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Accountant verifying a client's ID for ATO compliance and client verification

ATO ID Verification Compliance: Are Your Checks Still Valid?

The Australian Taxation Office (ATO) and the Tax Practitioners Board (TPB) have recently reinforced their expectations for Client ID verification requirements, clarifying that many firms may not be meeting compliance standards. A major misconception? Client-Agent… 

ATO Agent linking made easy

Making the ATO’s Agent-Client Linking Easier

The new Agent-Client Linking rule from the Australian Taxation Office (ATO) is a big change for accountants and bookkeepers across Australia. It’s meant to make the relationship between tax agents and their clients clearer, but…