Setting up an agent

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

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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.

Getting started is easy. First, you'll need to enter your Tax/BAS agent details in MYOB Practice, and then you'll need to authorise MYOB to lodge forms for you.

The ATO agent settings page lists your tax and BAS agents. To view this page, click Settings on the left navigation bar then click ATO agent settings.

To create an agent

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

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.

Enter your name, company name or partnership name in the Name field.
Enter your registered agent number (RAN) in the Agent number field.
Enter your agent's 11-digit ABN in the Agent's ABN field.

Make sure this ABN is the registered number for the Tax agent registration number you have entered.
Click Create agent. The Create agent window closes and the agent appears in the ATO agent settings page with a software ID.
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

In the ATO agent settings, click to the right of the agents details.
Select Edit from the drop down. The Edit tax agent window appears.
Enter the new details in the relevant fields.
Click Save to apply the changes and return to the ATO agent settings page.

Related topics

Authorise MYOB to lodge forms for you

Page tree

To create an agent

To edit an agent

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