Submitting Tax Returns as an Agent

Submitting Tax Returns as an Agent

You'll need a mutliple user plan to submit as an agent, this means a minimum of two paid users on your account.

Click on 'ADD / SWITCH' in the top right and switch to the 'MASTER USER'.

Once done so, please do the following:

Click on SETTINGS

 

 

Once on the 'Edit profile' tab, select the option labelled 'I am an accountant / tax agent and wish to file tax returnson behalf of my clients', fill in the boxes that are then revealed and click SAVE 

 

Click on EDIT in the top right to go back to the main screen 

 
Following this, to proceed to submission, carry out the following:

Click on VALIDATE MY TAX RETURN 

Click YES to proceed 

Enter your HMRC Password 

Click on FINAL STEP: CLIENT APPROVAL 


    • Related Articles

    • I file tax returns for multiple people do I need a seperate Gateway ID for each person?

      If you are a professional agent registered with HMRC and have an agents Gateway ID and password then you can use this to file all your clients tax returns. You can enter these details in settings when logged in as the 'master' user. If you are ...

    • Does SimpleTax submit Trust (SA900) tax returns?

      Unfortunately SimpleTax does not support the submission of Trust Tax returns (SA900). We only support the completion of the form SA107 required when an individual receives income from a Trust. We would recommend you visit the HMRC website at ...

    • How to download my tax return

      If you've already filed your tax return or want to access one that's been submitted in the past, skip to step 3. 1. Click on 'REPORT' located towards the top of the screen 2. Scroll to the bottom and click on 'Download SA100 as PDF'. This tax return ...

    • SA800 : I am in a partnership. What tax returns do I need to file?

      As a partnership there are at least three tax returns required: 1. SA800 Partnership tax return. On here you show details of the partnerships income and expenses, the names of the partners (including address, national insurance number & UTR) and ...

    • What tax years can I file online?

      Your Self Assessment Tax Returns (SA100 or SA800) have to be filed by... 31st October if you're filing a paper return 31st January if you're filing an online return using HMRC portal or third party software HMRC guidance in relation to this can be ...