HMRC Authorisation Helper

Create an agent-authorisation checklist and client email.

Live

Compliance note: Professional-use tool only. Outputs are working drafts for adviser review and are not tax, legal, investment, pension, mortgage, insurance, regulatory or financial advice. Verify all figures, assumptions, deadlines and wording against current HMRC, FCA, Companies House and professional-body requirements before using with a client.

HMRC AUTHORISATION HELPER
Client: Client
Services required: Self Assessment, VAT

Adviser checklist:
- Start agent authorisation for Self Assessment
- Start agent authorisation for VAT
- Confirm client legal name, UTR/VRN/PAYE references as relevant
- Confirm client email and authority to act
- Track expiry of authorisation codes and chase before deadline
- Record authorisation evidence on the client file

Client email:
Hi Client,

We need to complete HMRC agent authorisation for: Self Assessment, VAT.

Please forward any HMRC authorisation codes as soon as they arrive. The codes are time-limited, so prompt forwarding helps avoid delays.

Important: never share your Government Gateway or GOV.UK One Login password with us. We only need the authorisation code or the official approval route.

Compliance note:
This is an operational helper for adviser review. Check current HMRC agent authorisation processes and never ask clients to share sign-in credentials.