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

HMRC Tax Filing paid preparer connection2:50

"How do I set up my HMRC Tax Filing paid preparer connection?"

Before sending filed paystubs to HMRC, you first need an "HMRC Tax Filing" connection. There's two ways to connect. A company connection, or a paid preparer connection.

To set up your paid preparer connection to HMRC:

  1. First, open yourself on: "Menu", then "Me"
  2. Then tap: "Tax", then "Paid preparer"
  3. And turn on: "Are you an paid preparer, 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 paid preparer: "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 paid preparer, you're now ready to send filed paystubs to HMRC on behalf of any of your client companies.

Keep in mind that:

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

To learn more:

And that's it! That's all you need to do to set up your HMRC Tax Filing paid preparer connection!

Updated: Thu, Nov 2, 2023.

© 2020–2024 1st Money UK Holdings Ltd. All rights reserved.