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Agent authorisation: guidance

HMRC has published guidance to help tax agents ensure that forms sent to its Central Agent Authorisation Team (CAAT) are processed as quickly as possible. HMRC asks agents to:

  • use the latest version of a form;
  • complete the form in full;
  • print the on-screen form and ensure that the client signs it before sending it to CAAT;
  • request an agent code for self assessment or corporation tax if necessary;
  • indicate on a form 64-8 where appropriate that a UTR has not been issued;
  • staple and send together forms 64-8 and CWF1/SA1 where both are required;
  • for partnership self assessment registrations ensure that each partner completes their own CWF1;
  • request a partnership UTR when submitting form CWF1 if the UTR will be required before a notice to file a tax return is issued; and
  • set up authorisations to use the PAYE for Employers online service through the...

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