As an Agent, Clear Books provides options to both submit VAT returns and verify subcontractors on behalf of your clients using your own agent credentials.


You can add your Agent credentials to your Partner account. You can then enable a feature on each client account that will allow you to submit CIS returns and automatically verify subcontractors using these credentials.

Step 1.


Login to your Partner account and navigate to Settings > Organisation > Details & Tax.


Step 2.


Click on the Tax tab and fill in the HMRC sender ID and password (your agent services account credentials).


Step 3.


Next, login to a client account that you would like to either submit CIS returns or verify subcontractors.

Step 4.


Head to the Settings > Configure System > Toggle features menu and click on the Accounting tab and enable the Set accountant as Agent option.



You will now be able to automatically verify subcontractors on the Tax > CIS > Verification menu. Your agent credentials will also be used when submitting a CIS return.