Authorising an agent to deal with your tax affairs
RegCanary analysis of a HMRC publication
Why it matters
RegCanary's analysis of what this means for regulated firms.
Compliance teams must ensure that agents are properly authorised and that tax affairs are managed in accordance with regulatory requirements. This may involve updating processes and procedures to accommodate online services and paper forms. Firms should also consider the potential risks associated with unauthorised agents and take steps to mitigate these risks.
By staying up-to-date with HMRC's guidance, firms can ensure compliance and avoid potential penalties.
Who this affects
Sectors and firm types identified in the analysis.
- Financial Services
- Banking
- Investment Management
- Wealth Management
Source
HMRC
Original publication, 6 October 2026
Read the original publication gov.ukThis is RegCanary's analysis, not the regulator's text. It summarises and interprets the publication above; it is not the HMRC's original wording, and it is not legal advice. Always rely on the original source.