If your business structure has changed and the ATO have issued a new Tax Agent Number (TAN):
Create a Finance Case
Log in to your Customer Success Portal.
Go to the My Access tab, then go to the Bills & Payments tab.
Click Create Finance Case.
Select Update Company Details and provide the following information:
Your Client Reference Code
The new Tax Agent Name and Tax Agent Number
Any associated documentation
Indicate the HandiTax years you need updated.
The Revenue Cycle/Billing team will process your changes and advise.
Add another Tax Agent Number
Log in to Tax.
Select the Settings Cog to access the Practice Settings.
Select Agents tab.
Click +Add an Agent.
Fill in the Agent number, Agent Name, and other required details, such as BSB, Account Number, Account Name, and ABN, and checkbox options.
The Credit Agent A/C and Fee from Refund allows you to select how the agent's fee is paid.
If the clients' tax returns prepared by this agent are lodged by another agent, select Shared Facility User.
To send the details to the ATO, select Update ATO details and enter your password.
To edit existing agent details, click on the Agent's name, which will open Edit Agent.
Click Save.