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Can I export a list of clients by HMRC authorisation status?

Yes. Your dashboard has a widget for each authorisation type: Manual agent authorisation, Letter-based HMRC agent authorisation and HMRC MTD agent authorisation.

  1. If the widgets aren't on your dashboard, select the cog on your dashboard and choose Manage dashboard, then select the eye icon to show each one.
  2. Select the ? icon on the relevant widget. This opens the list of clients for that widget.
    Letter-based HMRC agent authorisation dashboard widget showing 14 not started, with the question mark icon highlighted as step 2
  3. Use the Show: drop-downs to filter the list by status and type.
  4. Select export to download the filtered list as a CSV file.
    Letter-based HMRC agent authorisation list filtered to not started on all types, with the Show filters highlighted as step 3 and the export button highlighted as step 4