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Process for Setting Up MyGovID and Authorisation for New AusIndustry R&D Tax Portal

AusIndustry have changed their reporting processes whereby they are mandating the use of a new online form for FY21 onwards. As part of this, directors of companies must set up a myGovID account (or use an existing myGovID), then link their personal myGovID to their R&D-registering company, then link to the R&D tax advisor preparing the application.

Instructions for this process to link Swanson Reed to your company are as follows:

Note that if you have previously activated your company as an R&D Entity via the new AusIndustry online portal and you simply need to link your business with Swanson Reed, please proceed directly to Step 4.1, click on your entity when inside the AusIndustry Portal, and then complete steps 4.8 to 4.13.

Step 1: be in front of your computer with a mobile device

The company director should be in front of their PC or tablet, with their mobile device (the process does not work well if you attempt to connect using only a mobile device).

Step 2: establishment of principal individual’s personal MyGovID account

Ensure that the R&D-registering company’s principal individual authority (usually the company director of the R&D entity) has set up their own personal myGovID profile, which requires:

• a smart device
• an email address
• verification documents (may include driver license, passport, birth certificate or Medicare card)

To set up personal myGovID profile:

2.1       Download the myGovID app onto your mobile device through the App Store or Google Play.

2.2       Open the app and follow the prompts to enter your personal details.

2.3       Verify two identity documents that have matching details to each other. This can be done by holding the document to the camera of your mobile device, or by manually entering in the details of your identifying document. When verifying the documents, the app will sit on a loading screen for several minutes – do not close the app. More details are here.

Step 3: link principal individual’s personal myGovID account to R&D entity via RAM

Link the principal individual authority’s myGovID account to the R&D-registering company:

3.1       Using an internet browser on your PC or tablet, go to the Relationship Authorisation Manager (RAM) login page here.

3.2       Click the green box labelled “Login with myGovID”.

3.3       Type your email address used to set up your myGovID account into the white box labelled “myGovID email”.

3.4       Click the adjacent box labelled “Login”.

3.5       A four-digit code will appear on the browser screen of your PC or tablet. At the same time, on your mobile device, a notification should appear with an “authentication request”.

3.6       Click on, or accept the “authentication request” on your mobile device, then type the four-digit code on the browser screen into your mobile device.

3.7       Once you have typed in the four-digit code, go back to your internet browser, which should now have allowed you access to the Relationship Authorisation Manager (RAM).

3.8       Within the RAM, Click on “Link your business”. If this function is down, you will need to manually call the RAM admin team to do proof of ID over the phone using these details:

• phone 1300 287 539 and select option 3
• you will need to provide personal details to complete a proof of identity check
• checks will be completed to confirm your association to the business

Step 4: Link Swanson Reed to R&D entity, via new R&D portal

Link Swanson Reed to the R&D-registering company:

4.1       Using an internet browser on your PC or tablet, go to the R&D Tax Incentive Customer Portal login page here.

4.2       Click on the black label which says “Continue with Digital Identity”. This will take you to a mygovid.gov.au website.

4.3       In the white box on this mygovid.gov.au website, enter the email address that is linked to your MyGovID account.

4.4      A four-digit code will appear on your computer’s browser. At the same time, on your mobile device, a notification should appear with an “authentication request”.

4.5       Click on, or accept the “authentication request” on your mobile device, then type the four-digit code on the browser screen into your mobile device.

4.6       Once you have typed the four-digit code into your mobile device, go back to your internet browser and you will be logged in to the R&D Tax Incentive Customer Portal.

4.7       Once in the R&D Tax Incentive Customer Portal on your browser, select the relevant R&D-registering entity. The opened portal may seek your approval to activate the company as an R&D entity, and if so, click to proceed.

4.8       Click the ‘Manage access’ option on the ‘Manage your applications’ dashboard.

4.9       Click ‘Add new authorisation’ on the ‘Manage access’ screen, under the ‘Business authorisations’ heading.

4.10       Enter the ABN for Swanson Reed (SR Tax Services Pty Ltd: ABN: 72 137 072 701), then select “search” to bring up our entity, and select SR Tax Services Pty Ltd.

4.11     Select ‘Tax professional’ as the relationship.

4.12    Enter the period of the authorisation to start from today’s date, and end on 30 June 2027.

4.13     Click ‘Add authorisation’, which should complete the process.

Resources and Help

For additional assistance please see the reference material available here or please contact our office.