Get started

HTML Wrap

class	section group

HTML
<span data-swiftype-index="true">

HTML Wrap

class	col span_3_of_5

You need to link a tax/BAS agent to a client from the client settings. This lets an agent prepare an activity statement or tax return on behalf of the client. You can have one agent linked for activity statements, and a different agent for tax returns. You can change the linked agent at any time.

When you first create a manual activity statement for a client in the new BAS system, if you haven't already linked an agent to a client, MYOB Practice will ask you to select an agent. This is a one-off. When you select the agent, we'll link them to that client. When you create your next activity statement, the agent is automatically selected.

UI Expand

expanded	true
title	To link an agent to a client

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.