How do I request a transfer?
This ‘How do I’ lesson commences from the homepage of the Tax Agent Portal after you have logged in.
If you do not know the client’s ABN and/or TFN, you can find the client on the directory.
Step
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Action
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Result
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1.
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Enter the client’s ABN or TFN on the Homepage in the relevant field under ‘Your clients’ and choose ‘Client accounts’ from the drop down menu.
Select the Search button.
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The ‘Client account list’ screen will be displayed.
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2.
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Select the Transfer request button.
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The ‘Transfer request’ screen will be displayed.
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3.
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Select the account you wish to request a transfer from.
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4.
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Enter the relevant details and select the Continue button.
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The Transfer request confirmation screen will be displayed.
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