Change or cancel authorisations as an agent

Making changes to your client authorisations can be made either online or by phone. 

You can use your HMRC online services account to:

• manage your client lists - view, download or update
• remove a client that you no longer act for - you will need to do this separately for each online service
• update your contact details - for example, your firm’s email address or phone number

Once you remove a client from your online account, you will not have access to any of their data. Make sure you take copies of anything you have submitted online for that client before you remove them from your client list.

You can call the Agent Dedicated Line to let HMRC know:

• you no longer act for a client
• about changes to some client details

You will be asked some security questions to check your identity and you will need to provide your client’s name and reference number, for example, National Insurance number or Unique Taxpayer Reference (UTR).