HMRC tax adviser registration kit
Work out when your firm must register with HMRC as a tax adviser, who your relevant individuals are and what evidence you need against HMRC's conditions.
UK practicesWhat registration involvesDocument in the pack
Registering by your deadline18 August or 18 November 2026, depending on your agent accounts
✓Who must register and by whenAlso payroll-only and financial services firms
Knowing your relevant individuals
✓Registration workbookWith declaration status and flags
Each relevant individual meets HMRC's conditions
✓Relevant individual declaration
Evidence for the Standard for Agents
✓Data security statement, conflicts register and CPD log
Nothing missed
✓Gap checklistEvery requirement, with evidence
Telling clients about a change
✓Client letter
Who it's for
UK accountancy and tax practices that interact with HMRC on behalf of clients.
Last checked
Checked against HMRC's guidance in October 2026.
