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Agent Authorisation

We may need to obtain information from HMRC to assist us in processing your claim. By signing authority form 64-8 we will be able to liase directly with HMRC on your behalf.

64-8 Form – What is it?

The 64-8 form “Authorising your agent” is a simple form that allows HMRC to exchange and disclose information about you with us on matters within the responsibility of HMRC.

P87 Form – What is it?

The P87 form “Deed of assignment” is the claim form we use to submit the details of your chosen tax relief areas from your application. The P87 form lessens the amount of interaction required by you and permits us to receive tax refunds for the years included in your claim.