Agent Authorisations

Each client record shows the status of all relevant HMRC agent authorisations. Sodium covers the full range of 64-8 authorisation types:

• Self Assessment
• Corporation Tax
• PAYE for Employers
• Individual PAYE
• VAT
• Construction Industry Scheme
• Tax Credits
• High Income Child Benefit Charge
• Making Tax Digital for Income Tax
• Making Tax Digital for VAT
• Trusts

For each type, record whether the authorisation has not been requested, has been requested, or has been granted. Your team can see the full picture at a glance without digging through emails or spreadsheets.

When configuring your services, you can specify which agent authorisations each service requires. For example:

• A VAT Returns service might require MTD for VAT authorisation
• A Self Assessment service requires Self Assessment authorisation
• A Corporation Tax service requires Corporation Tax authorisation
• A Payroll service requires PAYE for Employers authorisation

Sodium automatically works out which authorisations a client needs based on the services they're taking. When you open a client record, any required authorisations that haven't been granted are highlighted so you can see immediately what needs attention. No more discovering at filing time that the 64-8 was never submitted.

Agent authorisations fit naturally into the client onboarding process. When a new client accepts a proposal, Sodium knows which services they've signed up for and which authorisations those services require. Your team can then work through the list to ensure everything is in place before work begins.