Hi I am having troubles to access my client's information on tax agent portal, when I searched the client by TFN, the message showed "Permission required This client's record can't be viewed. Contact us to discuss.". The client also has no idea why this happened, I tried to readd the client but cannot do that either as ATO cannot find related information with the client's dob and tfn.
Please kindly assist, thanks!
Hi @SteveC,
This message usually appears when there are account security restrictions or linking issues that need direct assistance to resolve.
We can't troubleshoot these specific account access issues through the community forum. You'll need to contact us directly so we can investigate your client's account and determine why the permission restriction is in place.
When you call, have your client's TFN and your tax agent registration details ready. Our staff can check the account status and help resolve the access issue so you can properly link to your client's records.
Hi @SteveC,
This message usually appears when there are account security restrictions or linking issues that need direct assistance to resolve.
We can't troubleshoot these specific account access issues through the community forum. You'll need to contact us directly so we can investigate your client's account and determine why the permission restriction is in place.
When you call, have your client's TFN and your tax agent registration details ready. Our staff can check the account status and help resolve the access issue so you can properly link to your client's records.
Thanks, issue resolved.
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