Authorising your Agent

Full Name

Name of Business, Company or Trust if applicable

Authorise HMRC to disclose information to (Agent’s Business name)

Give your personal details or company registered office here

Address

Postcode

Phone number

I confirm that the nominated agent has agreed to act on my behalf, and the authorisation is correct and complete.

This authorisation is limited to the matters indicated on this form.

Signature

Date

Give your agent’s details here

Address

1a Saddington Street

Postcode

Phone number

Agent code (SA)

Agent code (CT)

Client reference

Self Assessment - If you tick this box you must give your National Insurance number (NINO) and/or your Unique Tax reference (UTR)

Partnership - If you tick this box you must give your Unique Tax reference (UTR)

Your agent will have access to your Self Assessment and Partnership information such as your income, tax, national insurance, pension as well as your personal and financial information. For more information go to www.gov.uk/selfassessment

National Insurance number

Unique Tax reference (UTR) if applicable

If UTR has not been issued yet tick here

If you’re a Self Assessment taxpayer, we’ll send your Statement of Account to you, but if you would like us to send it to your agent instead tick here Paying any amount due is your responsibility.

Trust - Your agent will have access to your PAYE information such as your income, tax, national insurance, pension as well as your personal and financial information. For more information go to www.gov.uk/topic/personal-tax/income-tax

Individual Pay As You Earn (PAYE) - Your agent will have access to your PAYE information such as your income, tax, national insurance, pension as well as your personal and financial information. For more information go to www.gov.uk/topic/personal-tax/income-tax

Unique Tax Reference (UTR) if applicable

National Insurance number

Corporation Tax

Your agent will have access to your company and financial information and be able to update the company communication and contact details. For more information go to www.gov.uk/topic/business-tax/corporation-tax

Company Registration number

Company’s Unique Tax reference

Tax credits

Your agent will have access to your personal and financial information relating to your Tax Credit claim. They can act on your behalf but cannot receive payments. Correspondence will still be sent to you. For joint tax credit claims we need both claimants to sign this authority for HMRC to deal with your agent. For more information go to www.gov.uk/taxcredits

National Insurance Number

If you have a joint tax credit claim and the other claimant wants HMRC to deal with this agent, they must give their name and sign here

Joint claimant’s name

Joint claimant’s National Insurance number

Joint claimant’s signature

VAT

Please note if you have signed up for Making Tax Digital for VAT, this form cannot be used to authorise an agent to manage your Making Tax Digital services. We’ll continue to send correspondence to you rather than to your agent but we can deal with your agent in writing or by phone on specific matters. If your agent wants to submit VAT returns online on your behalf, you’ll need to authorise them through your business tax account or ask your agent to begin authorisation through their digital services. You may receive a letter containing a PIN which you’ll need to pass to your agent to complete authorisation. For more information go to www.gov.uk/topic/business-tax/vat

VAT Registration number

VAT DIY Housebuilder Scheme

Your agent will be able to act on your behalf to submit the claim form, supply information and provide required documents for a claim under the VAT DIY Housebuilder Scheme. Any repayments will be made direct to you. For more information go to www.gov.uk/government/collections/vatrefunds-using-the-diy-housebuilder-scheme It is your responsibility to ensure the information provided in connection with your claim is accurate and complete

If not registered yet tick here

National Insurance number

Construction Industry Scheme (CIS)

Your agent will have access to your returns, subcontractors’ income and deductions.

For more information go to www.gov.uk/what-is-the-construction-industry-scheme

CIS Reference number

PAYE Reference number

Agent Government Gateway identifier

(required for online access)

PAYE Agent ID code

Employers’ PAYE

Note: Only complete this section if you’re an employer operating PAYE. Your agent will have access to your employees’ personal and financial information. For more information go to www.gov.uk/paye

PAYE Reference number

Agent Government Gateway identifier

(required for online access)

PAYE Agent ID code

Please select below how you would like your agent to receive the information, you can tick more than one box.

I authorise the agent named above to use PAYE online services to receive information over the internet from HMRC on my behalf and I have given my Agent Government Gateway ID and PAYE Agent ID code.

I authorise the agent named above to receive information over the phone and in writing from HMRC on my behalf.

Client Login

Document Portal

Quick Books

Dext Portal

Xero Portal

Client Login

Document Portal

Quick Books

Dext Portal

Xero Portal

Authorising your Agent

Give your personal details or company registered office here

Give your agent’s details here

If you have a joint tax credit claim and the other claimant wants HMRC to deal with this agent, they must give their name and sign here