Clients
HMRC Authorisation and Tax Liabilities
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Acting for a client with HMRC starts with agent authorisation, and good service depends on knowing what the client owes. Remindoo brings both into the client record. For each service, HMRC Client Authorisation shows the current status, for example "Agent is not Authorised", the request number and the date requested. You choose the authorisation type: MTD-IT for the current REST flow, or XML for the previous integration flow. Then you send the request. With Making Tax Digital for Income Tax now live for sole traders and landlords over the income threshold, keeping MTD authorisation organised per client is essential. You don't need to open the profile: the agent authorisation icon in the client list shows each service, such as Personal Tax Return (MTD / XML) and VAT (MTD), with its status and a Send auth request button. For a practice-wide view, HMRC Client Authorisation Status lists clients under Authorised, Pending and Unauthorised. Once authorised, the Tax Liabilities view for Self Assessment shows Total Balance, Next Filing Deadline and Next Payment Deadline. Open and completed periods are listed with filing and payment status, tax amount, overpayments, surcharges, interest, penalties, adjustments and subtotals, and the whole view can be exported.
Self Assessment tax information from HMRC
Total balance, next filing and payment deadlines, and open and completed periods with filing and payment status, tax, surcharges, interest, penalties and adjustments. Export to file.
What you can see
- Personal Tax Return - SATR Information for Daniel Hartley: "Self Assessment Tax Information from HMRC".
- UTR Number and Export button.
- Total Balance, Next Filing Deadline and Next Payment Deadline cards.
- Self Assessment Periods (Open) and (Completed) tables.
- Columns: Period, Filing Status, Payment Status, Tax Amount, Tax Overpaid, Surcharges, Interest, Penalties, Less Paid, Adjustments, Subtotal, Total.
Why it matters: You can answer "what do I owe and when?" without logging in to HMRC separately.
Request agent authorisation
Choose MTD-IT or XML and send an authorisation request; status and past requests are tracked.
Authorisation from the client list
See each service's authorisation status and send requests without opening the profile.
Practice-wide authorisation status
Track authorised, pending and unauthorised clients.
Frequently asked questions
Does Remindoo support MTD for Income Tax authorisation?
Yes. Choose MTD-IT (the current REST flow) or XML (the previous integration flow) in HMRC Client Authorisation and send the request for the service.
What Self Assessment information can I see from HMRC?
Total balance, next filing and payment deadlines, and open and completed periods with filing and payment status, tax, surcharges, interest, penalties and adjustments. You can export it.
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Why a single client record matters
When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.
One version of the truth
Everyone sees the same services, contacts, deadlines and notes for each client.
Accurate deadlines
Companies House sync brings in company details and filing dates, reducing manual errors.
Better client service
A full timeline means anyone can answer a client question with the history in front of them.
Secure document sharing
A client portal is safer than sending financial documents as email attachments.
Practical tips from UK practice
- Import companies from Companies House rather than typing details by hand.
- Record every service a client takes, so recurring work is created automatically.
- Add a short note after every important client call.
- Ask clients to upload documents through the portal rather than by email.
Related Remindoo features
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
