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Incorporation

HMRC Agent Authorisation

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Do I have to apply for new agent status with HMRC when I incorporate?  Is it possible to write to HMRC and request transfer of authorisation from sole trader to limited company of which I will be the sole director and shareholder of?  Guidance in this area will hugely appreciated 

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By JoF
21st Nov 2019 17:59

Write in to the Central Agent Authorisation Team

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Replying to JoF:
Hallerud at Easter
By DJKL
21st Nov 2019 21:07

Certainly what I did when I incorporated my practice, it worked fine.

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Replying to JoF:
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By TaxAssist Accountants
24th Nov 2019 07:36

Thanks for that

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RLI
By lionofludesch
21st Nov 2019 18:09

100% easier just to fill in the 64-8.

Besides, a company is a different entity to the individual - how can it be OK to transfer the agency ?

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Replying to lionofludesch:
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By JoF
21st Nov 2019 18:20

I've read as the OP being an Agent.

Oops.

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Replying to lionofludesch:
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By legerman
24th Nov 2019 15:48

Quote:

100% easier just to fill in the 64-8.

Besides, a company is a different entity to the individual - how can it be OK to transfer the agency ?

It worked for me when I changed to Ltd more than 4 years ago. I wrote to Agent Authorisation Team as suggested by Jo upthread and they moved it over

One drawback is that they didn't change VAT or PAYE, so that would need to be done separately

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RLI
By lionofludesch
24th Nov 2019 16:05

In fairness, I should qualify that by saying that it depends how many clients need to be transferred.

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By Trethi Teg
21st Nov 2019 18:31

I hope you are not offering accountancy and tax advice to clients!!!!!!

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By Bob Loblaw
22nd Nov 2019 10:12

I hope you are not as pompous and judgemental in real life!!!!!!

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By Matrix
24th Nov 2019 08:59

I have no idea where this has come from, you must have misunderstood the question which is perfectly reasonable.

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By Tim Vane
21st Nov 2019 21:26

Anonymous. Understandable. I’d be embarrassed too.

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By Matrix
24th Nov 2019 08:58

I don’t understand what the problem is with the question?

I agree it should not be anonymous but why wouldn’t you try and transfer all your clients with you when you incorporate? Why would you get new 64-8s for each client if you don’t have to?

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Caroline
By accountantccole
25th Nov 2019 12:44

We have been told that we have to set up a new account and move everyone over getting new 64-8s, tried to do a bulk movement via CAA Team but they wouldn't do it. If anyone has had recent success doing this - let me know as we would prefer to go back to HMRC than to make clients do everything over again.

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