An internal checklist for setting up and maintaining your firm’s authority to act with HMRC and Companies House: agent services account, authorisation codes, form 64-8, Making Tax Digital, ACSP and identity verification.
Accountancy practice – client documents
HMRC and Companies House Agent Authorisation Checklist
About this document
An internal practice checklist that takes each new client (or new service) through every HMRC and Companies House authorisation step, records how and when authority was obtained, and covers your firm’s own registrations – HMRC tax adviser registration and Companies House ACSP status.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Accountancy practice – client documents
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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