How to Get a Linking Code for the ATO

May 3, 2024
4
minutes to read
by
Justin Bohlmann
Table of Contents

Today, we're diving into a topic that can perplex those new to the Australian taxation landscape – obtaining a linking code for the Australian Taxation Office (ATO). Whether you're setting up your myGov account, trying to connect with Centrelink, or looking to link your bank account to the ATO, I've got you covered with this step-by-step guide. The best part? You won't even need to pick up the phone. So, let's jump straight into it.

Ever felt like the Australian Taxation Office (ATO) speaks a whole different language? Don't worry, you're not alone! Especially when it comes to linking your myGov account to access ATO online services. But fear not, tax warriors! This blog will be your decoder ring, breaking down the process and making it easier than ever. 

Forget the Phone Queue, Get Linking Online! 

Gone are the days of endless phone calls and navigating complex menus. Linking your myGov account to the ATO can be done entirely online, saving you precious time and frustration. But before you dive in, there's a key piece of information you'll need: details from your tax record. 

What Information Do You Need? 

The ATO wants to make sure it's really you linking your account, so they'll ask you to answer two questions about your tax history. To answer these questions correctly, you'll need some handy documents: 

Bank Account Details: This could be the account you receive your tax refund into, or one that's earned interest in the past two years. You'll need your BSB number and account number (minus any spaces or symbols). 

PAYG Payment Summary: This document, provided by your employer, details your gross income (no cents, spaces, or fancy symbols allowed!). 

Centrelink Payment Summary: If you receive Centrelink payments, this summary shows your taxable income for the past two years (again, whole dollar amounts only). 

Notice of Assessment (NOA): This official document from the ATO, typically received within the last five years, holds the key details like the date of issue and the ATO reference number (both located in the top right corner). 

Super Account Details: Dust off your super statement from the past five years! You'll need your member account number and the super fund ABN (Australian Business Number). 

Dividend Statement: Got some investments? A dividend statement from the past two years will provide your investment reference number (include all the digits, no spaces!). 

Don't Have All the Documents? No Problem! 

If you can't find some of these documents, don't panic! The ATO offers alternative questions you can answer to link your account. 

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Linking Made Easy: A Step-by-Step Guide 

  1. Head over to https://my.gov.au/ and sign in to your myGov account. 
  2. Locate the ATO section and follow the prompts to link your account. 
  3. Answer the two questions about your tax record using the information we discussed earlier. 
  4. If you have the necessary details, you won't need a separate linking code. However, if you can't answer the questions, the system will guide you through generating a unique linking code.

Getting Your ATO Linking Code  

So, you're ready to link up with the ATO? Fantastic! The process might seem daunting, but trust me, it's a breeze. Here's what you need to do:  

  1. Access Your myGov Account: The first step is to log in to your myGov account. If you're new to myGov, don't worry – it's a one-stop portal for accessing a range of government services, including the ATO – and you can create a new account here.  
  2. Navigate to the ATO Section: Once you're in your myGov account, locate the section dedicated to the ATO. This is where the magic happens.  
  3. Generate Your Linking Code: Within the ATO section, you'll find an option to generate your linking code. Click on it, and the system will guide you through the process. It's a security measure to ensure your information stays safe and sound. 

So, there you have it! With this guide and the right documents in hand, linking your myGov to the ATO is a breeze. Now you can enjoy the benefits of online access to your tax information, making tax time a little less taxing. Remember, the ATO also has a dedicated helpline (13 28 61) if you encounter any hurdles along the way. 

Bonus Tip: Once linked, your ATO linking code can also be used to connect your myGov account to other government services, saving you time and effort in the long run. 

Happy linking and a smoother tax journey to you! 

Further reading:

‍Linking Your Bank Account with the ATO 

Linking your bank account to the ATO offers a world of convenience, especially regarding tax refunds. Follow these steps:  

Access the ATO Section: Yes, we're back to the ATO section within myGov.  

Choose the Bank Account Option: Look for the option to link your bank account. This is an integral part of ensuring smooth tax processes.  

Provide Necessary Details: The system will prompt you to provide the required information, including your linking code and bank account details. Once done, you'll be all set!  

Need Assistance? Dial 13 28 61  

If you ever find yourself in a pickle during this process, fear not! The ATO has a dedicated helpline to address any questions about the linking code. Just dial their friendly customer support at 13 28 61, and their team will guide you through any hurdles.  

ATO Linking Code FAQs   

Can I use the same linking code for multiple purposes?  

Your linking code can be used across government services, including Centrelink and your bank account.  

Is my linking code permanent?  

No, your linking code will remain active for a certain period. Make sure to keep it handy for future use.  

Can I generate a new linking code?  

If your code has expired or you've misplaced it, don't worry. You can generate a new one quickly within your myGov account.  

About Thriday 

Thriday is a game-changing new product streamlining small business operations by offering a comprehensive automation solution for banking, accounting, and tax. With Thriday, small businesses can automate their financial processes, from reconciling transactions and tracking expenses to preparing tax returns.  

The platform's intelligent accounting system ensures that books are always up-to-date, reducing the need for manual data entry. Thriday's tax automation feature simplifies the often complex and time-consuming task of tax preparation, helping businesses stay compliant while maximising deductions. By leveraging cutting-edge technology and a user-friendly interface, Thriday empowers small businesses to focus on growth and innovation rather than getting bogged down by financial paperwork. You can join Thriday for free here. 

Thriday is an all-in-one financial management platform for small businesses.
Thriday is an all-in-one financial management platform for small businesses.

Key Takeaways  

Obtaining a linking code for the ATO is a straightforward process that eliminates the need for long phone calls. Through myGov, you can seamlessly link your accounts, ensuring a smoother tax journey. Remember, the ATO's customer support is just a call away if you encounter any issues. So, there you have it – a comprehensive guide to getting your linking code without the hassle. Until next time, happy linking and tax season, folks! 

DISCLAIMER: Team Thrive Pty Ltd ABN 15 637 676 496 (Thriday) is an authorised representative (No.1297601) of Regional Australia Bank ABN 21 087 650 360  AFSL 241167 (Regional Australia Bank).  Regional Australia Bank is the issuer of the transaction account and debit card available through Thriday. Any information provided by Thriday is general in nature and does not take into account your personal situation. You should consider whether Thriday is appropriate for you.

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