Accountant

When you login in your brand-new account, you will be taken to the dashboard page. You will not see many options in the side menu because you have not subscribed to any plan yet.

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As an accountant user, you can subscribe to the business plan to manage your practice’s finances, client billing, accounting, and taxes.

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Please refer to Getting Started > Business owner article for further details.

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In this article, we will discuss the features available to you as an accountant user.

Settings

First, let’s explore the settings page to complete setting up your account. In the top-right corner menu, click on Settings.

On the settings page, you can add your Practice business details and ABN.

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In ATO settings, add your Tax Agent or BAS Agent registration number. Here you will also find your unique 10-digit software ID for nominating Myaccountant software with the ATO. This will enable you to submit your clients’ STP and activity statements to the ATO.  

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Clients

In the side menu bar, click on Clients and you will be taken to the Clients page. Here you can onboard and access your clients account.

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Once you add a client. Click on Connect to access the client.

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Team

The Team option in the side menu is where you can add other practice staff and set their access permissions.

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