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Client-agent linking steps

Agent Nomination Process

Please note that effective from the 13th 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.

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