Setting up your agent credentials in My Admin will allow you to save your agent details when submitting for each client to HMRC and Companies House
Navigation - My Admin>> My Firm >> Agent Credentials
Head to the my admin module using the Navigation above and select the type of agent credentials you would like to add.
Click the blue edit button under status.
A pop-up box will appear to fill in the agent credentials.
Only the User ID and the Password are mandatory. This is the only data being fed through to the other modules.
The other fields are for internal reference only and therefore, does not need to be added.
- Agent ID
- Contact Name
The information to add for the user ID and password is as follows for each 'type'