Hi I am a Tax Agent how do i add myself as an advisor in reckon gov connect?

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  • Updated 10 months ago
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Leanne Chin

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Posted 10 months ago

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Rav, Community Manager

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Hi Leanne,
This is the process -

1. Your client creates the STP entity in their own Reckon Portal account and adds YOU as an Advisor in the 'Company & Advisor' section of GovConnect.

2. Your client registers the Software ID with the ATO (info on how to register the Software ID HERE)

3. You create your own Reckon Portal account if you haven't already.

4. Your client shares their STP entity to your Portal account (info on how to share HERE)

5. You link your client to you in your Tax Agent Portal

6. You can now lodge STP on behalf of your client