Tax Agent handbook and SA Tips for agents

HMRC have created two new agent dedicated communication products:

  • SA Tips for agents
  • Agent Handbook

At the 6th August 2024 meeting of the *Representative Body Steering Group, to reduce the volume of Self Assessment returns that required additional clerical action, members suggested a Self Assessment hints and tips be created and to be shared with tax agents.

HMRC Commnications and technical colleagues have produced the SA Tips for agents, it was reviewed by the Virtual Comms Group and will be published also as part of the the November 2024 Agent Update.

Another aid for tax advisers which is now live from 1st November 2024 is the HM Revenue and Customs Tax Agents Handbook – it’s a new way to present information that mostly already exists on GOV.UK, it’s a new place to go to, to help tax agents find appropriate guidance.

The handbook web pages includes information on registering as a tax agent, all about client authorisations, transacting with HMRC and much more.  

HMRC have also added new tips to help tax agents get the best out of GOV.UK resources and how to find old or archived pages on the National Archives.

PAYadvice.UK 2/11/2024

*PAYadvice Ltd director P Simon Parsons currently sits as the BCS representative to the HMRC RBS Group and the Large Payroll Bureaux representative to the HMRC Employment and Payroll Group.

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