Link a tax/BAS agent to a client

https://help.myob.com/wiki/x/dRb0Ag

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

You need to link a tax/BAS agent to a client from the client settings. This lets an agent prepare an activity statement or tax return on behalf of the client. You can have one agent linked for activity statements, and a different agent for tax returns. You can change the linked agent at any time.

When you first create a manual activity statement for a client in the new BAS system, if you haven't already linked an agent to a client, MYOB Practice will ask you to select an agent. This is a one-off. When you select the agent, we'll link them to that client. When you create your next activity statement, the agent is automatically selected.

To link an agent to a client

Select the client on My List. If they're not already on your list, add them now.
Click located on the top right of the menu bar. The Client settings page appears.
In the BAS agent details section, click Edit details.
Select the agent from the drop-down, then click Save.