Just wondering if there is a way to send Client approved documents to our Director to digitally sign/approve the document as Tax Agent via the Myob Portal?
Hi @Myrtle
Your Director/Tax Agent can co-sign the documents during the publishing process if required. This is the only way to have both digitally sign the document. It is not possible to digitally sign a document and then republish again for another signature. As editing the document to add the second signature invalidated the first digital signature.
We have been advised by many of our clients that it is not necessary for the Tax Agent to co-sign returns. For clarification on signing requirements please contact the Australian Taxation Office. https://www.ato.gov.au/Tax-professionals/Prepare-and-lodge/Managing-your-lodgment-program/Client-declarations-and-lodgment-online/
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