Calls for tax agents to have better access to client’s HMRC info

A lack of direct access to a client’s HMRC information is making it more difficult for tax agents to provide timely and accurate advice.

Calls for tax agents to have better access to client’s HMRC info

HMRC is being urged to make it easier for tax agents to gain access to their clients’ information when carrying out tasks on their behalf.

This lack of direct access to a client’s HMRC information is making it more difficult for tax agents to provide timely and accurate advice.

Delays, increased costs and risk of errors

Currently, tax agents are unable to see and do things that their clients can through HMRC’s online services, such as viewing their national insurance record and state pension summary.

As an example, when asked to confirm whether clients have sufficient qualifying years for the state pension, tax agents are unable to quickly access this information, which is creating delays, increasing costs and heightening the risk of errors.

The Association of Taxation Technicians (ATT) is therefore calling for tax agents to be given the same access to HMRC systems and information as their clients.

Mandatory registration

In just a couple of months, agents interacting with HMRC on behalf of clients will be required to register and meet minimum standards.

Non-compliance could result in significant penalties – including suspension of registration for up to 12 months.

The ATT is urging HMRC to publish guidance on this registration process and standards well in advance of the May 2026 changes, so that agents have time to prepare and understand what is required of them.

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