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.
- 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.
- Select the ? icon on the relevant widget. This opens the list of clients for that widget.

- Use the Show: drop-downs to filter the list by status and type.
- Select export to download the filtered list as a CSV file.
