Introduction
With Intello you have the option of lodging your clients SMSF returns via your own tax agent number. This applies to BOTH activity statements as well as annual SMSF income tax returns.
Please note that additional fees may apply if you choose to lodge via your own tax agent number. There is no additional fee for lodging under Intello's tax agent number.
Obtaining your Software ID
To enable Intello to lodge SMSF annual returns and activity statements via your tax agent number (or sub-branch number), you need to request from Intello your Class Software ID which you then will register with the ATO (see below).
To request your Software ID, please email admin@intello.com.au with the following details:
Tax agent name (business or individual)
Tax agent ABN
Nominated individual tax agent (where a business / entity)
Tax Agent Number
Preferred contact phone number, address and email
Once we've set up your tax agent credentials, we will issue you a 10 digit Software ID which you will need to register with the ATO as per the below instructions:
Using Access Manager (with Administrator AUSkey)
As a registered tax agent with an Administrator AUSkey, you will only need to notify ATO of your hosted SBR software service provider once.
You also have the ability to remove or change your notification or notify ATO of another hosted SBR software service provider at any time.
Login to ATO Access Manager using your AUSKEY (must have administrative rights):
Select My hosted SBR software services from the left-hand menu
Select Notify the ATO of your hosted service
Search for a hosted SBR software serviceprovider in the list, or search by entering the ABN or name (Class Super, ABN: 46 121 158 503)
Select the ABN link of ahosted SBR software service provider
Enter the unique software ID you generated in Class and select Next.
Read the Notification statement then select Save
A green success message will appear on the next screen to confirm your notification.
