How to Authorise CCH iFirm MTD for Income Tax with HMRC
How to Authorise CCH iFirm MTD for Income Tax with HMRC
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Your practice must obtain an authorisation token from HMRC within the software before you can submit the Quarterly Updates and Final Declaration.
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You can obtain the authorisation token via Product Settings or Organisation Management. To navigate to the this page Select your profile on the top right of the page and click Product Settings or Organisation Management.
3. Click on Products and select MTD for Income Tax
4. Click Product Settings
5. Enter the Agent Reference Number (ARN)
6. Click Authorise (underneath Authorisation)
7. You will be redirected to the HMRC website ( Government Gateway Sign-In required)
8. Click on 'Continue'
9. Enter your HMRC user ID and Password
10. Click on 'Sign in'
11. Click on 'Give permission'
Note: Your credentials used to sign into HMRC’s page, in order to grant permission for CCH iFirm MTD for Income Tax to be your compatible software of choice with HMRC must be the same credentials as your online services account that HMRC require all agents to have.
Your credentials will be used to utilise all of the API-based services that HMRC provide.
The authorisation with HMRC is expected to last for an 18-month period, so should not need to be repeated frequently.
11. Once you have granted permission, your authorisation status should now be Active
Signing up for MTD
HMRC has provided a step-by-step guide and video to help you set up the relevant accounts for MTD.
Making Tax Digital for Income Tax as an agent: step by step - GOV.UK and Sign up your client for Making Tax Digital for Income Tax - GOV.UK
Note:
- Create a Government Gateway Account: If you don't already have one, you'll need to create a Government Gateway user ID and password. You can do this on the HMRC website.
- Gather Your Information: Make sure you have your National Insurance number and Unique Taxpayer Reference (UTR) ready. These are required during the registration process.
Authorised as an Agent
The guidance serves as a reminder to both agents and taxpayers that it is the client’s responsibility to designate a main agent. Clients will receive consent statements outlining what information a main or supporting agent can access.
While clients can appoint multiple supporting agents to act on their behalf, only one main agent can be assigned at a time. If a new main agent is chosen, the previous one will lose access.
Supporting agents, however, will retain their authorisation even if additional supporting agents are added.
Useful Information! “If there is no need for a supporting agent, the process is very straightforward – HMRC has confirmed that those currently authorised as agents for Self Assessment will automatically become ‘main agents’ once the client is signed up to MTD.”
Process of Making Tax Digital for Income Tax
Functional Limitations
- Roll forward from prior years tax return
- Cover letter / transmittal letter
- Relationship and association linking
- Direct import from 3rd party software
- Audit trail
Known Issues! Submission log