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Evidence requirements for registering as a tax agent

Author: Professional Standards

Published: 09 Jul 2026

New guidance is available for when you are applying as a tax agent with HMRC. Ensure your processes are up to date.

When applying as a tax agent, you can now use a screenshot of your firm’s entry on ICAEW’s Find a Chartered Accountant database to satisfy the requirement to evidence that your firm is supervised for anti-money laundering purposes. You no longer need to request a confirmation letter from ICAEW.

Businesses must upload a document to the system, even if the supervisory body maintains a public register of supervised firms. This ensures that HMRC can confirm they are actively supervised at the point of application.

Find out more on the GOV.UK website: Steps you need to take before registering as a professional tax agent - GOV.UK

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