Man using laptop with question marks surrounding him, linked from his head by arrows

ATT welcomes new measures to support tax agents

21 July, 2025

The Association of Taxation Technicians (ATT) has welcomed the publication today of HMRC’s Transformation Roadmap - and in particular four new measures designed to help tax agents manage their clients’ affairs online.1

HMRC has confirmed that they will be prioritising work to: 

  • Enable agents to withdraw their clients from Self Assessment digitally when they no longer need to complete a tax return. Currently agents need to call or write to HMRC to do this.
  • Enhance the Income Record Viewer (IRV) to share more of the information HMRC already holds about taxpayers with their agents. Currently the IRV allows agents to see details of their clients’ employment and pension income. Expanding this service should allow agents to file returns faster and identify and resolve any differences between HMRC’s data and the taxpayer’s records more quickly.
  • Launch a new service to allow agents to digitally submit information which may impact their client’s tax code. This is the most commonly requested service from agents as such changes often need to be made promptly, before the client’s next payslip is issued. Currently agents need to call and wait on the phone to resolve issues with clients’ tax codes.
  • Provide the ability for agents to track the progress of their client’s submissions and repayments. This should help save time spent by agents following up on refunds, which due to increased security measures are often delayed by weeks or months. 

HMRC have also committed to continue to work with professional bodies in developing these new digital services. 

Jon Stride, Chair of the ATT’s Technical Steering Group, said: 

“These are all areas where members tell us they'd like to be able to do things online for their clients, but currently they have to call or write to HMRC instead. Agents can waste a lot of time either on hold or waiting for HMRC to process post which is frustrating for both them and their clients and they are keen to do more transactions with HMRC online. 

“Once delivered, these new services should enable agents to respond more quickly to their clients’ needs. 

“Taxpayers can already do some of these tasks online and we have been calling on HMRC to ensure that agents can see and do everything their clients can see and do for some years now. These new measures should start to address the gap between the digital services HMRC provides for taxpayers and agents.”

Notes for editors:

  1. HMRC Transformation Roadmap – see section 3.2 under “Customer experience – collaborate with intermediary partners and improve the digital offer for tax advisers”.