To view a client's settings, click their name in either the Contacts list or in Client sidebar. Then click the cog () on the top right of the page.

The Client settings page is where you can update coding report preferences and assign an agent to a client.

Tax settings for New Zealand

For all the details about client tax settings, see Setting up your client's Compliance settings - NZ.

Tax settings for Australia

Assigning an agent

Australia only

For each client, you can assign two types of agent:

• a tax agent, who will work on tax returns
• a BAS agent, who will work on activity statements.

Then, when you create a tax return or activity statement for that client, the assigned agent is automatically selected.

To be able to assign an agent, you first need to create an agent in MYOB Practice. Otherwise, you'll see this message in the BAS agent details section:

Click Create a BAS or tax agent first to go to the ATO agent settings page. There, you'll be able to create a tax agent or a BAS agent.