Adding an agent

https://help.myob.com/wiki/x/GgD0Ag

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

Soon you'll be able to Subscribe to ATO reports. This option will automatically create daily activity statement obligations for your agents, using data from the ATO.

Note, if an agent gets activity statement data from sources other than MYOB, the automatic obligations may overwrite the other data.

Agents can also continue manually creating an activity statement.

You can lodge activity statements for your clients if you've set up your tax or BAS agent details in MYOB Practice.

To get started:

create your Tax/BAS agent details in MYOB Practice, and then
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. We'll then give you a software ID to enter into the ATO Access Manager, to authorise MYOB to be your lodgment software provider.

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.

Choose an Agent type from the drop-down:

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.
Select the Refresh ATO details daily option so MYOB Practice can check for new data from the ATO each day, and display what’s due on the Transaction processing page.
Click the Software ID to copy the number to the clipboard, then log in to the ATO Access Manager to authorise MYOB to lodge forms for you.
After you've authorised MYOB, select the Refresh ATO details daily option so MYOB Practice can check for new data from the ATO each day, and display what’s due on the Transaction processing page.

If you select the Refresh ATO details daily option, the ATO will only send status information to MYOB systems. It can take up to 24 hours to receive the details.

To edit an agent

In the ATO agent settings, click to the right of the agent's 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.