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.
Step 2: 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.
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.
The client’s MTD IT status should update to Authorised.
Note: If the status does not update immediately, refresh the page or re-open the client record to confirm the authorisation has been successfully applied.
You will be able to review and verify the client’s income sources and proceed with setting up the tax return within the system.