How to choose a tax agent
Find out what you should look for if you want a tax agent to interact with HMRC on your behalf.
Official website: gov.uk00
How to use the service
Before choosing a tax agent, think about whether you can deal with HMRC yourself. You can do this through your personal tax account or your business tax account . You can claim a tax refund (also known as a tax rebate) on GOV.UK. You do not need an agent to do this for you. An agent will charge fees for claiming a tax refund for you. You can also get help from: contacting HMRC if you have simple queries friends and family if they are registered as a trusted helper charities, such as Tax Help for Older People and TaxAid Citizens Advice
Requirements
If you do decide to choose a tax agent, you should: check their website to see what tax services they offer read their terms and conditions so you fully understand the: fees you will pay legal contract you may be agreeing to service you’re signing up for check how much the agent charges and how and when you’re expected to make payment find out about their reputation and history (for example, search for online reviews or their Facebook page) make sure they have the right experience to help you, for example certain trade sectors or business sizes check they can provide all the services you need, for example, payroll, audit or investment ask if they’re registered for online access with HMRC so they can do your tax digitally confirm they are aware of and meeting HMRC’s agent standards check if your adviser holds relevant professional qualifications or is a member of an accountancy or tax professional body Make sure you contact a few different agents before choosing which one provides the r
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