View and download client lists

You can view and search for individual clients from your client list using certain criteria.

To do this select an option from the drop-down menu then enter one of the following in the ‘For’ field and select search

  • VAT registration number
  • your client’s name
  • your client reference

To populate your client list you need to complete the Online Agent Authorisation process. This applies even if you have a paper form 64-8 currently in place for your clients.

At a glance page – Authorised client search lets you look for a specific client

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