Connecting to HMRC

To file returns and pull obligations seamlessly, your firm needs to link its HMRC Agent Services Account (ASA) to Complyax.

Note: Connecting to HMRC is a firm-wide setting and can only be performed by a Firm Administrator.

How to Connect

1. Navigate to the Connected Systems (or Integrations) page from the main dashboard menu.
2. Under the HMRC module, click the Connect button.
3. You will be securely redirected to the official GOV.UK login page.
4. Log in using your Agent credentials and authorize Complyax to interact with HMRC on your behalf.
5. Once authorized, you will be returned to the Complyax dashboard, and the HMRC module will display a green “Connected” badge.

Re-Authentication

HMRC requires third-party software authorizations to be refreshed periodically (typically every 18 months).

• The Connected Systems page displays a countdown showing the health of your connection.
• If the token expires, you will receive a notification and simply need to click Reconnect and authorize again using the steps above.