Guide
This page explains ATO client-to-agent linking. Sole traders generally do not need this entity authorisation process; it is usually required for companies, family trusts and fixed unit trusts.
Sole traders generally do not need this entity authorisation process. It is usually required for companies, family trusts and fixed unit trusts. Before linking is completed, a tax agent usually cannot view accounts, lodge BAS/IAS, deal with notices or discuss entity tax matters with the ATO.
These are the usual steps for most business and entity clients. ATO screens may vary depending on account access, entity type or system updates.
myID is used to access government business services. Confirm your phone, email and identity documents are ready before you start.
The authorised person needs to be linked to the company, family trust or fixed unit trust ABN in Relationship Authorisation Manager (RAM).
After entering the portal, confirm you are viewing the correct ABN or entity before continuing with agent linking.
Choose the tax agent option, then enter Tax Way Group Pty Ltd or tax agent number 29288007 and select the account scope.
Authorisation usually takes effect after submission. Send us the entity details so we can confirm access from our side.
The ATO requires business and entity clients to formally authorise tax agents before the agent can access and act on relevant tax accounts.
Sole traders and ordinary individual tax return clients generally do not need this entity authorisation process.
We confirm access and then proceed with BAS, tax return, ATO notice or account communication work as agreed.
Please include the entity name, ABN, where you are stuck, and whether you can access myID, RAM or ATO Online services for business.
If you are still comparing structures, GST, ATO/ASIC compliance or ongoing tax obligations, these notes may help.
