Letter Authorising an Agent or Family Member to Deal with HMRC

A letter of authority allowing an accountant, adviser, friend or relative to speak to HMRC on your behalf – with guidance on online agent authorisation, the 64-8 form, Trusted Helper and Lasting Power of Attorney, and a letter withdrawing authority.

Editable Word document
4
10pages
Guidance notes included
aml consultancy solutions

Letters to HMRC & personal tax

Letter Authorising an Agent or Family Member to Deal with HMRC

About this document

What it’s for

HMRC will only discuss your tax affairs with someone else if you have authorised them. Professional agents usually use HMRC’s online authorisation through their agent services account. A friend or relative can be set up as a “Trusted Helper” online, or you can write a letter of authority for a specific issue.

When to use it

  • When you want someone to call or write to HMRC on your behalf about a specific matter
  • When appointing an accountant who cannot use online authorisation for a particular tax
  • When withdrawing someone’s authority

What’s inside

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.

A complete, ready-to-use document with every section written, your details shown in [square brackets], and guidance notes explaining how to complete it.

How to complete it

  • Fill in your details and the person you are authorising
  • Specify which taxes and years are covered and for how long
  • Sign and date it – HMRC may need the original or an uploaded copy

Key points to check

  • An authority does not make the agent responsible for your tax – you remain responsible
  • If someone cannot manage their own affairs, a Lasting Power of Attorney or deputyship is needed instead

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

Letters to HMRC & personal tax

From £29

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Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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