Agent to Client Linking

Accounting, Australian Taxation Office, Finance, Taxation, Xero

Effective from November 2023, the ATO implemented necessary measures to enhance the security, protect clients against fraud and identity theft, and better manage agent access to tax and super.

You must nominate your agent. We can’t do this process for you, but we can assist you along the way.

These processes apply to all ABN holders, excluding sole traders.

These changes only apply when you are engaging a new tax agent, BAS Agent or a payroll service provider to represent you.

Steps to link to your new agent:

  1. Set up your MyGovID and set the identity strength to strong.
  2. Link your MyGovID to your ABN in the Relationship Authorisation Manager.
  3. Log into Online Services for business.
  4. Nominate your agent in the Online Services for business. Make sure you have you the registered agent number for your new agent handy.
  5. Advise your new agent that you have nominated them.

Then you’re done and ready to start your new journey with your new accountant.

Whilst we cannot do this for you, we can guide you through the process, please reach out for assistance, call us on 07 5494 9173.