Onboarding to the Export Service

Before you start, find out who is a Principal Authority for your business in Relationship Authorisation Manager (RAM). This is someone authorised to act for the business with the ATO. They are often the owner or a company director.

For more information, go to Principal authority | Relationship Authorisation Manager, opens in a new tab.

There are 7 steps to onboard a business:

• the Principal Authority needs to do steps 1-5
• employees do step 6
• everyone is advised to do step 7.

For the Principal Authority

Step 1: Set up your myID if you don’t have one

myID, opens in a new tab is your personal Digital ID with the Australian Government. Set up your myID with your personal email, not a shared or work email. Your identity documents are linked to the email you use.

You can use a different email in the Export Service. Once your Export Service account is set up, you can choose your work email to sign in with or receive notifications from us.

Further help: How to set up myID | myID, opens in a new tab

Step 2: Check and strengthen your myID

Before linking your business in RAM, make sure your myID strength is ‘Strong’:

1. Open the myID app on your phone.
2. Follow the steps to check or upgrade your identity strength.

If you can only achieve a ‘Standard’ myID, you can link your business by calling RAM support on 1300 287 539.

Further help: Identity strength | myID, opens in a new tab

Step 3: Link your business in ATO RAM

Sign into RAM, opens in a new tab with your myID. Check if your business is already linked by selecting ‘View or manage authorisations’. If it isn’t:

1. Select Link your business.
2. Follow the steps to link your myID and ABN.

When your export business shows a status of ‘active’ you can leave RAM and go to the Export Service, opens in a new tab.

Further help: visit RAM support, opens in a new tab or call RAM support on 1300 287 539.

Step 4: Set up your Export Service account

1. Go to the Export Service, opens in a new tab.
2. Create an account using your myID.
3. Enter your preferred business email for Export Service communications.
4. Add a business that is linked in RAM.

Further help: Create an Export Service account using Digital ID, opens in a new tab

Step 5: Invite others to act for your business

Invite other people, such as your export manager or office staff, to act for your business in the Export Service. From your Export Service dashboard:

1. Select ‘Access Overview’.
2. Invite a person. Use their individual business email address if they have one.
3. Assign them a role based on the tasks and information they need to access.

Further help: Invite someone to act for a business, opens in a new tab

If you don’t manage exports yourself, you can now hand over tasks to the person who does. Once they’re invited, they’ll:

• Receive an email.
• Create their own Export Service account.
• Accept your invitation to act for the business.

For employees

Step 6: Accept an invitation to act for a business

If you work for an export business but are not the Principal Authority, you’ll need to:

1. Be invited to the business by the Principal Authority.
2. Accept the email invitation. It is valid for 7 days.
3. Set up your own Export Service account.

Further help: Accept an invite to act for a business, opens in a new tab

For everyone

Step 7: Set up email sign-in as backup option

Add an email sign-in option so you can access your account if myID is not available:

1. Sign into your Export Service account with myID.
2. Go to Profile and settings and Sign-in options.
3. Follow the steps to Add email sign-in.

Further help: Add email sign-in to your account, opens in a new tab

Next steps

Once these steps are complete, you’re ready to access TRACE through the Export Service when it goes live.

When the new service launches:

• You’ll get an email asking you to sign into the Export Service.
• You might need to enter your current TRACE login to connect your account.
• Bookmark the new TRACE page so you can always sign in easily.

Need help?

Look out for tooltips and help links inside the Export Service or:

• check the Onboarding FAQs, opens in a new tab
• find a help article Help using the Export Service, opens in a new tab