How to manage permissions for tax software

Everything you need to know about managing permissions if you use tax software to interact with HMRC

Our experts at DSR Tax Claims know how hard it is to find good, quality information about HMRC’s tax regulations that is easy to understand, and that’s why we have created these handy guides to tell you everything you need to know. Our aim is to make life easier for our clients and that is why we want to share our expertise with you. You can also call our friendly team on 0330 122 9972 – we’re the tax experts you can trust.

How can you manage your tax software permissions?

If you have to send a Self Assessment tax return, it’s possible that you are using software that interacts with HMRC to make that process easier for you. For example, the software can send your tax return automatically so that you don’t get hit with late penalties. You can set up certain permissions on the software so that it will perform certain tasks on your behalf.

HMRC has an online service which allows you to check the permissions you have set for your software and remove any permissions you no longer wish the software to have. Before you use the service, make sure you have your National Insurance number to hand as well as having a valid Government Gateway account – without these, you won’t be able to use the HMRC online service.

Once you have logged into the online service, you can check which permissions have been set for your account and change the ones that you wish to change. Make sure you save your changes before you exit the service.

How can DSR Tax Claims help?

We aim to make life as simple as possible for our clients and that includes giving you the information you need to make your taxes (and your life) simpler and less stressful.  Our team of experts at DSR Tax Claims are always on hand to help our clients and our excellent standing with HMRC means that we can make sure you don’t fall foul of their regulations, while claiming your maximum tax relief. We can even take care of all that paperwork and deal with HMRC on your behalf too. Call our friendly team on 0330 122 9972 – we’re the tax experts you can trust.

This page was last updated on 25/10/2018.

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