New Client-Agent linking requirements from the ATO

Get ready for a game-changer in how the ATO safeguards you against fraud and identity theft. 

The ATO has made some major upgrades rolling out from 13 November 2023 that will strengthen the way we interact with clients and the ATO. This change is all about strengthening security in the ever-evolving digital landscape. We're tightening the screws to ensure that every connection between us, our clients, and the ATO is ironclad (staying one step ahead of nefarious activities is non-negotiable!). 

What’s the change? 

As of November 13th, all types of entities with an ABN (excluding sole traders) must nominate us (or any new tax agent, for that matter) as their agent before we can add them to our client roster. Say “hello” to the new agent nomination feature in Online Services for Business! 

What you need to do. 

For those already familiar with the ATO’s Online Services, it's three simple steps: Log in, nominate, notify. 

If you’re not familiar with Online Services, you simply need set up your myGovID (if you haven’t already) and then link that ID to your ABN. Once you’re set up, you can complete the nomination in Online Services. 



And for those without a myGovID or an ABN, you can contact the ATO through their Secure Practice Mail. For information on when you should contact the ATO about this and how, see this troubleshooting guide. 

If you have any hiccups along the way, pick up that phone and dial 13 28 66. Select option 1 and state that you want to nominate a tax agent, then quote our Tax Agent Number. 

Let’s do this! 

In essence, this new client-agent link is more secure than ever. A little set up goes a long way, so embrace the change, and let's navigate this digital frontier together!