How to add us as your tax agent


What you will need

You will always need your UTR (Unique Taxpayer Reference) provided by HMRC.

We register you

If you don’t have a login to the HMRC Online portal then you will need to provide us:

  • UTR reference
  • National Insurance Number
  • Name and address including postcode

We can then submit your details to HMRC and they will send you an authorisation letter in the post within seven days to authorise us as your tax agent. You will need to follow the instructions contained in the letter to complete the process.

You register us

If you are already registered for online services then you can add us as your tax advisor online yourself in a few easy steps.

Click on the images below to enlarge.

Step 1

Log into HRMC Online services

If you have already activated self assessment before, skip to step 3.

Register us as your tax agent - step 1

 

Step 2

Next to “Self Assessment (SA)” from list of available services choose “Access service”

Register us as your tax agent - step 2

Step 3

From the left-hand menu, choose “About you”

Register us as your tax agent - step 3

Step 4

One the “About you” page, in the bottom right corner select “Authorise an agent”

Register us as your tax agent - step 4

Step 5

Enter our agent code exactly as shown below. You can copy and paste it to ensure you get it correct : InAccounts-VNKWDARTABV8

Register us as your tax agent - step 5

Step 6

Confirm our details are correct and tick the acceptance box

Register us as your tax agent - step 6

 

Final step

You will then receive a transaction reference. Please print this page for your records and in case there are any problems with the registration.

Register us as your tax agent - final step

 

In around 24 hours we will then be able to submit an online tax return on your behalf.