To appoint Wingr to act as your tax agent, we need to get your written authority for each different entity that we will be acting for (eg trusts, companies, individuals or partnerships).  And with the growing problems with identity theft and online scams, we also need to confirm your identity and make sure you aren’t being taken advantage of.

There are different processes for appointing us to act as your agent, depending on what type of entity you have.

Individuals & Sole Traders

• We will need you to sign a quick authority form as well as complete an identity check.  Further details are provided on the form.

Partnerships, Companies & Trusts

• The ATO introduced a new layer of security to ensure your entities tax details are safe.  For all partnerships, companies and trusts you will first need to nominate Wingr as your agent before we can add you into our Tax Agent portal.  Full details can be found on this  authority form.