Client / Agent Linking: An ATO How-To Guide

HomeLearning CentreVideos & Webinars

Client / Agent Linking: An ATO How-To Guide to Set Up

Recently, the ATO has introduced a new process for linking clients with agents. The agent-client linking process has been developed to ensure secure and streamlined interaction between tax agents and businesses. Businesses and self-managed super funds can use the ATO's online services to nominate an agent. The following steps are for clients who need to nominate an agent.


Need help?

We're always here to help our clients. Contact us on 03 5911 7000 if you require assistance with your Client / Agent Linking.


CALL US CALL US


11 Sep

Super Guarantee and Employee Terminations: Compliance Essentials for Employers

WEBINAR 11 SEPT // 12PM

In the third session, we'll delve into superannuation guarantee changes, including proposed changes to payday superannuation, new rates and bases, and the impact on SG liability. Gain insights into employer deductions, termination of employment considerations and more.


READ MORE READ MORE
11 Sep

How to record bad debts in Xero


READ MORE READ MORE
11 Sep

How to record incorrect payment against an invoice in Xero


READ MORE READ MORE
4 Sep

Allowances, FBT, and Compliance for Employers

WEBINAR 4 SEPT // 12PM

Master allowances and reimbursements, understand their PAYG and super guarantee implications, and learn to navigate travel vs. living-away-from-home allowances. Gain insights into FBT considerations, new ATO record-keeping requirements, and effective salary packaging arrangements.


READ MORE READ MORE
28 Aug

Employee vs Contractor: Know the differences and get your employment right

WEBINAR 28 AUG// 12PM

Explore the crucial differences between employees and contractors. We'll discuss when genuine contractors are considered employees for PAYG withholding and SG, key factors determining employment or contract arrangements, and new guidance from the ATO.


READ MORE READ MORE
28 May

How To Add Long Service Leave in Xero


READ MORE READ MORE
21 Nov '23

How to Register a Business for Paid Parental Leave in the ATO Portal


READ MORE READ MORE
21 Nov '23

How To Set Up and Process Paid Parental Leave in Xero


READ MORE READ MORE
28 Sep '23

Redundancy: The Next Steps To Manage and Protect Your Finances

ONLINE WEBINAR
28 September 2023 // 12:30 - 1:30p.m.

In today's ever-changing economic landscape, facing redundancy can be daunting, impacting both your financial and emotional well-being. This webinar is tailored to address these concerns, offering practical insights and strategies to navigate the complexities of redundancy and secure your financial future.


READ MORE READ MORE
9 May '23

PCG 2021/4 ATO Tax Ruling Professional Firm Profits - Sample Report

Effective at 30th of June 2023, our sample PCG 2021/4 report uses Dr. Nicole Smart as our example. 


READ MORE READ MORE
27 Apr '23

Insurance (Minus The Bull)

ONLINE WEBINAR
27 April 2023 // 12:30pm
Let's face it, insurance is not the most exciting topic. In this webinar we'll offer guidance on how to compare different insurance policies, assess your risk, read beyond the marketing and how to get the most value for your money.


READ MORE READ MORE
13 Apr '23

Xero Personal Cashbook: How to edit your chart of accounts


READ MORE READ MORE
13 Apr '23

Xero Personal Cashbook: How to reconcile your personal credit card


READ MORE READ MORE
13 Apr '23

Xero Personal Cashbook: How to reconcile transfers between your accounts


READ MORE READ MORE
13 Apr '23

Xero Personal Cashbook: How to prepare a cash summary report


READ MORE READ MORE