MTD Agent Account HMRC link

Support
1

Hi there,

I wonder if you can help. We currently have an Affinity account and are in the process of setting up and registering several of our clients for MTD for income tax. We have one client on the pilot scheme and it seems to be working okay. When we are setting up new clients and are trying to link them to HMRC using our agent account, that does not seem to be an option. It is only allowing the link to be an individual link which is then asking for passport/driving licence details etc.

Do you know why this might be? Is this because the agent link won’t be available till MTD goes live in April or could we be doing something wrong.

I hope this question makes sense.

2

Hello @RAD1975

It is supported already, please see the support article below.

https://support.quickfile.co.uk/t/mtd-itsa-agent-onboarding/61359

4

For linking clients via your agent account, QuickFile already supports this. The issue you’re seeing—being asked for individual ID verification—usually happens when the client hasn’t been set up correctly under the agent onboarding workflow.

Follow the official guide here: MTD ITSA - Agent Onboarding . It explains how to register clients under your agent account so you can submit MTD for them without each client needing to enter passport or driving license details.