Prepare to act on behalf of your client by checking you have the appropriate signed authority to do so.
You must have the appropriate signed authority to act on behalf of the client. For tax agents you'll need authority for all accounts listed. If you're authorised at the income tax level, you're also authorised for all client accounts.
To view and update the accounts you're authorised to act on behalf of:
- select a client
- select Profile then Maintain authorisations
- an Existing agent link will display if another agent has authorisation for an account listed. Selecting an account with another agent listed will remove that agent. If you've authorisation for the account, you'll need to remove the existing agent and a Delete pending indicator will display
- select or deselect the relevant authorisations and any additional accounts you're authorised for.