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Tax: Set Up M2M Credentials in Elite Desktop

How to setup M2M credentials on an Elite desktop

Before configuring the M2M credentials, you must first complete the installation of the M2M keystore file with the ATO: How to create a machine credential.

⚠️Important: If you are unable to locate the ATOMAS folder either in File Explorer or during the Elite M2M Credential setup, this indicates that the M2M installation did not complete successfully. In this situation, please contact the ATO for assistance with the installation.

Once the folder is visible on your machine at the following location, you can proceed with the Elite setup: C:\users\[yourcomputername]\appdata\Roaming\ATOMAS



Follow the steps to setup the M2M Credentials on an Elite Desktop:

  1. Open Access Elite Practice Management.

  2. Click ATO Processing then PLS Setup.

  3. Click New.

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  4. From the M2M Keystore File field, click Browse.

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  5. If it takes you to the path:

  6. C:\users\[yourcomputername]\appdata\Roaming\Auskey, navigate back to the Roaming Folder and go to ATOMAS, Keystore_new.xml

  7. Alternatively, you can enter the M2M Keystore File path manually within the M2M Keystore File field and click the Enter.

  8. Left-click on the M2M Keystore File and select Open to add the M2M Keystore File.

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📌Note: Do not select the keystore.xml file that is located in C:\users\[yourcomputername]\appdata\Roaming\Auskey

  • On the Select credential…… field click on the drop down arrow to select the credential (ABN and Tax Agent numbers) from the list. When this option is completed.

  • Go to Credential Password field and key in the password twice as prompted by the software. Please use the password that you created when setting up the MyGovID within the Relationship Authorisation Manager.

  • Go to Tax Agent field and select your own Tax Agent from the drop down list

  • Tick the box that says Use M2M credentials when connecting to the ATO

  • Click Save and Close the M2M Credentials screen.

  • Restart Access Elite Practice Management.


How to Setup M2M with Access Elite Practice Management

After setting up your M2M in the PLS Setup, you need to the Practice Setup Tab then click on Edit Users.

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Under the Users column, select the user and complete the field Full name for the PLS Lodgement.

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If you require further assistance, Please raise a new case online.


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