely move the keystore files to the desired machines . This will remove the need to install browser extensions on each machine. Up until mid-March 2020, initial use of the machine credential will fail. This will ‘prime’ the credential and it will be written to Access Manager with full permissions by default. Once the machine credential is used again it will successfully authenticate.

3

Permissions

Machine credentials permissions can be customised in Access Manager. Permissions from one credential (AUSkey for example) can be copied to another (Machine credential).

4

If the Tax Agent practice wants to have all staff utilise one or more machine credentials stored on a local server, they can use two methods: 1. Ensure the keystore path is on the server

  • r a location that can be accessed by any

user who needs to use the desktop software. 2. Get the MCA to either configure the updated software product to point to the new machine credential and provide the keystore password to the user; or give the user the keystore password.

WHAT YOU NEED TO DO

If all staff want to utilise one

  • r more machine credentials
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SLIDE 35

DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 35

Digital Identity – DSP providing cloud software

Update software

1

Create machine credential

2

Create and install a machine credential via RAM. Store the machine credential in the same place as the device AUSkey is currently stored.

3

Apply cloud software role to machine credential

Log into Access Manager and select the Cloud Software role. Apply the Machine credential to their Cloud Software role. Configure cloud software product to consume the new machine credential.

4

Package and deploy update

Deploy subsequent update to the cloud for end users.

WHAT YOU NEED TO DO

In order to configure their cloud software products to consume the new M2M solution, DSPs will be required to make a change to their software. They will need to update their end point from the VANguard STS service to the new MAS ST service. The end points are available in the following document: https://www.sbr.gov.au/sites/default/files/ato_sbr_ physical_end_points.docx

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SLIDE 36

DIGITAL IDENTITY: TAX PROFESSION DIGITAL IMPLEMENTATION GROUP 36

Digital Identity – DSP providing desktop software

Update desktop software

1

In order to configure their desktop software products to consume the new M2M solution, DSPs will be required to make a change to their software. They will need to update their end point from the VANguard STS service to the new MAS ST service. The end points are available in the following document: https://www.sbr.gov.au/sites/default/files/ato_sbr_p hysical_end_points.docx

Package and deploy update

2

Once DSPs have updated their desktop software product/s they will need to package and deploy the updated product and provide the update to their users.

3

Possible channels of communication

Send an email to subscribed software users, advising that an update is available and providing installation instructions. Push a software update to users. In this event, the user has no choice and if they do not have a machine credential, the update will cause the software to cease working. Direct users to a website to get the software update.

4

ATO messaging

What is not accounted for here is where the user doesn’t have an active subscription with the DSP. In this situation, the ATO will ensure the messaging is received and that the user understands what they need to do. In any event, it is expected that many such Desktop software users will contact the DSP

  • r the ATO in April 2020 when their

software will no longer allow SBR transaction.

WHAT YOU NEED TO DO