Is it possible to change the Contact Person's information on the TBAR file, but still keep the original tax agent's relationship to the Fund?
By design, only one default relationship can be added to one Fund. If you want to change the contact person's information without changing it in Class, you will need to manually change it in the ATO File.
Refer to our User Guide, Generate and Lodge a TBAR file, for detailed steps on how to generate and download the ATO file.
Once the file is downloaded, open it with WordPad (this is makes it easier to view)
The Tax Agent organisation and contact person's information are normally on the top of the file, update them to the contact person you want.
- Ensure no extra space is added
- Ensure the Tax Agent number is not changed