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

To create an agent

1. In MYOB Practice, click Settings on the left navigation bar.
2. Click ATO agent settings.
3. Click Create agent locatedthe top left of the page.

4. Select the Agent type from the drop down menu:

   Agent type	Description
   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.

   UI Text Box
   size medium type note
   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 page with a software ID.
9. Click the Software ID to copy, then log in to the ATO Access Manager to authorise MYOB to lodge forms for you.

To edit an agent

1. In the ATO agent settings, click to the right of the agents 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.