Your ID check, through Annature

1. You receive an email from Annature on Michael’s behalf, then an SMS code.
2. Enter your name, date of birth and address exactly as they appear on your ID.
3. Scan the QR code to continue on your phone.
4. Photograph the front and back of your driver licence or passport.
5. Take a quick selfie so your face can be matched to your ID.

Michael then reviews the result and records the check. Depending on the services you need, he may also run anti-money laundering checks, such as screening names against sanctions lists.

If the Annature form asks for your TFN or bank details, that’s part of the check. Not sure an email is really from us? Call Michael on (08) 9200 3465 before you start.

Complete your Client Intake Form, through Cone

Once your ID is verified, you receive our Client Intake Form by email from Cone, our client portal. It collects your details and includes your tax agent nomination and client authority, which let Michael act for you and link you with the ATO.

We set you up in our portal and link you to the ATO

Michael sets you up in our client portal, then links you to the ATO client list using your TFN and date of birth and checks your details match the ATO’s records. He may ask for something only you and the ATO would know, such as the reference number on a notice of assessment.

Sole traders: Michael also adds your ABN accounts, including activity statements if you’re registered for GST. There’s nothing extra for you to do.

ATO rules mean we can’t tell you whether a security answer is right or wrong. Changing in 2027: the ATO is extending online agent linking to individuals and sole traders, with a pilot from March 2027 and all new clients from November 2027. You’ll then approve the link yourself in the ATO app or myGov, and we’ll guide you.

ATO health check

Before we quote, Michael reviews your ATO account so the proposal reflects your real position, including:

• outstanding returns and lodgement history;
• balances, debts and any payment plans; and
• the income and deduction information the ATO already holds.

ID and anti-money laundering checks, through Annature

Every director, trustee or partner who deals with us completes the Annature ID check described in Option 1. If you’ve already done it for yourself, you don’t need to repeat it.

On top of the ID checks, Michael completes the anti-money laundering checks the law requires for entities:

• confirming the entity exists and that you can act for it, using the ASIC extract, trust deed, partnership agreement or minutes;
• identifying the beneficial owners, the people who ultimately own or control 25% or more; and
• screening names against sanctions and politically exposed persons lists.

Complete the Client Intake Form, through Cone

A director, trustee or partner completes our Client Intake Form, sent by email from Cone, our client portal. It collects the entity’s details and includes the tax agent nomination and client authority. Companies using our ASIC service add their director IDs here.

Nominate online, then we set you up and link the ATO

The ATO requires every entity with an ABN, other than a sole trader, to confirm its tax agent online, whether or not it’s registered for GST. Michael can’t do this part for you.

1. Set up a myID (Standard or Strong) and link it to the ABN in Relationship Authorisation Manager. You only do this once.
2. Log in to Online services for business.
3. Go to Profile → Agent details → Agent nominations → Add.
4. Search for agent number 70473005 and select the agent shown. Its details are under Your tax agent below.
5. Complete the declaration, select Submit, and send Michael the confirmation.

Give Michael the entity’s TFN by phone, never by email. He then sets the entity up in our client portal and links the accounts you’ve authorised, such as income tax, activity statements (GST) and payroll. We never remove another agent unless you tell us to.

The nomination expires after 28 days if we haven’t added you, so let Michael know straight away. Stuck? Call the ATO on 13 28 66, or follow the ATO’s nomination steps.

ATO health check

Before we quote, Michael reviews the entity’s ATO accounts, including outstanding returns and activity statements, balances and debts, payment plans and payroll reporting, so the proposal reflects the real position.