If your business structure has changed and the ATO has issued you a new Tax Agent Name or Number, the principal business contact in your firm should follow the steps outlined below:
Create a Finance Case
Unsubscribe from your existing ATO EFT Report Service
Upload new index files
Update your Agent Trust Account
Create and upload your ATO Machine Credential to HandiTax
Re-subscribe to the ATO EFT Report Service
Create a Finance Case
Log in to your Customer Success Portal.
Go to the My Access tab, then go to the Bills & Payments tab.
Click Create Finance Case.
Select Update Company Details and provide the following information:
Your Client Reference Code
The new Tax Agent Name and Tax Agent Number
Any associated documentation
Indicate the HandiTax years you need updated.
The Revenue Cycle/Billing team will process your changes and email the updated license file(s) to the principal business contact.
Unsubscribe from your existing ATO EFT Report Service
If you currently receive EFT Reconciliation reports from the ATO, you will need to unsubscribe from this service before updating your index file.
In the current year of HandiTax, go to ATO Reports, then Manage EFT Subscription.
Select the Unsubscribe radio button, then enter your Credential Password, then press Submit.
Review the Attention window, then select Yes to proceed.
If the Lodgment Information report displays, click Close.
Upload new index files
Follow the index file instructions provided in your email from the Revenue Cycle/Billing team.
Note: Your new Tax Agent information will replace your existing details.
Update your Agent Trust Account
In HandiTax, go to Options, Front Cover Defaults.
In the Trust Account Details section, review the BSB, Number and Name entered, then click OK.
Create and upload your ATO Machine Credential to HandiTax
When you change your business name, Tax Agent Name or Tax Agent Number, you will also need to create and set up a new machine credential.
Re-subscribe to the ATO EFT Report Service
After updating your machine credential in HandiTax, you can then resubscribe to the EFT Report Service.
In the current year of HandiTax, go to ATO Reports, then Manage EFT Subscription.
Select the Subscribe radio button, then enter your Credential Password, then press Submit.
Review the Attention window, then select Yes to proceed.
If the Lodgment Information report displays, click Close.
To check this has been done successfully, go to ATO Reports, EFT Reconciliation.
Enter your Credential Password, then press Submit.