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Post Info TOPIC: HMRC Agency Account
Shaz B


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HMRC Agency Account
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Hi All I am trying to set up an HMRC Agency Account and wonder if anyone can point me in the right direction please?

Thanks in advance.



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Sharon B
Casu


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Hi

Please can you do an intro - we always ask newbies.

Usual stuff - what prof body do you belong to, do you work for yourself or in a practice/ firm, who is your MLR with, are you a bookkeeper or accountant, what qualifications, how long in role, where up to in your studies-what exams passed/with what body/in midst of doing, where based, what you did before this role? That sort of thing. Helps get to know you but also how best to pitch answers.



(^^Stolen from Joanne)


Do you have MLR?
Agent for what?



-- Edited by Casu on Wednesday 8th of July 2020 11:05:07 AM

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Caron
Shaz B


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Hi Caron

Thanks for your message.

I am Sharon and have been in the accountancy world for 20 year working in practice. I have recently decided to set up on my own under ICB. I am QBE and sadly not taken any formal exams due to my personal circumstances.

I left the first firm for career progression having been Practice Manager there for 5 years which included running the bookkeeping team, calling in books and records for accounts, some accounts prep and loads of general admin. I went from there to Barnes Roffe where I headed their outsourcing team and from there to Beavis Morgan and now this.

I have now got my licence via ICB and have my insurances in place with FSB so slowly getting there. Website on the way and now looking for more clients. I have a couple that I am onboarding at the moment. Using Xero, Receipt Bank, Practice Ignition, Satago, Xavier and Futrli and then building on that as needed.

Please shout if you would like any more info




-- Edited by Shaz B on Thursday 9th of July 2020 08:28:32 AM



-- Edited by Shaz B on Thursday 9th of July 2020 08:29:38 AM

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Sharon B
Casu


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Never heard of ICB.


Do you have MLR?

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Caron
Shaz B


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It is the Institute of Certified Bookkeepers and I have have my AML through them, do you need a copy of my certificate?



-- Edited by Shaz B on Wednesday 8th of July 2020 11:30:46 AM

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Sharon B
Casu


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Thanks - I just needed to know about mlr. For anyone else reading this - you cannot apply to be an agent if you do not have MLR cover.

Sharon - I didnt want to waste your time applying if you didnt already have MLR, as that had to come first. You have it so thats ok.

Try here
www.gov.uk/government/collections/hmrc-online-services-for-agents



-- Edited by Casu on Wednesday 8th of July 2020 11:34:10 AM

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Caron
Shaz B


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Thank Caron for your help. I have removed the link, it was in now was intended as advertising just to give an idea of who ICB was. Biggest apologies.


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Sharon B
Casu


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no probs.

TBH - I still wouldnt have known if you had MLR with them, not all do it as standard.

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Caron
Shaz B


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Happy to email you my certificate if that helps.

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Sharon B
Casu


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Not needed Sharon.

My point was - you cannot apply for agent status with HMRC without first getting MLR cover. You have MLR cover - that fact will go on the application and HMRC will check it, presumably with ICB. So now you can apply for agent status.


If you did not have MLR - I would have given you the link for that, so that you are not acting illegally. But does not apply in your case.



-- Edited by Casu on Wednesday 8th of July 2020 11:45:05 AM

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Caron
Shaz B


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Thanks Caron, I made sure I had this place before attempting to set up a Practice as I believed could not practice without it . I just assumed it would be necessary.

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Sharon B
Leger


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Welcome to the forum Sharon.  You have a quite a few apps lined up there, some I'd never heard of.  I wish you all the best with your new venture  



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John 

 

 

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Shaz B


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Thanks John, appreciated. I am all for automation and the use of technology to streamline so I can cover more clients without much additional overheads.

 

Thanks @Casu for pointing out my mistake. 



-- Edited by Shaz B on Thursday 9th of July 2020 10:16:15 AM



-- Edited by Shaz B on Thursday 9th of July 2020 10:25:13 AM

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Sharon B
Casu


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Shaz B wrote:

Thanks John, appreciated. I am all for automation and the use of technology to streamline so I can cover more clients with much additional overheads.

 You might like to re-phrase that.

 

 



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Caron
Shaz B


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Thanks for pointing that out Caron, clearly not my day, what can I say? So sorry. I have fixed it now.



-- Edited by Shaz B on Thursday 9th of July 2020 10:17:27 AM

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Sharon B
Shamus


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Casu wrote:

Never heard of ICB.

You little tike Caron.

Jeez, how long ago has it been now since they gave up trying to push their wares on here.

 

 

No offence intended Sharon as there is always the experience override to whatever qualification people hold which is why we always ask for a short intro. Welcome to the forum.

Shaun.



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Shaun

Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
Shaz B


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Thanks Shaun, I look forward to being part of the community.

I certainly never meant to upset anyone.

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Sharon B
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