Set up your tax agent details

https://help.myob.com/wiki/x/ypY6Ag

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Australia only

Before you can lodge returns, you need to enter your Tax/BAS agent details in MYOB Practice, and authorise MYOB as your software provider.

The Tax settings page has a list of the tax agents who are currently authorised to lodge returns on behalf of clients. To view the Tax settings page, click Compliance in the top menu bar, and then click Settings at the top right of the Tax page.

Add an agent

On the Tax settings page, click Add agent.
Enter the tax agent's details:
- Name of tax agent or practice
- Contact name
- Phone number
- Tax agent registration number
- ABN.
  
  Make sure this ABN is the registered number for the Tax agent registration number you have entered.
Click Add.
The Software ID for this agent displays. You'll need this to authorise MYOB to transmit lodgements for this agent.
Write down the ID or click Copy to save the Software ID to the clipboard (so you can paste it into ATO Access Manager later).
Click Next and follow the on-screen instructions to authorise MYOB to lodge returns for you. This is done in ATO Access Manager.
Click Done.

Edit an agent's details

On the Tax settings page, click […] 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.

Delete an agent

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

On the Tax settings page, click […] 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

Authorising MYOB

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