Preparing to lodge
Adding clients to your client list
You must add new clients to your client list prior to lodging.
If you don't add the client to your list beforehand, you won't be able to lodge on the clients' behalf as your software will be unable to verify your link to the client.
You can add new clients to your client list using the client update service, or through the Tax Agent and BAS Agent portals. In some instances, it may take overnight to process your request.
If you try to lodge for a client not correctly attached to your client list, you'll receive an authorisation error. Common reasons for authorisation errors in the PLS include:
- the client is not on your client list
- the client is attached to a different registered agent number (RAN), if you have multiple RANs
- the TFN or ABN is incorrect
- you are not authorised for the relevant role or account
- your AUSkey permissions have not been set.
You can check if a client is on your client list by using the portals. If the client is appearing on your client list but you are still experiencing an authorisation error, remove and re-add the client and try to lodge again.
Full details of PLS errors, and recommended actions to take, are available in the PLS user guide.
Access to client records
You can continue to add new clientsExternal Link to your client list using the Tax Agent and BAS Agent portals.
Depending on your practice management software, you may be able to manage your client list directly through your SBR-enabled software. You may also have the ability to manage client updates through a batch process. Your software provider will let you know when this option is available.
Access Manager allows you to assign and manage permissions for your staff. However, you will also need to have adequate internal procedures and security controls in place to ensure access to records is strictly controlled.