HMRC- client list

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AnaMihaila
AnaMihaila Registered Posts: 1 New contributor ๐Ÿธ
in Practice owner community
Hello everyone! ๐Ÿ‘‹

Iโ€™m Ana, new to the community and would really appreciate some advice and support.

Iโ€™ve recently received the authorisation codes from my clients and completed the authorisation process, but I still canโ€™t see them on my online client list. Iโ€™m wondering if I may have missed a step when setting up my HMRC Agent Account.

Has anyone experienced this before? Any guidance on how to get my clients showing correctly in my agent account would be greatly appreciated.

Thank you! ๐Ÿ˜Š

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  • douglasstroud
    douglasstroud Registered Posts: 311 Dedicated contributor ๐Ÿฆ‰
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    You have input the authorisation codes into your agent account?
    If so It usually takes a day or two for them to show on your agent account.
  • StephMaggs
    StephMaggs Registered Posts: 5 New contributor ๐Ÿธ
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    As long as you have requested and received a different code for each different tax tax, then that should be okay. Is it one particular tax you are having issues with?

    Also, if you have more than one gateway account (Agent account plus ASA account) they will not necessarily show on both automatically.

    I vaguely recall having an issue with some Corporation Tax clients when I first set up, and had to speak with HMRC direct, but I cannot remember exactly what the issue was! They may need you to confirm something with them at their end and so I would give them a call if you are still stuck!
  • wendyallen1
    wendyallen1 Registered Posts: 3 New contributor ๐Ÿธ
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    Hi Ana,

    I found it so complicated setting up my agent services account and becoming an agent. It seemed such a faff to have to apply for client authorisations and wait for codes, but it's now become pretty straightforward. As anything in life, it becomes easier the more we do it. Keep going! Well done! :-)

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