Adding a Client to Tax Agent Portal

Note: It is important to ask or secure a copy of the TFN of the trust prior to this

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1. Go to https://www.ato.gov.au/. Log in as Tax Agent (you need to scroll down) > Login
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2. Click Log with myGovID
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3. Login using Virna’s email – virnawhite@gmail.com > login
(You will be directed to a page where there is a CODE, give this to Virna for verification)
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4. Once Logged in, click on ADD CLIENT in the portal.
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5. Select your client type > tick NON-INDIVIDUAL
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6. Select an identifier? Tick TFN
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7. Enter the Identifier Number > Put the TFN of the TRUST
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8. Enter ABN or Client Name> Put ABN of the Trust or Trust Name > Click Search
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9. Tick > I confirm that I have a signed authority from this client to act on their behalf. > Next
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10. Select accounts you would like to authorize> Tick INCOME TAX
Note: If the trust has an existing agent link listed, do not tick the next question on selecting an account. Click> NEXT
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11. Client Details > Leave it and do not tick on anything > Click NEXT
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12. Summary > Click SUBMIT
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- 12.1
  The next page should look like this:
Video Training
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- 13.2
  https://vimeo.com/1095469394?share=copy