Agent Authorisations

The practice-wide view of which clients need HMRC agent authorisations and what is held against each. Rows are derived from the client's active or proposed services, not from authorisations already recorded, so a client who needs an authorisation nobody has requested still appears. Serves both the Making Tax Digital and the 64-8 views by taking the authorisation types the caller wants; counts are a separate call because the list is paged.

OpenAPI Spec

Guides Operations Schemas

GET List Clients Needing Authorisations
Lists the clients whose active or proposed services require one of the requested HMRC authorisation types, one row per client, with an entry for each ...
/tenants/{tenant}/agent-authorisations
GET Count Authorisations By State
Practice-wide tallies of required agent authorisations: how many sit in each status and, for the Making Tax Digital types, what HMRC last said about e...
/tenants/{tenant}/agent-authorisations/counts