Customer contact and data security: contact with third parties: getting authority: writing in
If the customer wants a third party to deal with their tax affairs on a permanent basis, they should be advised to put this in writing.
The letter should:
- be written by the customer
- detail the name of the third party and their relationship to the customer
- be signed by original signature (no photocopies or faxed copies)
- include the Head of Duty and detail any restrictions that they may want; for example, they are happy for us to discuss their current debt, but not their debt history or payments
- detail how long they wish to have the authority in place, if applicable.
- be sent to the appropriate campaign office(This content has been withheld because of exemptions in the Freedom of Information Act 2000)
- be noted clearly, including all details (when the authorisation was received, was it signed, name of third party, HoD, restrictions, time limit, and so on) on the IDMS Notes & Assets permanent notes screen.
If the customer wants to appoint an accountant, agent or personal representative, then they should send in a 64-8 to:
Newcastle upon Tyne
Alternatively, the 64-8 can now be done online using the Online Agent Authorisation Service (GOV.UK).