Issue

When initiating Rollover In/Out, I receive an error: "Missing software subscription ID for the tax agent" 

Cause

The tax agent linked to the fund does not have a CAA Software ID, or the CAA Software ID does not match the one reported to the ATO. 

Resolution

Scenario 1

If the tax agent does not have a CAA Software ID set up, please following the steps below to generate the software ID and report to ATO.

Setting up SBR Lodgment for Tax Agent

Scenario 2

If the tax agent's CAA ID is different from the one reported to the ATO, please contact Class Support to update the CAA ID for the tax agent.