The ROS Agent Link imports the Client Name, Surname and PPS number only. Use the ROS Import button in the Personal Details screen to import further data.

  • ROS Agent Link can be accessed by clicking on the “ROS agent link”, under Quick Links at the bottom left of the application.
  • The first step is to synch your ROS client list. To do this, click on the “ROS connection/import clients” link, at the top right of the screen.
  • Select your digital certificate and enter your password to retrieve a list of all clients registered to your TAIN number on ROS.

Once completed you have the following sort options to choose from:

TaxPro client list

Display all clients already in TaxPro.

Registered on ROS

Shows all Display all clients associated to your TAIN Number on the ROS system.

Registered on ROS not in TaxPro

Display all clients associated to your TAIN Number that are not already setup in TaxPro. When comparing lists, the PPS Number for both self and spouse is compared.

In TaxPro not Registered on ROS

Shows all clients in your TaxPro database for whom you do not have valid registrations on ROS. You can then print off PAYE A1 or Agent link forms for all or specified clients by ticking or unticking the box.

To import new clients into the application, make sure that the Import tick box has been ticked for each client that you would like to import. Then, click on the Import button at the bottom left of the screen.

Author Micheal O Brien

More posts by Micheal O Brien