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 鈥榓dministrator鈥�.
The administrator can set up other administrators or standard users on your agent account by choosing 鈥榓dd an administrator鈥� or 鈥榓dd a standard user鈥�.
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 鈥榊our account鈥� on the main menu.
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Select 鈥楢dd or delete team members鈥� under the heading 鈥楳anage your team鈥�.
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To give access to specific taxes and schemes or allocate clients to specific users, select 鈥楳anage who can access taxes and schemes鈥�.
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 鈥� password, user name or email address
What standard users can do
Standard users must be set up by your organisation鈥檚 administrators. They can only access services assigned to them by an administrator.
Standard users can:
- access an online service your organisation is enrolled for 鈥� if an administrator has assigned the service to them
- change their own registration details 鈥� 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 鈥楳anage account.鈥�
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Then select 鈥楢dd or remove a user鈥�.
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Fill in their 鈥楩ull name鈥� and 鈥楨mail address鈥�.
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You can then select their role.
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To manage access for an existing team member, from the 鈥楳anage account鈥� page select 鈥楳anage who can use your agent services account鈥�.
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Then scroll down and select 鈥榤anage鈥� 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 鈥� password, user name or email address
What standard users can do
Standard users must be set up by your organisation鈥檚 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