Prior to adding SMSF's to your account, you will need to link your WRKR account with the ATO.
If you are an Advisor with a TAX AGENT NUMBER (TAN)
Update the ATO with your SSID
To notify us of your hosted SBR-enabled software services:
- Select My hosted SBR software services.
- Select Notify the ATO of your hosted service.
- Search for a digital service provider in the list, or search by typing the ABN or name.
- Select the ABN link of your digital service provider (This will be wrkr ABN 50611202414)
- Enter the software ID (SSID) provided to you by your digital service provider and select Next.
- Read the Notification statement then select Save.
A success message will appear on the next screen to confirm your notification.
The software ID must match what was provided by your digital service provider.
For more information visit the ATO website HERE
If you are an Advisor without a TAX AGENT NUMBER (TAN)
Notify the ATO of the hosted software service via phone
If you do not have an Access Manager account, phone the ATO on 1300 85 22 32, prepared with the following information:
- proof of record ownership (for example personal TFN, date of birth, address)
- your Australian business number (ABN)
- The name or ABN of your software provider (which is Wrkr and ABN:50611202414)
- Your unique SSID provided to you by wrkr
You will also need your SMSF client to:
Authorise you to submit on behalf of their SMSF and Update the ATO with their ESA
To authorise you to submit on behalf of their SMSF please follow the steps outlined by the ATO HERE
For more information see below:
Update the ATO with their ESA (wrkrSMSF)
SMSF to log into Online Services for Business HERE
1. Select your SMSF ABN and then select Profile and then Business details
2. Scroll down page and update your ESA
OR The SMSF can call the ATO on 1300 85 22 32 and update their ESA for the SMSF to wrkrSMSF
NB: Please ensure all members and trustees of the SMSF update their employer or payroll officer with their new ESA - wrkrSMSF