Adding Expert Tax as your accountant (Authorising tax agent for your business)

To strengthen security, the Australian Taxation Office (ATO) has put in place new measures to enhance the safety of online services. Commencing November 13, 2023, businesses with must select their tax agent before tax agents can access their financial data. This blog outlines a step by step process of nominating Expert Tax as your new tax agent.

Step-by-Step Guide: Adding Expert Tax as Your Accountant

 Step 1: Setting Up Your Digital ID (myGovID):

To begin, you must have a myGovID credentials. Download the myGovID app from the App Store or Google Play Store and follow the instructions to create your digital identity. Choose between a Strong myGovID or a Standard myGovID based on your preferred verification level.

Use instructions to create your myGovID on this link: https://www.mygovid.gov.au/set-up

Step 2: Linking Your myGovID to Your ABN:

After creating your myGovID, link it to your Australian Business Number (ABN) using the Relationship Authorisation Manager (RAM). If you have a Strong myGovID, simply access RAM, login, and select “Link your business.” Follow the prompts to complete the process. However, if you have a Standard myGovID or fall under the category of a primary person, you’ll need to contact the ATO directly to finalise the linkage.

For more information, see: https://info.authorisationmanager.gov.au/principal-authority

Step 3: Logging in to Online Services for Business:

Next, log in to Online Services for Business using your myGovID credentials. This is where you’ll securely manage your tax affairs.

Use your myGovID to log in to:  https://onlineservices.ato.gov.au/business/

Step 4: Nominating Expert Tax as Your Authorised Accountant:

Once you login, navigate to the “Profile” section and click on “Agent details.” Under “Agent nominations,” select “Add” to initiate the nomination process. Enter Expert Tax’s registered agent number as below –

Tax Agent Name – Expert Tax Pty Ltd
Tax Agent ABN: 66 613 997 158
Tax Agent Number: 2548 7840

Verify the details and complete the declaration before submitting. This officially nominates Expert Tax as your authorised tax agent.

For more information, go to: https://www.ato.gov.au/online-services/businesses-and-organisations-online-services/agent-nomination-process

Step 5: Informing Expert Tax of the Nomination:

After completing the nomination, it’s important to notify your tax agent so that they can add your business under their credentials on ATO’s Tax Agent Portal.  Your tax agent won’t receive an automatic alert, therefore it is important you inform your agent once you have completed above process. Tax agent will have 28 days to add your business under their credentials.

Contact Expert Tax on 0449 952 855 (Williams Landing) or 0404 667 909 (Doreen) for further assistance.