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Tax Australia: Set up Lodgement Machine Credentials

Updated this week

SBR uses your Machine credential to authenticate any interaction with the ATO. In preparation for SBR lodgement, the Tax Manager will collect and store your keystore location plus password and use this information every time your system contacts the ATO. Use the following steps to set up your machine credentials within APS:

  1. In Tax Manager, click Action and then click SBR Configuration.

  2. It is likely that you are currently using AUSkey. Once you set up Machine Credential, you will be presented with a prompt asking you to pick the option to use. Tip: It's best to enter a name that clearly states that a Machine Credential will be used for the connection to the ATO. For example, John-MachineCredential. This can be edited at a later date if required.

  3. In the Keystore Path field, select the ellipsis button and browse to the directory where the Machine Credential file resides. The system must be able to locate and read this file to proceed.

  4. Select the file, and a list of available credentials will appear.

  5. Select the credential for the machine.

  6. The system will pre-fill the Serial Number, Legal Name, and MAC Address fields.

  7. Enter and confirm the Machine Credential password provided by the issuer.

  8. Click Test Connection to ensure the password and the connection to the ATO work correctly.

  9. Click Save.

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