How to give staff access to your HMRC online tax agent accounts
Find out what roles and access you can give your staff in your HMRC online services for agents account and your agent services account.
You can give access to your staff to perform tasks in your online tax service accounts. You must first be authorised as a tax agent.
The first person to set up your agent online account will automatically be set as an ‘administrator’.
The administrator can set up other administrators or standard users on your agent account by choosing ‘add an administrator’ or ‘add a standard user’.
You can use this to manage your client lists and split work across your organisation, for example you can set up more than one client list and allocate them to different administrators or standard users.
Giving staff access to your HMRC online services for agents account
How to create administrators and standard users
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Log into HMRC online services for agents.
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Select ‘Your account’ on the main menu.
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Select ‘Add or delete team members’ under the heading ‘Manage your team’.
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To give access to specific taxes and schemes or allocate clients to specific users, select ‘Manage who can access taxes and schemes’.
Once you have set up administrators and standard users, clients will not automatically appear on your client list. Clients will show in an unallocated pool until an administrator assigns them to someone.
What administrators can do
Administrators can perform tasks online on behalf of your organisation. They can:
- access an online service your organisation is enrolled for
- enrol for and de-enrol from online services
- set up or delete other administrators or standard users
- assign services to other administrators or standard users
- change their own registration details ― password, user name or email address
What standard users can do
Standard users must be set up by your organisation’s administrators. They can only access services assigned to them by an administrator.
Standard users can:
- access an online service your organisation is enrolled for ― if an administrator has assigned the service to them
- change their own registration details ― password, user name or email address
Giving staff access to your agent services account
How to create administrators and standard users
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Administrators can manage team members access to the agent services account by first selecting ‘Manage account.’
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Then select ‘Add or remove a user’.
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Fill in their ‘Full name’ and ‘Email address’.
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You can then select their role.
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To manage access for an existing team member, from the ‘Manage account’ page select ‘Manage who can use your agent services account’.
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Then scroll down and select ‘manage’ beside their name.
The option to allocate clients and services is not available in agent services account.
What administrators can do
Administrators can perform tasks online on behalf of your organisation. They can:
- access an online service your organisation is signed up for
- enrol for and de-enrol from online services
- set up or delete other administrators or standard users
- assign services to other administrators or standard users
- change their own registration details ― password, user name or email address
What standard users can do
Standard users must be set up by your organisation’s administrators. They can only access services assigned to them by an administrator.
Standard users can:
- access an online service your organisation is enrolled for - if an administrator has assigned the service to them
- change their own registration details - password, user name or email address