HMRC

HMRC Practice Management Integration

Simplify Agent Authorisation with Engager and HMRC

This integration is currently in development.
A diagram showing two connected browser windows. The first window displays engager.app with various progress bars and records. The second window shows the HMRC logo on a green background. An arrow indicates a connection between them.
Engagerโ€™s HMRC integration will allow you to request agent authorisation directly from within the platform, eliminating the need to log in to HMRC separately. Track the status of your authorisations for MTD VAT, PAYE & CIS, Corporation Tax, and Self-Assessment effortlessly in one place.

Benefits of integrating HMRC

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, PAYE & CIS, Corporation Tax, and Self-Assessment.

Save Time and Reduce Errors
Skip the repetitive logins to HMRCโ€™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.

How HMRC works with Engager.app

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.

How do I get started with HMRC?

The integration is currently being built and cannot be used yet. You’ll need to perform the process manually for the time being. We’ll be sure to notify our existing users once the integration is live.

Integration developer

HMRC

Contact info

Legal info

Engager.app cannot take responsibility for the content found on third-party websites.

Frequently Asked Questions

What is HMRC Form 64-8?

HMRC Form 64-8 authorises an agent, such as an accountant or tax adviser, to deal directly with HMRC on a taxpayer’s behalf for various tax matters, including Self Assessment, PAYE, VAT, and Corporation Tax.

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, VAT, Corporation Tax, and more, enabling comprehensive management of client tax affairs.

The integration is currently in the testing phase.To set up the integration once live, navigate to the settings within your Engager.app account, select the HMRC 64-8 integration option, and follow the on-screen instructions to connect your HMRC agent credentials.

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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