Centralised Authorisation Management
Request and monitor agent authorisations across multiple tax services without leaving Engager.
Real-Time Status Tracking
Stay up to date on your authorisation requests for MTD VAT & IT, PAYE & CIS, Corporation Tax, and Self-Assessment.
Save Time and Reduce Errors
Skip the repetitive logins to HMRC’s platform. Everything you need is streamlined in Engager for faster, error-free processing.
Improved Client Communication
Keep clients informed about the status of their authorisations, improving transparency and trust.
Request Agent Authorisation
Initiate authorisation requests directly from Engager for MTD VAT, PAYE & CIS, Corporation Tax, and Self-Assessment.
Track Authorisation Status
View the progress of each authorisation request within your client profiles in real time.
Client-Specific Updates
Easily access status updates specific to each client without switching between platforms.
Seamless HMRC Integration
Manage your agent authorisations alongside other client data in Engager for a unified workflow.
Access HMRC Integration Settings:
Connect Your HMRC Agent Services Account:
Configure Authorisation Requests:
Manage Authorisation Status:
For more detailed instructions and troubleshooting, refer to our comprehensive setup guide:
HMRC 64-8 Agent Authorisation Setup Guide
If you encounter any issues or have further questions, our support team is ready to assist you. Simply contact us using contact@engager.app.
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Engager’s HMRC integration enables you to manage agent authorisations directly within the platform, eliminating the need to log into HMRC separately. This integration supports authorisations for MTD VAT & IT, PAYE & CIS, Corporation Tax, and Self-Assessment, allowing you to track the status of your authorisations effortlessly in one place.
Integrating HMRC 64-8 within Engager.app streamlines the client authorisation process, allowing you to manage agent authorisations efficiently and securely without leaving the platform.
The integration supports authorisations for various tax services, including Self Assessment, PAYE, MTD VAT, MTD IT, Corporation Tax, and more, enabling comprehensive management of client tax affairs.
To set up the HMRC 64-8 integration in Engager.app, follow these steps:
Access HMRC Integration Settings:
Log in to your Engager account.
Navigate to Settings > Integrations > HMRC.
Authorise Engager with HMRC:
Click Authorise in relation to an for the tax you’re integrating for.
Log in to your HMRC Agent Services account when prompted.
Grant Engager the necessary permissions.
Enter Agent Reference Numbers:
Input your HMRC Agent Reference Numbers for Corporation Tax, Self Assessment, and PAYE/CIS.
Ensure there are no spaces in the Agent Reference Numbers.
Save your entries.
For a detailed walkthrough, refer to our help centre guide: click to visit help centre.
If you need assistance, please contact our support team using contact@engager.app.
Engager.app does not charge extra for this integration. However, ensure that your HMRC agent registration is active and in good standing.
Both HMRC and Engager.app prioritise data security, employing industry-standard encryption and secure servers to protect all client information and authorisation data.
Yes, the integration provides real-time updates on the status of authorisation requests, allowing you to monitor progress and manage client permissions effectively.
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