How to use the digital handshake to get authorised as a tax agent
Find out how to use the digital handshake to get client authorisation for the agent services account.
If you바카라 사이트™ve already created an agent services account you now need to get authorised by each of your clients to transact on their behalf, you must do this by using the 바카라 사이트˜digital handshake바카라 사이트™.
You can also check which tax services you can get client authorisation for by using the digital handshake.
If you바카라 사이트™re not a tax agent, you can find out how to authorise your tax agent using the digital handshake.
What you바카라 사이트™ll need
To get client authorisation, you바카라 사이트™ll need:
- the 바카라 사이트 Gateway user ID you got when you created your agent services account (you will not be able to get authorisation using the 바카라 사이트 Gateway user ID you have for HMRC online services)
- your client바카라 사이트™s National Insurance number
- your client바카라 사이트™s date of birth
- your client바카라 사이트™s tax reference number (for the service you want to get authorised for)
How to use the digital handshake
To get authorised, start by:
- Signing into your agent services account.
- Select 바카라 사이트˜Ask a client to authorise you바카라 사이트™.
- Enter your client바카라 사이트™s details.
Once you바카라 사이트™ve entered your client바카라 사이트™s details, that client will be added to your authorisation requests.
If you need to add another client, select 바카라 사이트˜Yes바카라 사이트™ and 바카라 사이트˜Continue바카라 사이트™ and follow the process again.
If you do not need to add another authorisation request, you should select 바카라 사이트˜No바카라 사이트™ and 바카라 사이트˜Continue바카라 사이트™.
You바카라 사이트™ll then be given an authorisation request link.
You should:
- Copy the link and send it to your client.
- Tell your client to select the link you바카라 사이트™ve sent them and respond to your request (they will need the 바카라 사이트 Gateway user ID that they used to register for this tax service in order to sign in and respond).
- Ask your client to sign in and respond within 21 days of you receiving the link as it will expire, and you바카라 사이트™ll have to start the authorisation process again.
To check whether a client has responded to your authorisation request link, go to the 바카라 사이트˜Manage your authorisation requests from the last 30 days바카라 사이트™ page in your agent services account. It will show you:
- a list of all the clients you바카라 사이트™ve sent a request to in the last 30 days
- the tax services you바카라 사이트™ve requested to be authorised to deal with
- the current status of your requests
Get authorised
Online services may be slow during busy times. Check if there are any problems with this service.
What happens next
You can track the progress of your authorisation requests by selecting the 바카라 사이트˜Track my authorisations바카라 사이트™ link in your agent services account.
Once your client has approved your authorisation request, you will be authorised to deal with HMRC for them.