Creating an Agent Services Account
An Agent Services Account is required to submit Making Tax Digital VAT returns. This does not replace existing credentials, or logins, which you will still use for all other existing online services, such as VATs online tax return service, as well as for those clients you do not sign up to Making Tax Digital services.
What you need
The Unique Taxpayer Reference (UTR) for your tax agent firm.
You’ll also need:
The Government Gateway user ID and password you use to access HMRC online services for agents
The postcode associated with your UTR
Your money laundering supervisory body details, including:
Your supervisory body’s name
Your membership number
The date your membership expires
The HMRC video guide helps explain this process in full.
Linking your clients will allow you to use your Agent Services Account to represent your clients, specifically to access their VAT details and to submit Making Tax Digital VAT returns on their behalf.
Linking your clients allows HMRC systems to recognise existing agent/client authorisations. This is the MTD equivalent of importing your form 64-8 or Online Agent Authorisation (OAA) agencies. Linking your clients means you do not need to re-authorise those relationships to act on behalf of your clients in MTD VAT.
Currently if you would like to submit MTD VAT returns for your own practice you will need to link your own business to the new Agent services account and register your business for MTD separately.
Log in to your Agent Services account using the Government Gateway user ID and password you got when you created your agent services account.
Click on the option to link your current Self Assessment and VAT clients to this account.
Log in using the User ID and Password for your old Government Gateway ID.
Then enter your Agent Services Account number and business tax reference (sometimes called a Self Assessment UTR or Corporation Tax reference) and follow the steps to link your clients in bulk.
You will see a success screen indicating that you have connected the Government Gateway ID.
After you log out and back in to your Agent Services Account, you will not see anything to indicate that the linking was completed successfully (as at 22nd May 2018). To confirm this, you can repeat the process and you will see an error message stating “This ID is already connected to your account.” This is a limitation with HMRC’s system.
What happens next?
During the MTD VAT pilot, which started in April 2018, the next step is to opt-in your client for MTD VAT. In order to do this, you can head back into Clear Books and continue with the MTD Onboarding Wizard.
In step 4 of the wizard, click on the Sign up your clients for MTD VAT button, or alternatively click on this link to take you to the HMRC pilot scheme sign up page.
For additional help, click here to view all our training options.
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