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
- Open an existing client or create a new client.
- Scroll to Agent client relationship in the General tab
- Turn on the toggle
- Select the Tax agent in the new window
- Click Add
- 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.
- 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
- Click the toggle to the off position.
- Select Remove in the new window. If accepted, you will receive a message that the removal was successful.
- If the relationship is rejected, you will receive a a link to an ATO Report containing a list of error messsages.
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