Note: It is important to ask or secure a copy of the TFN of the trust prior to this
Curriculum
- 13 Sections
- 2 Lessons
- 10 Weeks
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- 1. Go to https://www.ato.gov.au/. Log in as Tax Agent (you need to scroll down) > Login0 Items
- 2. Click Log with myGovID0 Items
- 3. Login using Virna’s email – virnawhite@gmail.com > login0 Items(You will be directed to a page where there is a CODE, give this to Virna for verification)
- 4. Once Logged in, click on ADD CLIENT in the portal.0 Items
- 5. Select your client type > tick NON-INDIVIDUAL0 Items
- 6. Select an identifier? Tick TFN0 Items
- 7. Enter the Identifier Number > Put the TFN of the TRUST0 Items
- 8. Enter ABN or Client Name> Put ABN of the Trust or Trust Name > Click Search0 Items
- 9. Tick > I confirm that I have a signed authority from this client to act on their behalf. > Next0 Items
- 10. Select accounts you would like to authorize> Tick INCOME TAX0 ItemsNote: If the trust has an existing agent link listed, do not tick the next question on selecting an account. Click> NEXT
- 11. Client Details > Leave it and do not tick on anything > Click NEXT0 Items
- 12. Summary > Click SUBMIT1 Item
- Video Training1 Item
