Client Onboarding – ATO Agent Nomination Process

The Australian Taxation Office (ATO) now requires all businesses and entities with an ABN to nominate their registered tax agent before we can formally access your records and begin acting on your behalf.

We appreciate your assistance with this important step in the onboarding process.

 Step 1 – Set Up Your Digital ID

 You will first need to set up your Digital ID using the myGovID app. Please ensure you establish either a:

  • Standard identity strength, or
  • Strong identity strength

Step 2 – Link Your Digital ID to Your Business

Once your myGovID is established, you will need to link it to your ABN using the Relationship Authorisation Manager (RAM).

If you are a company director, public officer, or other “primary person” for the entity, additional identity verification with the ATO may sometimes be required.

Step 3 – Nominate Us as Your Tax Agent

After logging into Online Services for Business, please:

  • Go to Profile
  • Select Agent details
  • Choose Add nomination
  • Search using either:
    • Our Registered Agent Number (RAN), or
    • Our practice name
  • Complete the declaration and submit the nomination

 Step 4 – Notify Our Office

Once the nomination has been submitted, please notify us so we can finalise the linking process. Please note that the ATO does not send us an automatic notification when a nomination is completed.

You may also wish to save or download the confirmation PDF and email it to us for our records.

Alternative Option

If you are unable to complete the online nomination process, please contact the ATO directly on 13 28 66 and nominate:

Mr Wing Kan Valentine Tse
Tax Agent Number: 7374 7008

Important Timeframes

  • Once submitted, the nomination remains active for 28 days
  • If required, the nomination period can be extended once for a further 28 days
  • Once accepted, we will be able to manage all authorised tax accounts on your behalf, including income tax matters

Please let us know once the nomination has been completed so we can proceed with your onboarding and commence acting for you.