In order for us to perform our service, we may need to obtain information from HMRC on your behalf. Signing a Form 64-8 and providing us with Digital Access (Online) will allow us to better manage your tax affairs.
What is a Form 64-8?
This is an HMRC form that authorises us as your tax agent and allows us to discuss your tax affairs with HMRC. This means we can exchange information with HMRC on your behalf. We will remain your tax agent until either of us removes that authority, or you authorise another tax agent.
What is a Deed of Assignment?
The Deed of Assignment (DOA) document is included within your claim form. It includes the details you provided in your online application and is limited to the years specified on your claim form. We need the DOA because it streamlines the claim process and reduces your involvement. A DOA is a contract that transfers to us the right to receive tax refunds for the years relevant to the claim period. We can only remove the DOA by mutual consent (both your and our agreement).
What is Digital Access (Online)?
We will request that you grant us access via a secure link to your Digital Tax Records (which includes your HMRC Personal Tax Account) to assist us with our assessment of your claim. If you grant us access, we will also use this to investigate whether you are eligible to claim any further expenses. If you are eligible, we may contact you with a link to submit these additional expenses. We will also use this access to perform an annual check (for the duration of your Contract) for overpaid tax and notify you of the result.
You can remove our online agent access anytime by logging into your Personal Tax Account.