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@GoSimpleTax: How do I submit as an Agent?

This article shows an Agent how to set up using their own credentials on GoSimpleTax

Written by CoCo

You'll need a mutliple user plan to submit as an agent, this means a minimum of two paid users on your account.

Click on 'ADD / SWITCH' in the top right and switch to the 'MASTER USER'.

Once done so, please do the following:

Click on SETTINGS

Once on the 'Edit profile' tab, select the option labelled 'I am an accountant / tax agent and wish to file tax returnson behalf of my clients', fill in the boxes that are then revealed and click SAVE

Click on EDIT in the top right to go back to the main screen


Following this, to proceed to submission, carry out the following:

Click on VALIDATE MY TAX RETURN

Click YES to proceed

Enter your HMRC Password

Click on FINAL STEP: CLIENT APPROVAL


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