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To access this screen, go to Setup | Practice Options, clicking on the Agent tab and then clicking on Tax Options.
This screen is used to enter the agent's Agent Internet Service (AIS) details for:
Self Assessment (covering personal, partnership and trust returns) and
Corporation Tax Self Assessment electronic filing.
Agents wishing to use the Online Services for their clients must already be registered as an online agent with HMRC.
Agent reference - HMRC issues each agent with an ‘Agent Reference’ that must be entered when registering for the Online Service.
User ID - The AIS trader identifier for the Internet service is a 12 character code (mostly letters) allocated by HMRC.
Password - a combination of letters and numbers, between 8 and 12 characters in length, that is defined by the agent when registering for the Agent Internet Service via the Government gateway.
Return email address may be used for extra confirmation that the HMRC has accepted a tax return. This feature can also be controlled through the Government gateway so if the email address is left blank here, a message may still be sent if the option has been set on the gateway.
AIS details may also be entered for alternative accountants, click here for more details.