Loading
This thread is archived and the information may not be up-to-date. You can't reply to this thread.
FionaK(Initiate)Initiate
16 Jan 2024

We have had a few instances recently where clients have nominated us as agent via client-agent-linking, but when we go to add them to our tax agent list, we only have access to the activity statement account. Clients don't seem to have the option at the nomination screen to select a particular account (it's just nominating the agent), so I'm wondering why this is happening? We've found that if clients go through the nomination process for a second time (doing the exact same steps as they did the first time) it seems to then allow us access to the tax account. Is this a glitch? Or is the process that the client needs to nominate us twice?

859 views
2 replies
859 views
2 replies

Most helpful response

Most helpful reply

WendyATO(Community Support)Community Support
17 Jan 2024

Hi @FionaK,


When you're adding the client to your list, are you using their TFN or ABN? As it depends on the client identifier that is used as to which account or role displays.


If you're using the ABN, then the system won't show the income tax account option to choose. If you need to access to the income tax, then you will need ask your client to complete another nomination.


To avoid this, I believe you should be using the business TFN this should give you access to all accounts and roles.


Check out the agent checklist for client-to-agent linking process page. This talks about how to link at the correct account level and using the right client identifier.

All replies

Most helpful reply

WendyATO(Community Support)Community Support
17 Jan 2024

Hi @FionaK,


When you're adding the client to your list, are you using their TFN or ABN? As it depends on the client identifier that is used as to which account or role displays.


If you're using the ABN, then the system won't show the income tax account option to choose. If you need to access to the income tax, then you will need ask your client to complete another nomination.


To avoid this, I believe you should be using the business TFN this should give you access to all accounts and roles.


Check out the agent checklist for client-to-agent linking process page. This talks about how to link at the correct account level and using the right client identifier.

Liked by FionaK

Featured articles

Setting up an ATO payment plan

5 Nov 2025 · 6 min read time

Can’t sign in to myGov to access ATO online services?

19 June 2026 · 3 min read time

Linking the ATO to your myGov account

16 June 2026 · 2 min read time

Top liked users

  1. BroncosvRabbits

    (Devotee)

    61 likes

  2. YellowPotato

    (Taxicorn)

    34 likes

  3. PayrollDeanne

    (Taxicorn)

    28 likes

  4. mi_guv_eye_d

    (Master)

    27 likes

  5. taxfriend

    (Superuser)

    27 likes

Top contributors

  1. BroncosvRabbits

    (Devotee)

    303contributions

  2. YellowPotato

    (Taxicorn)

    250contributions

  3. mi_guv_eye_d

    (Master)

    175contributions

  4. YEP

    (Devotee)

    129contributions

  5. taxfriend

    (Superuser)

    129contributions

Loading
Client-Agent Linking - why does a client need to nominate an agent twice to give full access? | ATO Community