Mandatory HMRC Agent Registration Part 2 – Preparing to Register

OBJECTIVES

This session will provide accountants with a practical, step-by-step guide to completing HMRC’s new mandatory agent registration ahead of the portal going live. Attendees will learn how the registration process works, what information and checks HMRC will require, and how to minimise disruption to your practice. The session will also focus on final readiness actions, internal responsibilities, and ensuring practices can continue interacting with HMRC without interruption.

KEY TOPICS

• What firms must do now that HMRC agent registration is about to open
• A walkthrough of the registration process and the information HMRC will request
• Senior manager and firm eligibility checks: avoiding last-minute problems
• Meeting the HMRC Standard for Agents in practice
• Final preparation steps: governance, workflows, and client communication planning

WHO SHOULD ATTEND

Partners, managers and staff responsible for tax compliance, HMRC agent interaction, practice governance and regulatory oversight within an accountancy practice.