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Have you assigned the tax return to the new tax agent? Go to Client Management, View Jobs, Tax, Tax Status.

Confirm the client has been added to your new agent number in the ATO Portal.

1. Have you assigned the tax return to the new tax agent? Go to Client Management, View Jobs, Tax, Tax Status.
2. Confirm the client has been added to your new agent number in the ATO Portal.
3. Contact the ATO.

Error when attempting to download a prefill report after setting up a new tax agent: Client is not associated with the supplied tax agent number.

Tax: Client is not associated with the supplied tax agent number

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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