Making Tax Digital: Set by Step guide to setting up an Agent Services Account

29 Jan 2019  |  
Tags: accounting
Making-tax-digital-for-accountants-setting-up-agent-services-account

Gearing up you VAT clients for Making Tax Digital (MTD) in time for April 2019 deadline? You will need to set up an Agent Services Account first.

What is an Agent Services Account?

An Agent Services Account (ASA) is a new way for accountants to access HMRC digital services on behalf of your clients. This includes any clients on the VAT for MTD pilot, and the ones due in April 2019.

Initially the ASA is being used for new HMRC digital agents’ services only. It is to be used alongside the existing agent portal and doesn't replace it. This means you can continue to use the current government gateway portal and agent credentials for exisiting HMRC online services such as Income tax self-assessment and VAT for clients not in MTD, and corporation tax.

Who needs an Agent Services Account?

Professional accountants and tax agents who are acting on behalf of clients (who are part of Making Tax Digital for VAT). An important feature of the ASA is that each practice will have only one ASA.

Why do accountants need to create an Agent Services Account?

An ASA let you communicate directly with HMRC via an MTD compliant software like QuickBooks or Xero, among others. You can use the account to:

  • submit VAT Returns as part of HMRC’s Making Tax Digital pilot
  • change your clients’ business details for VAT
  • send Income Tax updates as part of HMRC’s Making Tax Digital pilot
  • register a trust online
  • register an estate online for someone who has died

How to set up an Agent Services Account?

To set up your ASA, you’ll need to sign in to the Government Gateway using the credentials you currently use to access other HMRC online services for agents. 

Just ensure that you are the person responsible for your accountancy practice’s tax or administrative matters. An ASA gives you administrative control over your accountancy firm accessing new HMRC online services.

To help you overcome the hurdle of setting up an ASA, we have created this step-by-step guide with a detailed set of instructions. Click this link below to get instant access. 



About Vishal

My name is Vishal Kurani, the author of the QXAS blog and I appreciate you stopping by! I help accountants gain Accounts Outsourcing knowledge through my easy to follow blogs and guides. Download my free guide "The Accountants Guide to Making Payroll Profitable" to learn how to make payroll profitable for your accountancy practice.