Agent authorisation (64-8)
Get authorised to act for a new client - request it and complete it with the client’s code - without leaving the tool.
When you need this
Before you can pull a client’s tax data, HMRC needs a record that you act for them. This covers requesting that authorisation and completing it once the client receives their code. Existing, already-authorised clients do not need any of this.
Request authorisation
Enter the client’s details and start the request. This is the only part of the product that submits something to HMRC rather than just reading - and it only runs when you explicitly start it. Nothing is ever sent on your behalf in the background.
Enter the authorisation code
HMRC posts an authorisation code to the client by letter, which typically takes about a week to arrive. When the client passes you the code, enter it here to finalise the link.
Check the status
The request status updates once HMRC processes it. From then on the client behaves like any other - you can run tax tasks, bulk reports and workflows for them.
Try it on sample clients - no account needed
The interactive demo runs the full product end to end. When you're ready, the Free plan includes 10 tasks a month and takes a minute to set up.