22/11/2023
From 13 November 2023, all businesses with an ABN (except sole traders) must use the ATO’s Online Services for Business (OSFB) to nominate a Tax Agent or BAS Agent. This process is known as Client-agent linking.
There are 5 steps which clients must work through in order to nominate an agent. This document is designed for you to give to your clients, thereby streamlining the assistance you provide them to perform the necessary steps. On a single page, it draws together a summary of what is Client-agent linking, the steps the client needs to perform and a list of available resources from the ATO and other government agencies.
You can customise and format the document as you see fit (with the areas requiring your customisation highlighted in yellow). You can then add your own branding.
https://www.austbook.net/client-aging-linking