We set up our Agent Services Account a few years ago in order to register some trusts, but have never migrated our personal tax clients across. I’m wondering if anyone else has?
It appears as though you can transfer your current client list over, but the screen giving you this option says:
“You will not be able to view your client lists through your agent services account. To view your clients, use your third-party software.”
So we won’t be able to see them on the Agent Services Account. But will the old login credentials still show them?
Might be something I need to call HMRC about, but was wondering if anyone had any experience of doing this.