Client To Tax Agent Linking

From 13 November 2023, any new (non individual) clients, or clients whose existing service arrangement with us has changed, will need to nominate us as your official agent with the ATO - so that we can efficiently manage your tax and super affairs.

The ATO agent nomination process

To protect the security of your tax and super information, the ATO is introducing a new process to ensure that only your authorised tax agent, BAS agent or Payroll service provider can access your account and act on your behalf.

This process does not currently apply to individual taxpayers or sole traders. And only applies when you engage or change an agent or change the authorisations you give your existing agent.

The ATO Agent Nomination Process protects your business and means only your nominated registered agent will:

  • have access to your information

  • perform tasks on your behalf, such as lodging your tax return.

By nominating us as your official agent, we can access your account and act on your behalf for matters relating to:

  • companies including strata title bodies

  • partnerships

  • trusts

  • not-for-profits

  • joint ventures

  • cooperatives

  • self-managed super funds (SMSFs)

  • APRA-regulated superannuation funds.

We can efficiently manage your tax and super affairs, providing you with expert guidance and support throughout the process.

How to nominate Easy Tax Solutions as your nominated agent

You will need to access your MyGov account and set up MyGovID.

You will also need access to Online Services for Business (this will need to be set up, if not already).

The following guide has easy steps to follow.

PLEASE NOTE:

We cannot do this on your behalf, as it is illegal for Tax Agents to access your MyGov, MyGovID or Online Services for Business - but we can assist you through the process if needed. Some business types cannot be linked following the process and you will need to contact the ATO for technical help with your myGov account.

Client-Agent Linking Steps - The ATO Guide

If you have any questions or need assistance with the nomination process, or anything else, please get in touch. We are here to help and will ensure your financial affairs are handled with expertise and care.

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