How do I set up my HMRC Tax Filing external tax agent connection?

"How do I set up my HMRC Tax Filing external tax agent connection?"

Before sending filed payslips to HMRC, you first need an "HMRC Tax Filing" connection. There's two ways to connect. A company connection, or a external tax agent connection.

To set up your external tax agent connection to HMRC:

1. First, open yourself on: MenuMe
2. Then tap: TaxExternal tax agent
3. And turn on: Are you an external tax agent, accountant, or bookkeeper?
4. Next, scroll down to the "HMRC Tax Filing ... tax agent" heading.
5. To learn how to set up the required logins, see the "GOV.UK" links.
6. Then type in your: Government Gateway user ID
7. And then your external tax agent: Government Gateway password
8. And tap: Save
9. All your details are then checked by HMRC.
10. And in a few seconds you'll get a confirmation message.
11. Once you get the confirmation message, you'll see a green check confirming that you're all connected to HMRC.
12. And you're now ready to submit payroll for your client companies each payday. You won't have to set your connection details again.
13. If you ever need to check the connection, you can tap the blue "Test connection" link.
14. If you ever need to update your password, you can tap the blue "Update password" link.
15. And if you want to delete your connection, you can tap the blue "Disconnect" link.
16. Optionally, you can also store your contact details to be sent with HMRC submissions.
17. The contact details help HMRC know who to go to if HMRC has questions.
18. And finally, as an external tax agent, you're now ready to send filed payslips to HMRC on behalf of any of your client companies.

Keep in mind that:

• Only the person, themselves, can set up their own external tax agent connection to HMRC.
• Other users, including admins, can't see the external tax agent page, on behalf of another person.
• Also, if you're choosing between a company connection, or an external tax agent connection, it's recommended to pick the company connection.
• The advantage with a company connection is if the external tax agent's off sick, other people can fill in and do HMRC submissions.

To learn more:

• About setting up your HMRC company connection, watch the video on: HMRC Tax Filing company connection

And that's it! That's all you need to do to set up your HMRC Tax Filing external tax agent connection!