Dealing with HMRC

Tax agent and adviser guidance: detailed information

• From: HM Revenue & Customs, HM Treasury, and Closed organisation: Office of Tax Simplification

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Registering as an agent

• Steps you need to take before registering as a professional tax agent
• Find out how to register as a professional tax agent with HMRC
• Register with HMRC for an agent services account
• Create an agent services account
• How to enrol a tax service onto your HMRC Online Services account

Getting client authorisation

• How to get authorised to act as a tax agent on behalf of your clients
• How to use the digital handshake to get authorised as a tax agent
• How to use the Online Agent Authorisation to get authorised as a tax agent

Transacting with HMRC

• HMRC service availability and issues
• HMRC's online security information for agents
• How to register your client for a tax service as an agent
• What to do if your tax agent business is changing

Compliance checks

• HMRC compliance checks: help and support
• Agent authorisation: dealing with HMRC for compliance checks
• HMRC compliance checks factsheets

News and communications

• Agent updates
• HMRC working with tax agents blog

Appeals and penalties

• Appeals and tribunals: an overview for agents and advisers
• Penalties: an overview for agents and advisers

Forms, manuals and reference material

• HMRC forms
• HMRC manuals
• HMRC standard for agents
• Agents Strategy: an overview

Help and support

• HMRC email updates and webinars for tax agents and advisers
• Tax agent toolkits
• Dedicated helplines and contacts for tax agents