If you've recently submitted a 64-8 agent authorisation request through Engager and noticed that the client’s name isn’t showing within your HMRC portal, don’t worry, the request has still gone through correctly.

This is a known limitation on HMRC’s end, and not an issue with Engager.

What Engager Sends to HMRC

When you submit a 64-8 through Engager, we pass the following information to HMRC via their API:

• Tax Office Number

• Tax Office Reference

• Accounts Office Reference (for PAYE clients)

These fields are all that HMRC’s system accepts as part of the 64-8 process.

Why Isn’t the Client Name Showing?

HMRC does not make the client name visible in their portal based on data sent via API. Instead, the name is expected to appear based on what HMRC already has on record for that Tax Reference.

If the name isn’t showing, it means HMRC’s systems haven’t matched the reference to a visible name yet, this can sometimes happen due to delays or inconsistencies in how HMRC surfaces client data.

What You Can Do

There’s no action needed on your part if the references were entered correctly, your 64-8 submission is still valid and in progress.

However, we recommend the following:

• Double-check the references you’ve entered against your client’s HMRC correspondence.

• Allow up to 72 hours for HMRC to update their system and surface the name.

• If the name still doesn’t appear and you have concerns, you can contact HMRC Agent Services directly to verify.

Accuracy and Integrity

We know how important accuracy is when dealing with client authorisations. Rest assured that Engager submits everything HMRC requires, if the client name doesn’t show, it’s simply because HMRC doesn’t expose that field via API.

If you need help checking the references you’ve entered or understanding the 64-8 status, feel free to email us using contact@engager.app, we’re happy to assist.