Link your QRO Online account to another person, company or trust

Once you have created your contact card, the person who you want to link to needs to assign you permission to access their account information. To do this, they must also have a QRO Online account and a contact card.

Once you have received access:

1. Log in to QRO Online.
2. Select View accounts on the home page.
3. Select their name from the Client list.
   Their name and client number will then appear at the top-left of the screen.

You can return to your account by going to Home.

If the person is unable to create their own account, you will need to submit an enquiry in QRO Online.

1. Select Submit enquiry on the home page
2. Complete the details and submit.

We’ll contact you to verify your relationship with that person.

You can link your account to a company or trust account if you are registered as a director, trustee or director of a corporate trustee.

Once you have created your contact card:

1. Select the Request permission tab.
2. Select your role.
3. Enter the client number of the company or trust account you want to link to.
   The client number can be found on past assessment notices.
   If you are a director of a corporate trustee, you will be prompted to add the ABN or ACN as well.
4. Select Request.
   If your relationship with the company or trust is confirmed, permission will be granted and you will have administrator access to that account.
5. Go to Home and select View accounts.
6. Select the company or trust name from the Client list.
   Their name and client number will then appear at the top-left of the screen.

You can return to your account by going to Home.

If your relationship with the company or trust is not confirmed, check your details and add the ABN or ACN.

If your relationship is still not confirmed, select Other and submit an enquiry. Enter all relevant information including your role and the company or trust. We’ll contact you to verify your relationship and link your account.

Administrators

As a company or trust account administrator, you can assign permission to someone else (e.g. another director or trustee, a company employee or accountant). They will need their own QRO Online account and contact card before you assign them permission.

There are 2 ways you can access a company or trust account if you are not the director or trustee.

1. Another user can assign you permission

If a company director or trustee has already linked their personal account to the company or trust that you need to access, they can assign you permission if you have created your contact card. Once this is done, you can access the account.

1. Select View accounts on the home page.
2. Select the company or trust name from the Client list.

2. Request permission

If the director, trustee or the corporate trustee is unable to register for QRO Online and you’re the first person to request access, follow these steps:

1. Create your contact card.
2. Select the Request permission tab.
3. Select Other.
   Enter all relevant information, including your role and relationship with the company or trust.
4. Select Submit enquiry.

We’ll contact you to verify your relationship and link your account.

You should do an audit of users who have access to your personal, company or trust details regularly.

To unlink (remove or delete) a user from your account, cancel their access.

1. Select View permissions.
2. Select Edit from the Actions column.
3. Select each authorisation level and change the Valid to field to today’s date.
4. Save.

When you stop working for a client or company, you can unlink your account from theirs. To do this:

1. Select View permissions.
2. Select Edit from the Actions column.
3. Select each authorisation level and change the Valid to field to today’s date.
4. Save.