In response to sustained feedback from ICAEW and other professional bodies, HMRC announced on 21 September 2026 that it will develop client list functionality within the Agent Services Account (ASA). The enhancement, targeted for completion by summer 2027, will allow agents to view and manage their full client portfolio within the ASA, eliminating the need for separate spreadsheets or practice management software to track client authorisations. This addresses a long-standing pain point since the ASA’s launch.
Key Takeaways
- Centralised Client Management: Agents will be able to see all clients authorised to them, check authorisation statuses, and initiate new authorisations directly in the ASA.
- Improved Workflow Efficiency: The feature is expected to reduce administrative overhead for practices, particularly those with large client bases, by providing a single source of truth.
- Phased Rollout Planned: HMRC intends to pilot the functionality with a select group of agents in early 2027 before general release, offering an opportunity for early feedback.
Disclaimer: This article is compiled and summarized by the AI based on publicly available information and is for general information purposes only. It does not constitute any form of formal tax advice, legal opinion, or basis for performance. Please consult a qualified professional tax advisor or legal counsel for tax advice.
Source: Read Official Announcement