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Status In Discovery
Categories Client Management Tax
Created by Owen Sheehan
Created on Aug 3, 2024

Submit "Ask a Client to Authorise you" Through the each client

Having the ability to have agent gateway accounts (multiple gateway accounts) linked through IRIS elements to HMRC, and allow for the services within the gateway accounts, to be automatically populated and submitted via IRIS elements and the client profile.

Furthermore, the ability to draw down the client 64-8's and submit these too with a connection to the gateway account showing if the client is authorised on the agent gateway account or not.

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