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Tax agents and advisers: detailed information

Find guidance, services, forms and manuals for tax agents and advisers. Including how to register as an agent and getting client authorisation.

Tax agent handbook

Information to help tax agents and advisers find guidance, use services and contact HMRC.

Registering as an agent

If you want to become a professional tax agent, there are some things you have to do and standards you should follow before you can start handling tax for your clients.

Getting client authorisation

Once you’ve registered as a tax agent, you must then get authorisation from your client so that you can transact for them.

Interacting with HMRC

Find out how to register your client for Self Assessment, Corporation Tax, PAYE, VAT or their trust or estate and how HMRC interacts.

Compliance checks

Find out about what happens during an HMRC compliance check and the help you can get with the process.

News and communications

Find news and updates about HMRC guidance if you’re a tax agent or adviser.

Appeals and penalties

Find out about the different types of HMRC penalties and how you can help your clients avoid them or appeal.

Forms, manuals and reference material

Find HMRC forms and technical guidance for HMRC staff and tax professionals in manual format.

Help and support

Learn more about the support available to tax agents and advisers to help you and your clients.

Updates to this page

Published 5 February 2024
Last updated 1 November 2024 show all updates
  1. Included link to the new tax agents handbook format for feedback.

  2. First published.