Adding clients to your client list

Before any lodgments or requests can be made through the PLS, you will need to ensure the client has been added to your client list. This is achieved using the client update (CU) service.

Lodgments will not be accepted unless you create a link to the client by adding them to your client list.

We're progressively introducing a new step in the client-to-agent linking process where a client will need to complete an agent nomination in Online services for business before you can add them or change existing authorisations. More information about who is included is available in our Client-to-agent linking in online services information.

If your client has been included in the new process and they haven't completed the nomination step you may receive this error message when adding them to your client list

You are not authorised at this time to access this account. Contact your client to confirm the agent nomination has been actioned. For more information, visit Client-to-agent linking in online services.