I would like to use AGENT credentials for my E-Filing as I have not applied for/cannot remember my own HMRC User ID and Password. How do I set this up?



3100. I would like to use AGENT credentials for my E-Filing as I have not applied for/cannot remember my own HMRC User ID and Password. How do I set this up?


Go to Chart of Setup, under Employer/Setup menu in the Tasking Zone, and click on E-Filing Setup. Now select the option " I would like to use Agent credentials for my E-Filing". This setting only allows you to e-file your CIS 300, P45, etc. Please note, it DOES NOT allow you to e-file your CIS Verifications for sub-contractors tax status or use the DPS (HMRC Data Provisioning Service ) for P6, P9, SL1, etc. downloads. If you wish to conduct CIS Verifications or DPS services you need to apply to the HMRC for your own User ID and Password. Once you get your own HMRC E-Filing User ID and Password you should come back and enter these accordingly in the E filing Set up section.
Road Map - Entering the default Agent credentials for E-Filing Employer / Setup -> Chart of Setup -> E-Filing -> E-Filing Setup -> Select "I am an AGENT / BUREAU" ( 'Employer / Setup' is the button positioned in the tasking zone menu at the top. It is the first button from the left)