Add Tax Agent details
Log in to Tax.
Click the Settings cog to access the Practice Settings page.
Select the Agents tab. (Skip to step 6, if you are not adding a new agent)
Click +Add an Agent.
Fill in:
Agent number.
Agent Name.
Any other details as required such as BSB, Account Number, Account Name, and ABN.
When editing the Agent, you can tick the checkboxes as required. The Credit Agent A/C and Fee from Refund allows you to select how the agent's fee is paid.
If the clients' tax returns prepared by this agent are lodged by another agent, select Shared Facility User.
To send the details to the Australian Taxation Office (ATO), select Update ATO details and enter your password.
Edit Tax Agent details
Log in to Tax.
Click the Settings cog to access the Practice Settings page.
Select the Agents tab.
Click on the Agent Name which will open Edit Agent.
Change details as required then click Save.