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tiffany.park(Newbie)Registered Tax Professional
25 July 2024

Question 1

We are tax agent and our new client cannot add us a new tax agent for Trust. how do I solve issue they cannot see it from the list.


Question 2

The client added us as a new tax agent but mistakenly added only the Activity Statement, not Income Tax. We both don't know how to do it more easily. Please do not ask to do it again by removing it. I know I can remove and redo it and let the previous tax agent be reappointed and removed by us, and so on.


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1 replies
422 views
1 replies

Most helpful response

Most helpful reply

JayneATO(Community Support)Community Support
26 July 2024

Hey @tiffany.park,


Does the Trust have an ABN? If so, the client will need to give us a call and have the Trust manually linked in RAM. They'll then need to go through the Agent nomination process through OSFB once we connect them up.


Check out the info we have on accessing online services with myGovID and RAM


For the answer to your second question, there's no easier way to do this. The client will need to send you through another nomination through OSFB. Giving you authorisation for both their Income Tax and Activity Statements.


Have a look at the Agent nomination process, on our website.

All replies

Most helpful reply

JayneATO(Community Support)Community Support
26 July 2024

Hey @tiffany.park,


Does the Trust have an ABN? If so, the client will need to give us a call and have the Trust manually linked in RAM. They'll then need to go through the Agent nomination process through OSFB once we connect them up.


Check out the info we have on accessing online services with myGovID and RAM


For the answer to your second question, there's no easier way to do this. The client will need to send you through another nomination through OSFB. Giving you authorisation for both their Income Tax and Activity Statements.


Have a look at the Agent nomination process, on our website.

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Why is business client only linking the agent to the Activity Statement and not the Income Tax? | ATO Community