Revenue eBrief No. 053/26

Updates to TDM Part 37-00-04c – Guidelines for Agents and Customers regarding the Agent e-linking process include:

Page 4: updated screenshot of Figure 2, Manage Tax Registrations screen in ROS
Page 9: updated screenshot of Figure 13, Client Link Requests dashboard screen – Pending Link
Page 11: updated screenshot of Figure 16, Client Link Requests dashboard - Approved Link
Page 11: new text describes the agent view of when the Agent Link request was Approved with “Date Completed” column
Page 11: new screenshot of Figure 17, Date Completed view
Page 20: paragraph 2.1.5 describes linking functionality for agents/advisors linking to a deceased customer who is registered for ROS or myAccount
Page 30: new text with links to detailed guidance and how-to videos for Approving Agent Link requests for customers.

Fianáin Suirbhé