Setting tax agent details

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

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Australia only

The Tax settings page has a list of the tax agents who are authorised to lodge returns on behalf of clients.

To enter tax agent details, click Settings at the top right of the Tax page.

On the Tax settings page, click Add agent at the top right of the page.
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.

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 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.

Related topics

Getting started with Tax online

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