Client-agent linking steps

To further protect taxpayers from identity-related theft, the ATO is improving the security of its online services by now enabling taxpayers to authorise their tax agent electronically.

NOTE: This is only for new clients to AffluenceCA.

Existing client links are not affected. You do not need to do anything unless you want to change your existing arrangements.

Businesses can now nominate to the ATO who their accountant is, using the ATO online services; we cannot do this for you.

Download steps (PDF)

The infographic below outlines the process of nominating AffluenceCA.