Tax agents: Changes to managing your client lists online

15 February 2018

HMRC’s recent tax agent blog highlights a change from 26 February 2018. As an agent, from this date the “your account” section will enable you to directly manage your client lists online.

Andrew Laing is part of the Government Gateway Transformation Programme and he writes that:

Agents have historically only been able to manage their client lists by going to the Government Gateway website. As part of our transformation work, we have developed the option for this to be done within HMRC services. Our user research says, you think this is a good thing and we have also made some improvements to the layout and feel of functions so that it looks and behaves more like other HMRC services.

The changes will be delivered on the 26 February 2018. When you login through HMRC services: sign in or register. As an agent, the “your account” section will enable you to directly manage your client lists. We are also enhancing the screens for enrolling and de-enrolling from services which will be accessed via “your homepage”.

Go to GOV.UK to read the full blog, where you can also leave comments.