HMRC: TAX CREDITS FOR AGENTS AND ADVISERS FORM 64-8

09 September 2010

Previously Self Assessment agent authorisations have been accepted for tax credits. To protect customer data, your client must complete a separate form 64-8 to authorise you for tax credits, if this wasn’t specified on the original form 64-8.

If you are an accountant, agent or adviser working for clients on an ongoing basis in return for payment and they ask you to handle a tax credits claim on their behalf, you have to gain formal authorisation to do so through the agent authorisation process.

 

This guide will help you find the key tools and information you'll need to:

 

• set up authorisations to act on a client's behalf
• work out if a client is eligible for Child Tax Credit or Working Tax Credit
• work out the likely amount of any tax credits award
• report any changes in their circumstances

• CIPP policy and research