Prepare and identify the role
The 4 January 2022 guide estimates five minutes and requires Singpass plus the reporting Singapore financial institution’s tax reference. Enter myTax Portal > More > AEOI > View/Update My Profile. An Authorised User is Corppass-authorised by the FI to transact on its behalf. A Point of Contact is designated by the FI as the main AEOI contact. These are distinct roles even though each can edit designation, email, mobile and office telephone.
Entity users and four alert categories
An Authorised User chooses email alerts for return-receipt acknowledgements, processing outcomes, FI notices and broadcast messages. A Point of Contact automatically receives the first three categories and can additionally subscribe to broadcasts. Edit the appropriate role’s fields/preferences and Save; a user who is not the Point of Contact skips that separate step. Confirm Yes to save or No to cancel. Successful updates take effect immediately, with an acknowledgement copy saved under View AEOI Notices/Letters.
Tax-agent client route
An agent enters the same service but selects the client’s entity-ID type, such as ASGD, ITR, UEN-Business, UEN-Local Co or UEN-Others, enters the tax reference and chooses Next. As Authorised User edit designation, email, mobile and office number, choose Next, then Yes to save or No to cancel. Successful changes are immediate and the acknowledgement is retained in AEOI Notices/Letters. The agent sequence does not describe the entity Point-of-Contact alert-subscription controls; do not invent identical permissions for that screen.
Official source
This article independently explains the substantive contents of the official PDF, including the relevant conditions, procedures and annexes. The linked document remains the authoritative source for its original wording, and later changes should be checked separately.
Read the official PDF ↗