Adding a Client to Tax Agent Portal

Expand all sectionsCollapse all sections

1. Go to https://www.ato.gov.au/. Log in as Tax Agent (you need to scroll down) > Login
0 Items
2. Click Log with myGovID
0 Items
3. Login using Virna’s email – virnawhite@gmail.com > login
0 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-INDIVIDUAL
0 Items
6. Select an identifier? Tick TFN
0 Items
7. Enter the Identifier Number > Put the TFN of the TRUST
0 Items
8. Enter ABN or Client Name> Put ABN of the Trust or Trust Name > Click Search
0 Items
9. Tick > I confirm that I have a signed authority from this client to act on their behalf. > Next
0 Items
10. Select accounts you would like to authorize> Tick INCOME TAX
0 Items
Note: 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 NEXT
0 Items
12. Summary > Click SUBMIT
1 Item
- 12.1
  The next page should look like this:
Video Training
1 Item
- 13.2
  https://vimeo.com/1095469394?share=copy

Adding a Client to Tax Agent Portal 13 Sections2 Lessons10 Weeks