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  • Tax and BAS agents

    Authorising users to registered agent numbers

    To give your staff access to the clients of your registered agent number, you need to authorise their AUSkey in Access Manager and give them the necessary permissions. If you have more than one registered agent number, you can assign a user with multiple agent numbers.

    Access manager is now connected with Relationship Authorisation Manager (RAM). As a result, you may notice some different fields and terminology in Access Manager. Refer to Using Access Manager for more information.

    Assigning a registered agent number

    To assign a registered agent number to your users:

    • Select Access and permissions from the left hand menu.
    • Select the user.
    • Select Assign RANs on the 'modify access and permission' screen,
    • Select the agent number you are giving access to (option to select all current and future RANs is available) on the 'tax practitioner access' screen.
    • Select Save to return to the 'modify access and permissions' screen and select permissions in the My Clients tab.

    Assigning user permissions to access your clients

    When you have assigned a registered agent number to a user, you then need to setup the permissions they need to access your clients.

    To assign permissions:

    • Select Access and permissions from the left hand menu.
    • Select the user's name from the main list.

    TP Access and permissions

    • Under Permissions select the Client tab.

    Modify access and permissions

    • Select the relevant permissions.
    • Select Save.

    Access and Permissions Client Tab

    Watch:

    Media: Access Manager - desktop users
    http://tv.ato.gov.au/ato-tv/media?v=bd1bdiubz353p7External Link (Duration: 02:13)

    Restricted clients (for registered agents)

    As a registered agent you may restrict client accounts deemed to be sensitive or private, such as your own accounts. You may not want some or all of your staff with Standard AUSkeys to have access to these client accounts in the Tax Agent or BAS Agent Portals.

    When you restrict a client, Access Administrators (by default) are the only users who will have access to that client's information. You can then specify which standard users will have access to that client in the Tax Agent or BAS Agent Portals.

    Clients can be restricted from the Restricted clients function, available from the left hand menu in Access Manager.

    To give permissions for Standard user to restricted clients:

    • Select Access and permissions from the left hand menu.
    • Select the user's name from the main list.
    • Under Permissions select the Client tab.
    • Select Access to all restricted clients permission.
    • Select Save.
      Last modified: 25 Jun 2019QC 40983