Your Step-by-Step Guide to Agent Linking

New ATO Requirement:

The Australian Taxation Office now requires you to link Carbon Group as your Tax or BAS agent. This is a one time step that ensures we can represent you officially and take care of your tax matters.

For more information or to see a more in-depth guide, head to the ATO’s website.

Step 1. Set Up Your Digital Identity with myID (previously myGovID):

myID serves as the government’s Digital Identity app, enabling you to authenticate your identity for online services.

Ensure your identity reaches at least a ‘Strong’ strength level. (Note: If you can’t get to Strong, please contact ATO on 1300 287 539 or read more here)

Step 2: Link Your myID to Your ABN

To create this link, use the government’s Relationship Authorisation Manager (RAM) website. RAM is used to manage your business authorisations.

If you’re the principal authority for the business, you’ll need to initiate this step.

Link and Verify

Complete Linking

2. Authorise Others (Optional):

Within RAM, you have the option to grant other individuals the authority to represent your business.

Step 3: Nominate Your Authorised Agent

1. Access Online Services for Business:

(Use your myID to log in)

2. Nominate Your Authorised Agent:

For this, keep details like our registered agent number or practice name at hand.

• Select your ABN from the list
• Go to Profile > Agent Details from the menu
• At the Agent nominations feature, select Add

• On the Nominate agent screen, go to Search for agent.
  • Type your agent’s registered agent number (RAN) or practice name and select Search.
  • Select the agent you want to nominate (if multiple results are returned, select the
    correct agent).
  • Check that the agent’s details are correct.
• Complete the Declaration and select Submit.
• You’ll now see your agent’s details listed under Agent nominations.

For a detailed step-by-step guide, click here to visit the ATO’s official guide.

3. Let us know when you’re done:

Upon nominating us as your agent, we have a 28-day window to process your nomination.

Tick off the entities you’ve linked to ensure you’re processed as soon as possible.