How to get authorised to act as a tax agent on behalf of your clients
RegCanary analysis of a HMRC publication
Why it matters
RegCanary's analysis of what this means for regulated firms.
To maintain authorisation, firms must ensure their clients provide valid authorisation, which can be done through digital handshake, Online Agent Authorisation service, paper forms, or the client's business tax account. This requires firms to review their current processes and implement necessary changes to avoid any potential disruptions. Compliance teams should prioritise updating their procedures to accommodate the new guidance and ensure seamless client authorisation.
Who this affects
Sectors and firm types identified in the analysis.
- Wealth Management
- Banking
- Investment Management
Source
HMRC
Original publication, 7 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.