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For the default Agent and Tax Contact for the practice click Utilities > Control Record > Names Tab.

The default Agent and Tax Contact appear on each return prepared for lodgment by the practice.


This will be the name printed in the Agent's Declaration.

Agent Name: Enter the name of the default Agent. Additional agents may be added using Maintenance > Agents. Refer to Agents.

SMSF Auditor Number (SAN): This is the 9 digit number provided by the Australian Securities and Investment Commission (ASIC) to each auditor who registers with them as an SMSF auditor. From 1 July 2013 an auditor number is mandatory. If you are the registered auditor for any of the Self-managed superannuation funds in your ledger, these details will be defaulted to the SMSF Auditor item 6 fields when you answer Y at the ‘Use Agent’s details’ field.

Professional Body: Select from the list of valid codes that which represents the professional body of which you are a member.

Membership Number: Your membership number should be entered without spaces.


The Tax Contact is printed in the Agent's Declaration and is the person the ATO will contact when querying the income tax return.

Contact Name: Enter the default Contact for the practice. For ELS purposes it should be no more than 25 alpha characters.

Changes made to these names, addresses and phone numbers update returns except those that have been completed or lodged.

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