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Getting started with HMRC

How to authorise an accountant with HMRC

The ways to let an agent deal with HMRC for you, what access they actually get, and how to change or remove it later.
Last checked 22 August 2026

Before you start

Authorisation is per tax, so gather the references for each one.
Your accountant's details — they start most of the routes from their side.
Your UTR for Self Assessment or Corporation Tax, your VAT number, or your employer PAYE references, depending on what they'll handle.
Your Government Gateway sign-in, to approve requests online.
Your National Insurance number and postcode, for identity checks.

Decide what they should handle

Authorisation is granted tax by tax — Self Assessment, VAT, employer PAYE, Corporation Tax — so an agent can run your VAT while you keep Self Assessment, or handle everything. Nothing is all-or-nothing.

Approve their digital request

For most services your accountant sends an authorisation request from their agent services account. You get a link, sign in with your own Government Gateway details, confirm who you are, and approve — the authorisation is live in minutes.
How agent authorisation works on GOV.UK →
Good to know
Approve requests only from advisers you've actually engaged. HMRC never asks you to authorise an agent out of the blue.

Use the older routes where a service needs them

Some services still work on an agent code your accountant requests, or on form 64-8 signed on paper. The 64-8 route takes weeks rather than minutes, so start it early if a deadline is close.
Form 64-8 on GOV.UK →

Know what an agent can and can't see

An authorised agent can see and manage the tax they're authorised for — file returns, see liabilities and payments, and correspond with HMRC on your behalf. They can't see your bank accounts, other taxes you haven't authorised, or change where your money goes without your sign-off.

Change or remove access when things change

You can remove an agent yourself from your HMRC account, or by telling HMRC in writing, and authorising a new accountant replaces the old one for that tax. Do it as part of switching adviser — access doesn't lapse on its own.
Common questions

Agents, in practice

Am I still responsible once an accountant is authorised?
Yes. Authorisation lets them act for you, but the returns are legally yours — check what's filed, because penalties for errors land on you, not the agent.
Can I have more than one agent?
Across taxes, yes — a bookkeeper on VAT and an accountant on Self Assessment works fine. Within a single tax, one authorised agent at a time is the general rule.
Does my accountant get my Government Gateway login?
No — never share it. Agents act through their own agent account; the whole point of authorisation is that nobody needs your sign-in but you.
How long does authorisation take?
Digital requests are effective as soon as you approve them. Paper 64-8 forms and posted agent codes can take a few weeks, so allow for that before a filing deadline.

Give your accountant figures worth having.

Bookfolio keeps your records digital and current, so whoever you authorise starts from clean books — and you both see the same numbers all year.