Client-agent linking steps

Please note that effective from the 13^th of November 2023, a new agent nomination process will apply to all types of entities with an ABN excluding sole traders. This includes entity types such as :

• companies including strata title bodies
• partnerships
• trusts
• not-for-profits
• joint ventures
• cooperatives
• self-managed super funds (SMSFs)
• APRA-regulated superannuation funds.

To attend to this process, new clients will need to use the ATO Online Services to nominate us as tax agent to access your account records & history.

For more information regarding this please see below links from the ATO.