Updating client address (CUADDR)
Tax Agents can now update client’s address (Postal, Home, Business) in Onvio to ATO and vice versa.
Client-Agent relationship should be established at ATO prior updating the financial institution of the client. Learn How
Updating from Onvio to ATO
- From the menu, go to Client > Setup > Add new client or Edit an existing client
- Go to the Client General tab, Agent Client Relationship section and select Action.
- Select the address type (Postal, Home, Business) and select Next.
- Review the address details in Onvio and ATO is shown, and select Update ATO.
- A notification message will be displayed. If ATO has rejected the update, a link to the ATO Report containing the error message is displayed
Updating from ATO to Onvio
- From the menu, go to Client > Setup > Add new client or Edit an existing client.
- Go to the Client General tab, Agent Client Relationship section and select Action.
- Select the address type (Postal, Home, Business) and select Next.
- The address registered in ATO is displayed under ATO column. If you have not entered address details in Onvio Tax, it will be empty under Onvio column.
- Select Update Onvio.
- A notification message is displayed if the update is successful.
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