Setting tax agent details

https://help.myob.com/wiki/x/RDeEAQ

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Australia only

Tax agent details on the Tax settings page provide a summary of information that is used to pre-fill tax agent details in tax return forms.

To enter tax agent details, click Settings at the top right of the Tax page.
The Tax settings page displays a list of tax agents that are authorised to lodge a return on behalf of clients.

Adding an agent

Click Add agent at the top right of the window.
This opens the Add tax agent dialog.
Enter details for all of the fields:
- Name of tax agent or practice
- Contact name
- Phone number
- Tax agent registration number
- ABN.
Click Add.
The Software ID for this agent displays. You'll need this to authorise MYOB to transmit lodgments for this agent.
Click Copy to save the Software ID to the clipboard.
Click Next.
Instructions for authorising with the ATO display.
Click Done.

Editing an agent's details

On the Tax settings page, click Action to the right of the agent’s details.
Select Edit from the drop-down.
This opens the Edit tax agent dialog.
Edit the details in the relevant fields.
Click Save to return to the Tax settings page.

Deleting an agent

Deleting a tax agent is permanent – you won't be able to undo it.

On the Tax settings page, click Action to the right of the agent’s details.
Select Delete from the drop-down.
This opens the Delete tax agent dialog.
Click Delete to permanently delete a tax agent.

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