Linking a client: Portal Guide

Link your account to a taxpayer's land tax record.

To link your account to a taxpayer’s land tax record, select Link to a Client ID from the Quick Links. You'll need to enter the Client ID and Payment Reference Number.

Taxpayer Name

Select the name of the taxpayer you are requesting access for or on behalf of.

If you're an individual or joint owner of property and require online access to your own land tax information, select your own name from the list. You will also need to indicate that you are ‘an individual taxpayer’ and upload a copy of one of the following documents to confirm your identity as the taxpayer

  • driver’s licence
  • passport
  • birth certificate
  • marriage certificate
  • Medicare card or similar
  • change of name document
  • employment identification card
  • any other type of Photo ID

If you are requesting access as an authorised representative of a taxpayer, select the name of that taxpayer from the list. For example, if you are the trustee of a trust that has beneficial ownership of land, select the name of the trust from the list. You will also need to indicate you are ‘an authorised representative of the taxpayer’.

Authorisation

If you're an authorised representative, you must

  • specify whether you are authorised to have administrative access. Administrative access will allow you to submit requests to change taxpayer information via Land Tax Online Services.
  • define your relationship to the taxpayer as an Authorised agent, Employee, Trustee, Family member or Power of Attorney.
  • upload a copy of a document that contains evidence of your authority to act on behalf of the taxpayer. The evidence required is dependent on your relationship to the taxpayer and may include
    • Authority to Act (a letter from the taxpayer that outlines your authority to act on their behalf)
    • Trust Deed
    • Deed of Variation
    • Administration Order
    • Guardianship Order
    • Enduring Power of Attorney
    • Letters of Administration
    • Grant of Probate

You'll either be automatically approved or your link request will be submitted for consideration. You'll receive a notification indicating the status of your request.

Click the link to provide additional information regarding the approval.

Click Dismiss to remove the notification and store it in the Event Log.

Page reviewed 9 March 2020