How this usually works
A well-managed change BAS agent process is structured, quick and low risk. Your new provider should outline the exact steps and confirm who is responsible for each action.
Typical steps to switch BAS agents
- Define scope and deadlines: BAS only, or BAS plus bookkeeping, payroll/STP and ATO debt support. Note your next BAS due date and any overdue lodgements.
- Engage and authorise: Sign an engagement letter, verify TPB registration, then authorise the agent to act with the ATO. Some entities must approve the client-to-agent link in Relationship Authorisation Manager (RAM).
- Provide software access: Invite the agent to your accounting system (Xero/MYOB/QuickBooks) with advisor access. Share add-on access (receipt capture, POS, inventory) if relevant.
- Handover documents: Last four BAS lodgements, ATO integrated client account statements, trial balance, aged payables/receivables, unreconciled bank items, payroll/STP summaries and any adjustments.
- Triage and fix: The agent reviews file health, prioritises issues that affect BAS accuracy (GST coding, PAYGW, payroll setup) and documents any cleanup required.
- Lodge and stabilise: Prepare and lodge the next BAS, then agree an ongoing timetable, review rhythm and how urgent questions are escalated.
Australian context to keep in view
- BAS covers GST, PAYG withholding and may include PAYG instalments, Fuel Tax Credits and other labels depending on your registration.
- BAS can be lodged by you directly (Online services for business) or by a registered BAS agent or tax agent via Online services for agents.
- To verify a practitioner, search the Tax Practitioners Board public register for their registration number and status.
- Switching agents does not change your BAS frequency (monthly/quarterly/annual) or accounting basis (cash/accrual) unless you and your agent apply to change it.
- Some entities must approve client-to-agent linking requests in RAM before an agent can access ATO accounts. Your new agent will guide you through this if it applies.
- Good provider fit is about relevant industry experience, scope clarity, turnaround during lodgement peaks, communication style and transparent pricing.
What to compare before you commit
Scope
Ensure the proposal covers everything behind your decision to change bas agent: review, cleanup, BAS prep and lodgement, payroll/STP configuration, and ATO liaison if needed.
Software fit
Confirm deep experience with your platform (Xero, MYOB, QuickBooks) and add‑ons. Ask for a plain‑English workflow from source document to BAS lodgement.
Turnaround and communication
Ask about review times, lodgement windows, who you contact for urgent questions, and how queries are handled in peak BAS periods.
Compliance & credibility
Verify TPB registration, professional indemnity cover and data security practices. Request examples of similar businesses or industries they support.
Best next steps
Write down the exact outcome you want: on‑time BAS lodgements, a fixed‑fee cleanup, payroll confidence, or better monthly reporting. Then shortlist providers against that outcome, not just job titles.
If you are still deciding, start with the BAS Agent Services page, check related Bookkeeping Services if cleanup is required, or use the help centre for specific questions.
Ready to move? Send the brief below and we’ll help you match with the right BAS agent for your software, industry and deadlines.
Frequently asked questions
How do I change my BAS agent with the ATO?
Engage a TPB‑registered agent and provide authority to act. Your new agent will request access via Online services for agents. For some entities, you’ll need to approve the client‑to‑agent link in RAM. Once linked, they can view your ATO account and lodge your BAS.
Do I need to tell my old BAS agent?
Yes. Request a disengagement handover with the last BAS lodged, file notes, payroll/STP details and any open queries. Confirm an end date, pay final invoices and remove software access once the handover is complete.
How long does it take to switch BAS agents?
Most small businesses complete the change in 1–5 business days. It depends on how quickly ATO authority is granted and whether handover documents and software access are ready.
What will my new BAS agent need access to?
Advisor access to your accounting software, payroll/STP, recent BAS and ATO statements, plus supporting documents for any large GST adjustments. View‑only bank access can speed up reconciliations if agreed.
Will changing agents affect my BAS frequency or method?
No. Your cycle and accounting basis remain the same unless you choose to change them with your agent and the ATO approves the change.
What should I read next?
See BAS Agent Services for scope detail, explore Bookkeeping Services for cleanups, or use the Help Centre for quick answers.