Client relationship (CUREL)

Relationships of a client with a tax agent can now be established or removed within Onvio. Currently, Onvio handles setting up relationship the at client level only. 

Adding a Relationship  

  1. Open an existing client or create a new client.
  2.  Scroll to Agent client relationship in the General tab
  3. Turn on the toggle 
  4. Select the Tax agent in the new window
  5. Click Add
  6. If a relationship is successfully added in ATO, you will receive a success message from ATO and a link to an ATO Report containing ATO responses.
  7. If the relationship is not successfully added, you will receive a rejection message from ATO and a link to an ATO Report containing a list of error messsages.

Removing a Relationship

  1. Click the toggle to the off position.
  2. Select Remove in the new window. If accepted, you will receive a message that the removal was successful.
  3. If the relationship is rejected, you will receive a a link to an ATO Report containing a list of error messsages.

Was this article helpful?