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Controlling staff access to the agent services account

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Published: 13 Sep 2022 Update History

HMRC has provided further details of the ‘access groups’ functionality which it is developing in the agent services account.

As previously reported, HMRC is developing functionality that will allow agents to control staff access to clients in the agent services account (ASA). The service is known as ‘access groups’ or ‘granular permissions’ and also provides a client list.

The functionality is being tested with a small number of agents before being further rolled out. It will be restricted initially to agents with up to 1,000 clients (not staff as previously reported).

Agents will need to have appointed one or more ‘administrators’ with the ability to control access. The service will need to be actively turned on in the agent services account.

Further details and screenshots are available in a briefing from HMRC. 

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