Get Authorising Your Agent - Broadhead Accountants...

Filling out the Authorising Your Agent form is an important step in allowing your chosen agent to handle your tax matters with HM Revenue & Customs. This guide provides clear, sequential instructions to ensure that users, regardless of their legal experience, can complete the form effectively and efficiently.

Follow the steps to complete the Authorising Your Agent form properly.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editing tool.
2. Begin by reading any notes or instructions that may be provided on the back of the form. This information is crucial for understanding the authority being granted.
3. In the section for authorisation details, tick the appropriate box(es) that apply to your situation, such as Individual, Partnership, or Trust, and provide the required references.
4. Enter your National Insurance number if you are an individual, or specify if you are self-employed by ticking the respective box.
5. Print your name in the designated area and include your Unique Taxpayer Reference (if applicable), as well as the name of your business, company, or trust.
6. Indicate whether your Unique Taxpayer Reference has not yet been issued by ticking the respective box.
7. If applicable, indicate your preferences for correspondence by ticking the appropriate box regarding the sending of your Statement of Account.
8. Authorise HMRC to disclose information to your agent by printing their business name in the specified field.
9. Read the affirmation statement carefully, confirming that the nominated agent has agreed to act on your behalf and that the information provided is accurate.
10. Proceed to sign the form in the designated signature area after reviewing the signing requirements based on your status (individual, company, partnership, or trust).
11. Complete additional fields for Tax Credits, Corporation Tax, or VAT as needed, including your and your agent’s details.
12. Review all sections for completeness, then save your changes, download, print the form, or share it as required before submission.

Start completing the Authorising Your Agent form online today for a seamless process.