Agent client linking is coming to you!

The ATO is changing the way Tax and BAS agents can take over a client’s affairs for either tax, BAS or payroll from 13th November 2023,


Outlining the new procedure, the ATO said: “Businesses and organisations included in the process will need to nominate their agent before the agent can add them to their client list.”

“They will need to login to their ATO Online Services for Business and use the new agent nomination feature in when they:

  • Engage a new tax or BAS agent, or payroll service provider to represent them
  • Provide extra authorisation to their existing authorised agent (for example, the agent begins representing them for a new obligation, such as income tax or a new entity in their group).”

“After a client completes the agent nomination, the agents will have seven calendar days to add them to their client list in Online Services for Agents. The agent won’t get an automated notification advising that a client has completed the nomination. So, the client must notify the agent that the nomination has been completed.”