A guided form that walks clients through linking their Australian Tax Office account with an authorized accountant.
Australian accountants establishing formal ATO authorization with new clients.
When a client needs to grant official authorization for an accountant to act on their behalf with the ATO.
Your clients have 28 days to authorise the link in their myGov account, and every missed deadline means another frustrated phone call, another delay in lodging, and another hit to your workflow. For tax agents juggling hundreds of clients during peak season, manually chasing authorisations quickly becomes a full-time job nobody signed up for.
The ATO client-agent linking template streamlines the entire process by collecting all required details upfront and guiding clients through exactly what they need to do. Clear instructions, automatic reminders, and everything in one place means fewer missed deadlines and far less back-and-forth for your team.
