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This topic relates to activity statements and returns in the new Compliance view. If you're preparing FBT returns, you'll need to set up your agent in the old Compliance view.

If you haven't started with activity statements you need to:

  1. create your tax/BAS agent details
  2. authorise MYOB to lodge forms for you.
To create a tax agent or a BAS agent
  1. Click Settings on the left navigation bar.
  2. Click ATO agent settings.
  3. Click Create agent on the top right of the page.
  4. Choose an Agent type from the drop-down:

    Agent typeDescription
    BAS (company or partnership)Select this option if you're a registered BAS agent, and you're registered as a company or partnership.
    BAS (individual)Select this option if you're a registered BAS agent, and you're registered as an individual.
    Tax (company or partnership)Select this option if you're a registered tax agent, and you're registered as a company or partnership.
    Tax (individual)Select this option if you're a registered tax agent, and you're registered as an individual.
  5. Enter your name, company name or partnership name in the Name field.
  6. Enter your registered agent number (RAN) in the Agent number field.
  7. Enter your agent's 11-digit ABN in the Agent's ABN field.

    Make sure this ABN is the registered number for the Tax agent registration number you have entered.

  8. Click Create agent. The Create agent window closes and the agent appears in the ATO agent settings.
  9. Select the Refresh ATO details daily option to check for new data from the ATO each day, and display what’s due on the Transaction processing page.
  10. Click the Software ID to copy the number to the clipboard, then log in to the ATO Access Manager to authorise MYOB to lodge forms for you.
  11. After you've authorised MYOB, select the Refresh ATO details daily option to check for new data from the ATO each day, and display what’s due on the Transaction processing page.

    If you select the Refresh ATO details daily option, the ATO will only send status information to MYOB systems. It can take up to 24 hours to receive the details.

To edit a tax agent or a BAS agent

To edit an agent

  1. In the ATO agent settings, click the ellipses button to the right of the agent's details.
  2. Select Edit from the drop down. The Edit tax agent window appears.
  3. Enter the new details in the relevant fields.
  4. Click Save to apply the changes and return to the ATO agent settings page.

What's next?

Before you can lodge you'll need to set up account groups. You can do this now or you can first learn about working with the Compliance page.