If you are registered as an Agent for PAYE with the HMRC you should enter your Agent User ID and Agent Password in the E-File Setup section. This also enables you to access the HMRC Data Provisioning Services (DPS) to receive Auto Tax Code updates, Notices and other HMRC emails.

For Pay Bureau:
You can setup your Pay Bureau HMRC eFiling Credential for all your clients for eReturns and eNotice automation purposes.If you prefer all your clients or any particular client to use their own credential you can login into the individual client account to edit the details accordingly.

Please follow the below steps to edit your clients' HMRC Efiling Credentials:

Step 2: Enter your Sign In Password and click on Continue button.

Step 3: Click on View/Edit button under Bureau / Client HMRC E-Filing Setup.

Step 4: You can view your HMRC E-Filing Setup details.

Step 5: Click on the Edit button to edit your E-Filing Setup details.

Step 6: Finally click on the Save button to save the updated details.

Road Map -HMRC Efiling Credentials setup.
Bureau Details -> Enter your Sign In Password-> View/Edit button-> Edit button-> Save button
( 'Bureau Details' is the button positioned in the Main page at the top. It is the first button from the left)

Individual Company / Multi-site Company:

Please follow the below steps to edit your clients' HMRC Efiling Credentials:

Step 1: Go to 'Employer/Setup' menu in the tasking zone.

Step 2: Click on 'Chart of Setup' sub menu.

Step 3: Now click on 'E-filing Setup' under E-Filing section.

Step 4: Select the option “I am an AGENT / BUREAU acting on behalf of an Employer / Contractor and wish to use the Agent HMRC User ID and Password for E-Filing / DPS”.

Step 5: Now, click on the Edit button to enter your Agent E-filing details.

Step 6: Enter the rest of the details and click on Save button to save the E-Filing set up details you just entered.