In the realm of accounting and bookkeeping, managing client authorisations with HMRC has historically been a cumbersome and time-consuming task. The introduction of Engager.app’s HMRC 64-8 Agent Authorisation integration marks a significant advancement, alleviating many of the challenges professionals have faced for years.​

The Traditional Challenges of HMRC 64-8 Authorisation

Previously, obtaining agent authorisation via HMRC’s 64-8 form involved a series of manual steps that were prone to delays and inefficiencies:​

• Manual Paperwork: Agents were required to complete and submit paper forms, leading to potential errors and prolonged processing times.​

• Disjointed Systems: Managing authorisations necessitated navigating separate HMRC platforms, disrupting workflow continuity.​

• Lack of Real-Time Updates: Agents often operated without immediate insights into the status of authorisation requests, hindering proactive client communication.​

These obstacles not only consumed valuable time but also posed risks to client satisfaction and compliance standards.​

Engager.app’s Innovative Solution

Recognising these challenges, Engager.app has developed an integration that seamlessly incorporates HMRC’s 64-8 agent authorisation process into its platform:​

• Direct Integration: Initiate and manage agent authorisation requests for services such as MTD VAT, PAYE & CIS, Corporation Tax, and Self-Assessment directly within Engager.app, eliminating the need to switch between systems.​

• Real-Time Tracking: Monitor the status of each authorisation request, enabling timely updates to clients and more efficient practice management.​

• Centralised Dashboard: Access all client authorisation information in one unified location, streamlining workflows and reducing administrative burdens.​

Get an insight into our integration by watching this brief overview video:

Addressing Specific Pain Points

The integration directly tackles the previously mentioned challenges:​

• Eliminating Manual Processes: By digitising the authorisation workflow, the integration reduces errors associated with manual data entry and accelerates processing times.​

• Enhancing System Cohesion: Agents can manage all aspects of client authorisation within Engager.app, fostering a more cohesive and efficient operational environment.​

• Providing Immediate Insights: Real-time tracking empowers agents with up-to-date information, facilitating proactive client engagement and improved service delivery.​

How Engager’s HMRC 64-8 Integration Works

Engager.app’s HMRC 64-8 Agent Authorisation integration streamlines the process of managing client authorisations for various tax services. Here’s a concise overview of how it functions:

1. Initiate a Code Request:

   • Directly within Engager.app, you can request agent authorisation for services including:​

     • PAYE/CIS

     • Self-Assessment

     • Corporation Tax

     • MTD VAT

     • MTD IT

   • This eliminates the need to log in separately to HMRC’s platform, streamlining your workflow.

2. Track the Code Status:

   • Monitor the progress of each authorisation request in real-time within Engager.app.​

   • This centralised tracking ensures you’re always informed about the status of your requests, enhancing efficiency.

3. Enter the Received Code:

   • Once your client provides the authorisation code sent by HMRC, input it directly into Engager.app.​

   • Engager.app will then validate the code with HMRC and update the client’s authorisation status accordingly, ensuring compliance and accuracy. ​

By integrating these steps into your practice management, Engager.app reduces administrative burdens, minimises errors, and enhances client communication, allowing you to focus more on delivering quality services.

For a detailed walkthrough, refer to our How-To Guide.​