TaxSimba — Authorising Your MTD Accountant Without Sharing Your Password
Preparation worksheet

This is an optional offline planning aid, not a tax return or a filing confirmation.
Keep completed notes securely. Do not add passwords or one-time security codes.

PRACTICAL TASK
Complete the permission step and check the result Confirm whether the firm is asking to act as a main or supporting agent. For a new digital request, read the HMRC consent statement and complete your part yourself through the official journey. Ask the firm to confirm authorisation is in place for the relevant work. Then check separately that MTD signup and software access are ready. Some existing Self Assessment permissions can be added to the agent’s services account instead of a new digital request. The firm should identify the route that applies. HMRC authorisation does not itself prove the next update has been filed.

Outcome to confirm: ____________________
Evidence or reference: ____________________
Person responsible and next check date: ____________________

1. Firm identity and known contact route
Notes: ______________________________

2. Tax service being authorised
Notes: ______________________________

3. Main or supporting role agreed
Notes: ______________________________

4. Authorisation status
Notes: ______________________________

5. Outstanding work and permission-removal arrangements
Notes: ______________________________

Actions agreed with accountant:
____________________________________

Guide: https://taxsimba.co.uk/blogs/authorise-mtd-accountant-safely

Check the current guide and official sources before relying on a deadline or process.