Action Required for Agent Authorisation

If you act as a tax agent or adviser, you must have formal authorisation to deal with HMRC on your client’s behalf and then please follow the steps below:

Step 1. You and your client can set up the authorisation securely online.

Step 2. You’ll need an agent code or reference number from HMRC for each type of agent authorisation. Make sure you have this before you start to set up authorisation online.

Step 3. You will require your new Government Gateway credentials, and your mobile or landline phone to complete the 2-Step Verification(2SV) process on the HMRC website.

Step 4. After successfully finishing the steps on HMRC website, you will be taken back to eFileReady to continue with other tasks.