You can use our integration with HMRC to request a 64-8 for your client for Self Assessment, CT600, PAYE or CIS. Presently HMRC do not offer the opportunity to request 64-8s for SA800 (for Partnerships) or VAT via their integration.
Adding Your Details
To add your HMRC Gateway credentials navigate to Settings > Accounts Settings > HMRC Credentials and Settings and add your HMRC Username and Password. Your HMRC User name is a 12 digit numerical code.
*please note your password cannot contain a special character as HMRC will not accept passwords containing special characters such as(){}[]|`¬¦! "£$%^&*"<>:;#~_-+=,@ via their integration.
also the Password once entered and saved will save in the background, it will never show a password in the password field.
You will also need to add your Agent Code for each service.
You can only add one set of HMRC Gateway login details, if you have more than one login you can contact HRMC directly to merge your logins.
Submitting a Request
To submit a request navigate to your client's file, under Services Required ensure the service you wish to make the request for is ticked on, if you have to tick it on then click Update Client to save the change. Then click the client's HMRC 64-8 tab, fill in any missing details and click Submit.
Receiving a Response
Once you have submitted your request it will then be processed by HMRC. When an update is available you'll receive an Notification which can be accessed by clicking the bell at the top right of the page and you'll also receive an email directly from HMRC.
If the submission is successful then HMRC will send your client their code by post.
If the request is unsuccessful HMRC will advise why in the Notification and email. Below are some common reasons why a submission may fail:
"the submitted client's information not matching HMRC's records. Please check with your client and HMRC that the information you have is correct and then try again." - This means the details you have submitted for your client do not match HMRC's records. If your client is certain they have provided you with the correct details then they will need to check what details are held HMRC.
"HMRC already have a record for you and this client." - This means you already have authorisation to file for this client.
"failed to submit due to incorrect HMRC Credentials. Please update your HMRC Credentials." - This means the HMRC Gateway credentials submitted with the request are not valid. You can update them by navigating to Settings > Accounts Settings > HMRC Credentials and Settings then click Save Settings.
If your request is submitted successfully and in the HMRC Gateway the client's name is blank this is due to a big with the Gateway itself. We have previously reported this issue to HMRC however you will need to contact them directly for this to be investigated further. You can report the issue to them directly by calling the Agent Dedicated Line on 0300 200 3311 or the HMRC Online Services Helpline on 0300 200 3600.
Automating Code Reminders
You can send your client automated emails to remind them to provide you with their code. To do this navigate to Settings > Automation Settings > Agent Authorisation Code Reminders and tick on Agent Authorisation Code Reminders. Then add your Agent Authorisation Code Days ensuring they are comma separated, these are the days after the 84-8 requests has been submitted that an email will be generated.
This email will be sent to the Main Contact's email address, or the Company Email or Partnership Email address will be used if one is entered. The email will be generated to your Queue 24 hours before it is due to be sent, and the send time will be added automatically to be 24 hours after the email is generated.
Once Your Client Has Provided Their Code
Once your client has given you their code this will need to be added directly to the HMRC Gateway.
If you have chosen to send code reminder emails then you may need to navigate to the client's file, click their HMRC 64-8 tab and click Forget to stop the reminders if there are still reminders scheduled to be sent.
On the client's file on the Client Info tab you can navigate to Agent Authorisation and tick Online for this service to clear the missing data message.