Guidance

Get an HMRC agent services account

Find out how to set up and sign in to an agent services account to use new HMRC online services on behalf of your clients.

Why you should create an account

As a professional tax agent firm you need an agent services account to access new HMRC online services and use software to communicate directly with HMRC.

You can use it to act on behalf of your clients to:

This list will be updated as more online services become available.

How to create or sign in to an account

To create an agent services account, you’ll need the Government Gateway user ID and password you currently use to access other HMRC online services for agents.

You need to be the person responsible for your agent firm’s tax or administrative matters. The account gives you administrative control over your agent firm accessing new HMRC online services.

You’ll get a new agent Government Gateway user ID and password when you create an agent services account. You’ll need this user ID to access new HMRC online services even if you already use a different one for other activities.

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Before you start

You’ll need your Unique Taxpayer Reference (UTR). This will be your:

  • Corporation Tax or company UTR for a limited company
  • Partnership UTR for an partnership or limited liability partnership
  • individual Self Assessment UTR for a sole trader

You’ll also need the postcode associated with that reference.

To send Income Tax updates and submit VAT Returns on behalf of your clients, you’ll need to link them to your new account.

To do this:

  • link each of your agent Government Gateway user IDs to the account - this will link all your existing clients connected with each ID
  • invite additional clients one by one - this will link new clients, and existing clients who’ve not yet signed up to use an HMRC online service

You may need to do both of these, depending on the circumstances.

Other HMRC online services

Continue to use your software or other Government Gateway user IDs to:

  • manage your client lists
  • access other HMRC online services (which you cannot use with your agent services account)
  • use the agent services dashboard (previously known as Agent Online Self Service)

When to use your agent services account

Use your agent services account to access new HMRC online services. Continue to use your other Government Gateway user IDs to:

  • access other HMRC online services (which are not covered by the agent services account)
  • use the agent services dashboard (previously known as Agent Online Self Service)

Service availability

You can check the availability and any issues affecting this service.

If you need help

If you need help with creating your agent services account you can:

Published 15 March 2018
Last updated 16 October 2018 + show all updates
  1. Information for the Making Tax Digital for VAT pilot, including how to change your client's business details has been added.
  2. Guidance on the information you'll need before you start this service has been updated.
  3. First published.