Hmrc not responding to Agent Authorisation

Didn't find your answer?

From my agent services account I sent my client the link for her to select and appoint me her agent. It said the authorisation request wasn't found. So my client sent in the 64-8 form in Nov 23 so that I could act as her agent (freelance bookkeeper) to submit her tax return for her. 

She hasn't heard back from hmrc so I can't submit her tax return for her so I've had to go and do it with her. 

How long does it take to hear back from hmrc so I can be her agent? I'm taking on new clients usually every couple of months and it obviously becomes difficult when you can't actually submit things for them because hmrc take so long to set up agents. I have another new client who needed their tax return submitting this week before e.o.m and I've had to pass it onto my accountant because he can do it for some reason on their software even though he hasn't registered as their agent whereas I can't 

Is there an alternative quicker route? 

 

 

 

Replies (8)

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By Roland195
17th Jan 2024 13:45

Oh dear. I'd get my hard hat ready if I were you but the simple answer to your question is to use 3rd party Tax Software.

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Replying to Roland195:
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By jmsed
17th Jan 2024 13:52

Can you recommend any useful softwares?

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Replying to Roland195:
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By jmsed
17th Jan 2024 13:57

You mean for example Xero or FreeAgent etc?

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By rmillaree
17th Jan 2024 13:58

clients with utr can immediately authorise you from within their gateway - thats the way to go. I think if they login to hmrc app it will even detail utr if they dont know it.

Note authorisation will be for old skool agent gateway - not tyhe new asa account.

Boosh

kudos to this copmpany for giving us step by step instructions

https://ember.co/content/guide/authorising-a-tax-agent

alternatively
note i would expect after 4 weeks hmrc would speak to you as 64-8 should be scanned - note i would epxect you would fail inititial security and you would need to ask that they check scans.
Note once yoy pass security you can ask officer to do the job of the caat team - ie ask if they can add to sa record and paye record. Once linked to sa record it should show up online pronto.

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Replying to rmillaree:
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By jmsed
17th Jan 2024 14:19

what is the old agent gateway? I only became an agent last year so trying to get these authorisations through my agent services account

My client can't authorise me through their account because it says to enter the Agents ID - which she has entered - and it says it's not correct. Then it says make sure your agent is registered for SA

My account says I am registered for MTD Income Tax

Completely stumped !!!

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Replying to jmsed:
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By SXGuy
17th Jan 2024 16:26

There lies your problem.

The asa account can only be used to digitally authorise, whereas the 64-8 is used to authrise you via the old gateway account which it sounds like you don't have.

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Replying to jmsed:
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By rmillaree
17th Jan 2024 17:16

self assessment doesnt exist within the asa !!!!! you need an old skool gateway hopefully others have linked as appropriate

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stonks
By WinterDragon
17th Jan 2024 15:55

Sounds like you've signed up for an Agent Services Account (ASA) and not an Online Services for Agents (Agent Services Dashboard). The newer ASA manages your online services for VAT, CGT on UK Property, the Income Record Viewer and will be used for MTD ITSA - I'm guessing it had some function for this during the pilot of MTD ITSA but last I heard everybody jumped ship and went back to standard SA returns.

For Corporation Tax, Self-Assessment, PAYE for employers, etc. you will need to old-school Agent Services Dashboard account and apply for authorisation through that.

https://www.gov.uk/guidance/self-assessment-for-agents-online-service

You could also try speaking to HMRC's digital services helpline on 0300 200 3600

https://www.gov.uk/government/organisations/hm-revenue-customs/contact/o...

Are you registered as an agent for Self-Assessment as you should have a 6-character code that you would have put in the bottom right of page 1 of the 64-8.

As for getting the tax returns submitted, if you use third party commercial software then you can submit as long as you have a UTR and don't need formal 64-8 authority. We use IRIS Elements for this but TaxCalc is popular amongst users of this forum. This route can get expensive if you're only looking after a few clients and aren't going to benefit from the extra features of commercial software.

Lastly, you mentioned you were a freelance bookkeeper but filling self-assessment returns isn't usually a task within a bookkeeper's remit - make sure you're properly covered by your indemnity insurance and not acting outside the rules of your professional body if you are a student or holding a bookkeeping license.

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