Get 64-8 Authorising Your Agent

The 64-8 Authorising Your Agent form allows individuals, partnerships, and trusts to authorize an agent to act on their behalf in matters related to HM Revenue & Customs (HMRC). This guide provides clear and detailed instructions on how to fill out the form online, ensuring a smooth submission process.

Follow the steps to fill out the 64-8 Authorising Your Agent form online:

1. Press the ‘Get Form’ button to access the 64-8 Authorising Your Agent form and open it in the designated editor.
2. Carefully read the notes that accompany the form. These notes contain crucial information about the authority you are granting to your agent.
3. In the first section, indicate the type of authority by selecting the appropriate box(es) for individual, partnership, trust, or tax affairs. Make sure to delete any options that do not apply.
4. If you are filling out the form as an individual, enter your National Insurance number and tick the box if you are self-employed.
5. Print your name as it appears on official documents. If applicable, provide your Unique Taxpayer Reference (UTR) and the name of your business, company, or trust.
6. If your UTR has not been issued, ensure to tick the appropriate box.
7. If you are a Self Assessment taxpayer, choose whether you want the HMRC to send your Statement of Account to you or your agent by ticking the relevant box.
8. Provide the name of your agent’s business that will be acting on your behalf.
9. Confirm that your nominated agent has agreed to act on your behalf and ensure that all provided information is accurate before signing the form.
10. If you are claiming Tax Credits, fill out the National Insurance number and any additional details required.
11. For joint Tax Credit claims, ensure that both claimants sign the form with their details.
12. If completing the form for a company, provide the company registration number and the agent's details, including their address and Unique Taxpayer Reference.
13. If relevant, complete the sections for VAT or Corporation Tax, ensuring all necessary codes and references are provided.
14. After filling out all required sections, review your entries to confirm accuracy before saving your changes and selecting the option to download, print, or share the completed form.

Complete your 64-8 Authorising Your Agent form online today!