Agent Engagement Group

An HMRC-sponsored forum, the Agent Engagement Group (AEG) is a strategic stakeholder group comprising members of the Agent Professional Bodies and HM Revenue & Customs (HMRC). The group is concerned with potential and planned change to HMRC Personal Tax and Business Tax products and processes. It has a particular focus on the Agent Strategy

Membership

Current Members Organisation
Brian Palmer AAT
Jason Piper ACCA
Jean Jesty ATT
Adrian Rudd CIOT
Margaret Curran CIOT
Jill Springbett ICAEW
Philippa Stedman ICAEW
Anita Monteith ICAEW
Charlotte Barbour ICAS

Terms of Reference

1. Objectives

1.1 The AEG is a strategic stakeholder group comprising members of the Agent Professional Bodies and HMRC. The group is concerned with potential and planned change to HMRC Personal Tax and Business Tax products and processes. It has a particular focus on the Agent Strategy. AEG aims to:

  • improve the design of future products and processes
  • ensure future products and processes are fit for agents
  • keep Agent Professional Bodies up-to-date on the progress of HMRC change work

1.2 The Group will do this by

  • receiving and asking for information and updates on change initiatives that will impact on agents and their clients
  • giving comments and suggestions on the changes, in meetings and through other appropriate channels
  • identifying and providing agent contributors to working-level groups and for pilots
  • facilitating joint working on issues submitted to it from the Joint Tax Agent Strategy Steering Group

1.3 Where Agent Professional Bodies and agents are already adequately represented on specific, separate HMRC programme or project groups, AEG will only oversight.

2. Governance and membership

2.1 Any issues arising out of HMRC’s Agent Strategy are dealt with by AEG under the direction of the Joint Tax Agent Strategy Steering Group.

2.2 Issues arising out of HMRC’s SME Programme are dealt with by AEG under the direction of the SME Programme Board.

2.3 HMRC will provide the Chair and Secretariat.

2.4 The external membership of AEG will comprise representatives of professional bodies (see list for current members) who are best placed to provide informed feedback both on HMRC’s emerging plans for new products and, via their members’ involvement, user test the various products at appropriate stages of development.

2.5 HMRC will be represented by appropriate key personnel, tailored to address the agenda items arising at any given meeting.

2.6 The Chair may periodically, in consultation with AEG members, review the balance and composition of the representation on the group to ensure it best meets the goals and objectives of the group.

3. Sub-groups

3.1 As appropriate, AEG may remit work to an informal sub-group, set up as needed by agreement amongst the members, for a limited period. As issues are resolved, the appropriate sub-group will be stood down.

3.2 At October 2012 the existing sub-group is ‘iXBRL’.

4. Meetings

4.1 Meetings will usually take place quarterly, although this may be varied with the agreement of members.

4.2 All members will be given an opportunity to suggest agenda items and the final agenda will be issued at least a week in advance of meetings.

4.3 Draft record of meetings will be issued to members within 14 working days of each meeting.

4.4 The timing and length of meetings will be flexible, taking account of the agenda and of members’ views.

5. Annual review

To ensure that the AEG continues to be relevant and meets members’ needs, the Chair will facilitate an annual review of the functioning of the Group (to be based primarily on feedback from members and other attendees). The conclusions of the annual review will be agreed with AEG group members.

Meeting Minutes

Meeting frequency - every three months.

Minutes 23 July 2013

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Minutes 25 April 2013

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Please see the National Archives website for previous minutes.

Contact details

connie.kirk@hmrc.gsi.gov.uk