We highlight HMRC’s communication resources that members may choose to use when communicating to clients.
If you interact with HMRC and are paid to do it, HMRC requires you to register as a tax agent. Registration began on 18 May 2026 and is being introduced in stages – please view HMRC’s guidance ‘Check if and when you need to register as a tax adviser with HMRC’.
As well as this mandatory requirement, ICB suggest members may want to communicate the registration to their clients. In this regard, they have produced several communication resources which you may want to adapt to suit your messaging, for example in briefings, newsletters and external communications. We highlight these below:
- Newsletter – possibly, some of the contents can be used to outline the mandatory requirement;
- Factsheet – again, whilst this details the facts of the ongoing requirement to register, there are some of these and phrases that can be used, if only to say that you have recognised your obligation and have done this within the timescales;
- LinkedIn social media posts – if you are active on LinkedIn, maybe these can be adapted to say there is a registration requirement and you have met this; likewise
- LinkedIn social media images – which downloads a file that contains pictures you may want to use
For Bookkeepers
Whilst ICB is pleased to promote these, some of the message will need to be adapted to suit your own client base.
The primary message to convey to your clients is that there is a requirement to register and you will have to do this to continue acting on their behalf.