Agent e-linking guidelines updated

Revenue has updated its guidelines for agents and customers regarding the agent e-linking process incorporating several revised screenshots and additional explanatory material. The update also includes links to further detailed guidance and how‑to videos on approving agent link requests.

The following are the relevant revised screenshots:

• Figure 2, ‘Manage Tax Registrations screen in ROS’.
• Figure 13, ‘Client Link Requests dashboard screen – Pending Link’.
• Figure 16, ‘Client Link Requests dashboard - Approved Link’.
• Figure 17, ‘Date Completed view’.

In addition, paragraph 2.1.1.2 describes the agent view when an agent link request has been approved, and paragraph 2.1.5 explains how agents or advisors can link to a deceased customer who was registered for ROS or myAccount.