This process is giving the "Tax Agent" details for each client/organization's tax form.
The agent or client will want to decide if the tax form includes Agent details (Tax Agent or BAS agent) or if you want the form to simply include the client details only.
To do this, select "Settings > Tax Return", and select a contact source to "Agent" for every category.
For the client that you do not want to include, or client wishes to receive the form on their end, just navigate to the client "Settings > Tax Return" and choose "Client"
(click the image to see the full view)
If you want to have an over-all default settings applied to ALL your clients, please check HERE
For Activity Statement (BAS/IAS)
If you activate the automated activity statement collection feature, then your activity statements should be collected and prefilled by the ATO in an automated manner.
Each of our forms which are available for BAS agents such as TPAR, TFND, PS has an option to use Agent contact details on the form.
The options in the "Settings > Contact Details" affect the one on the form.
User should check the portal for their client details (Address, Contact numbers, Email Address). BAS Agents have the same settings in their ATO Portal for managing where correspondence from ATO goes.
Bookkeeper/BAS Agent can manage the following option.
