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

  • 1
  • Question
  • Updated 3 weeks ago
  • Answered
Photo of Leanne Chin

Leanne Chin

  • 72 Points

Posted 4 weeks ago

  • 1
Photo of Rav

Rav, Community Manager

  • 88,952 Points 50k badge 2x thumb
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