The best way to register your shopper for a tax service as an agent

Registering your shopper for Self Evaluation, Company Tax or PAYE

If you wish to register your shopper for any of those taxes, you are able to do so via your HMRC On-line Companies account.

What you’ll want

You’ll want:

your Authorities Gateway person ID for HMRC On-line Companies

a Self Evaluation or Company Tax agent code (even for those who’re registering for PAYE)

The best way to register

Signal into your HMRC On-line Companies account utilizing your Authorities Gateway person ID. Choose ‘Register for HMRC taxes’ within the left-hand menu. Choose ‘Register for HMRC taxes’ on the appropriate. Choose the primary possibility ‘I wish to inform HMRC that my shopper is in enterprise and must register for a brand new tax or inform HMRC that the corporate is now energetic’. Learn the steerage on the next screens and choose ‘Subsequent’. Choose the tick field for the tax you wish to register for and enter your shopper’s identify or a shopper reference. Observe the directions on display and submit.

The best way to register your shopper for Self Evaluation for those who can not use the web service

You may as well use the web kind CWF1 or the paper model of kind CWF1 to register your shopper for Self Evaluation and Nationwide Insurance coverage contributions. You’ll want your shopper’s Nationwide Insurance coverage quantity.

In case your shopper is self-employed

If you wish to register:

a nominated companion or new partnership, use kind SA400

a companion in a partnership, use kind SA401

companions who should not people, use kind SA402

In case your shopper is just not self-employed

If you wish to register a shopper that’s not self-employed or a director, use kind SA1.

Registering your shopper’s belief or property

If you wish to register your shopper’s belief or property, you are able to do so via your agent providers account.

You may as well discover out extra about find out how to register your shopper’s belief on-line and find out how to register your shopper’s property on-line.

What you’ll want

You’ll want your Authorities Gateway person ID for agent providers account.

The best way to register

Signal into your agent providers account utilizing your Authorities Gateway person ID. Go to ‘Trusts and estates’. Choose both ‘registered the belief’ or ‘property’. Observe the directions on display.

Registering your shopper for VAT

To register a shopper for VAT, it’s essential to have a Authorities Gateway person ID and password for both:

agent providers account

HMRC On-line Companies

For those who register for VAT utilizing your Authorities Gateway ID for HMRC On-line Companies, you might be requested for particulars to confirm your individual identification, comparable to:

your Nationwide Insurance coverage quantity

date of beginning

passport or driving licence

You’ll not be requested to supply this info utilizing your Authorities Gateway person ID on your agent providers account.

What you’ll want

You’ll want:

your Authorities Gateway person ID and password for both agent providers account or HMRC On-line providers

your identify

your cellphone quantity

your e-mail handle

your shopper’s identify

your shopper’s date of beginning

particulars of shopper’s turnover and nature of enterprise

your shopper’s checking account particulars (if obtainable)

your shopper’s Nationwide Insurance coverage quantity

a type of ID out of your shopper (comparable to their passport or driving licence)

your shopper’s Company Tax Funds, PAYE, Self-Evaluation Return, latest payslip or P60 (whichever is most applicable)

For those who’re registering a restricted firm shopper, they should have a Firm Registration Quantity and a Company Tax Distinctive Taxpayer Reference ( UTR ) to finish the VAT registration course of.

People and partnerships don’t must have a Self Evaluation UTR to register for VAT, but when they do, it’s essential to provide this. You’ll be requested to confirm the entity you might be registering, due to this fact ought to know a number of the historical past of the enterprise or individual you’re registering.

The best way to register