Switching to HelloLedger as your registered tax agent?
We're thrilled to have you on board!
To make it official, the Australian Taxation Office (ATO) requires you to nominate HelloLedger as your tax agent. Don’t worry—it’s a straightforward process, and we’re here to guide you every step of the way.
Here’s everything you need to know to complete the client-to-agent linking process smoothly.
Why You Need to Nominate a Tax Agent
Client-to-agent linking is a new protection the ATO has introduced to protect taxpayers against identity-related fraud and theft. To improve the security of your tax and super information, businesses must securely nominate their registered tax agent before any information can be shared or managed on your behalf.
Who Needs to Nominate a Tax Agent
If your business or structure operates under an ABN, you’ll need to complete this process to securely authorise HelloLedger as your registered tax agent.
This includes:
Companies – For corporate tax compliance and management.
Partnerships – To handle partnership tax obligations.
Trusts – Including family trusts and unit trusts for managing tax compliance.
Self-Managed Super Funds (SMSFs) – To ensure your SMSF meets annual compliance and reporting obligations.
Not-for-Profits – For registered non-profit organisations requiring specialised tax management.
Note that Sole traders are excluded from this process as their ABN is directly linked to their individual tax file number (TFN), eliminating the need for separate client-to-agent linking.
If you fall into one of these categories, nominating HelloLedger as your tax agent is a straightforward step that ensures your tax affairs are handled by professionals.
Follow the steps below to get started!
Steps to Nominate HelloLedger as Your Tax Agent
Follow these simple steps to link us as your agent:
1. Set Up Your myID
If you don’t already have a myID, download the app and follow the instructions to create your digital identity. Make sure to choose a Strong or Standard identity strength for security.
2. Link Your myID to your ABN in the Relationship Authorisation Manager (RAM)
Once your myID is ready, link it to your Australian Business Number (ABN) through RAM.
Log in to RAM and select Link my business.
If you have a Strong myID, you can complete this step online as follows:
Select Link my business.
Add your personal address (postal or residential). Make sure this address is the same that the ATO has for you.
Select Continue.
Select the business or the businesses that you wish to link. (If you can’t find your business, check and update your ABR details.)
Select Continue.
Enter your email address and select Send email. You’ll be sent a verification code to the email address you entered.
Once you receive the email with the verification code, enter the code into the field provided, then select Verify.
Select Continue.
Read the Declaration summary then check the box to confirm you understand and accept.
Accept by selecting Submit.
You will see a confirmation pop up to confirm that you have successfully linked your business.
Select Continue to close it.
You’ll be redirected to the manage authorisations page in your account, where you can see the business, or businesses, you have linked.
If you have a Standard myID or are a primary person not listed as an individual associate in the Australian Business Register, you will need to contact the ATO on 1300 287 539 and select option 3 during operating hours to complete a proof of identity check.
3. Log In to ATO Online Services for Business
Using your myID, log in to the ATO’s Online Services for Business.
4. Nominate HelloLedger as Your Agent
Now it’s time to nominate HelloLedger:
Go to Profile and select Agent details.
Under Agent nominations, click Add.
Enter HelloLedger’s Registered Agent Number: 26033135 in the search bar, then press Search From the results, select Helloledger Pty Ltd.
Confirm the details, complete the declaration, and click Submit.
You’ll receive a confirmation that the nomination is complete.
5. Notify HelloLedger
The ATO doesn’t notify us automatically when you nominate HelloLedger as your agent, so be sure to let us know once you’ve completed the process as we only have 28 days to action the nomination before it expires. You can send us a copy of the nomination confirmation for our records.
Extending a Nomination: What to Do if You Need More Time
If HelloLedger needs more time to add you as a client after you’ve submitted a nomination, you can use the Extend feature in the ATO’s Online Services for Business. This will give an additional 28 days from the date you extend, ensuring your nomination stays active.
Here’s how it works:
When Can You Extend a Nomination?
The Extend feature becomes available the day after you submit the nomination and remains accessible anytime during the initial 28-day nomination period. If the original nomination expires, you’ll need to submit a new nomination instead.
Steps to Extend a Nomination
Log In to Online Services for Business: Access the Agent nomination section from the Profile tab.
Select Extend: Locate your agent’s details on the Agent nomination screen and select Extend next to their name.
Confirm the Details: Review your agent’s information on the Extend agent nomination screen. If the details are incorrect, you can choose Delete to remove the nomination and start again.
Complete the Declaration: Confirm your extension by completing the declaration and selecting Submit.
Notify HelloLedger: Let us know once you’ve extended the nomination so we can continue assisting you.
Need Help?
If you encounter any issues during the process, the ATO has detailed resources and support to assist you:
Or, feel free to reach out to us at HelloLedger. We’re always happy to assist you with the process.
Switching to HelloLedger as your tax agent is a step toward seamless tax compliance and expert advice tailored to your needs. Let’s get started—nominate us today and experience the HelloLedger difference!
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