IRIS is the first HMRC-approved supplier for agents, with more to follow.
IRIS is the first and only agent software to be included on HMRC's list ‘which software packages support the Making Tax Digital pilot if you're an agent’, but others will be added soon.
In April 2017, IRIS announced pre-population within the IRIS Accountancy Suite utilising MTD APIs from HMRC. This was used during HMRC’s MTD beta for quarterly filing and IRIS has now told practitioners that they - and their clients - can participate in the pilot.
To access HMRC agent services, practitioners need to register for a HMRC agent services account. The account provides access to new HMRC online services and use of software to communicate directly with HMRC. Some practitioners will have already used this for trust registration purposes. The person responsible for the tax areas will need their firm’s Unique Taxpayer Reference (UTR) or Corporation Tax reference and the postcode associated with that reference.
This is what HMRC says regarding adding clients and when to use the account:
Add clients to your agent services account
Once you’ve set up your account you can then add your clients. To do this:
add each of your agent Government Gateway IDs to the account - this will include all your existing clients connected with each ID
invite additional clients one by one - this will include new clients, and existing clients who’ve not yet signed up to use an HMRC online service
You may need to do both of these, depending on your clients’ choices.
When to use your agent services account
Use your agent services account to access new HMRC online services.
Continue to use your other Government Gateway IDs to:
access other HMRC online services (which aren’t covered by the agent services account)
use the agent services dashboard (previously known as Agent Online Self Service).