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NicW(Initiate)Initiate
6 Nov 2023

My question is regarding clients who we are currently tax agents for but are expanding their entity structure and do we need to still complete the client to agent linking process.


For example, if a client is currently a sole trader and is changing their structure to a Trust and the Tax agent is applying for the ABN on the clients behalf - do we still need to follow the Client to Agent linking process?

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TeddyATO(Community Support)Community Support
7 Nov 2023

Hello @NicW,


I have answered your enquiry on your other post. If you have any more question or need further clarification please ask it on that post.

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TeddyATO(Community Support)Community Support
7 Nov 2023

Hello @NicW,


I have answered your enquiry on your other post. If you have any more question or need further clarification please ask it on that post.

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