Bulk Authorisation allows accountants to authorise multiple clients in a single action, helping save time and streamline the authorisation process.


Step 1: Open the MTD IT Clients List

Navigate to the MTD IT module and open the Clients page.


You will now see the new Agent Authorisation button available at the top of the client list.



Please Note:
As part of the agent authorisation, you will be required to complete the HMRC Identity verfication. 


Step 2: HMRC Authorisation Process


Once clicked on Bulk Authorise. You will be redirected to the HRMC authorisation page, select Continue


Click Sign in to the HRMC Online services.




Complete HMRC Authorisation


    Sign in using your Agent Services Account (ASA) credentials


    Once signed in this will allow the software to connect with HRMC


    Click Give permission.








For the next step, once you have signed up you have to prove your identity with HMRC providing the following information. 


HMRC Confirmation & Status Update


Once the authorisation is approved, HMRC will confirm the request. You will then be redirected back to Capium automatically.


Step 3: Select Multiple Clients


Use the checkboxes on the left-hand side to select the clients you would like to authorise.


Once clients are selected, the Bulk Authorise option will become available at the bottom of the screen.




The client’s MTD IT status should update to Authorised.