You can link an agent to a client from their client settings at any time. When you add your first activity statement for a client in the new BAS system, you'll still need to select an agent if you haven't already linked one in your client's settings. But this is a one-off. When you select the agent, we'll automatically link them to that client for you. When you create your next activity statement, the agent is automatically selected. Change the linked agent at any time from your client's settings. You can have a different agent for activity statements, and different agent for tax forms. UI Expand |
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title | To link an agent to a client |
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| To link an agent to a client- Select the client on My List. If they're not already on your list, add them now.
Click located on the top right of the menu bar. The Client settings page appears.
- In the BAS agent details section, click Edit details.
Select the agent from the drop-down, then click Save.
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