HMRC Data Setting

HMRC Data Setting

By enabling the HMRC Data Setting, this will allow you to pull through any relevant information from the HMRC portal that you can choose to save on a client’s Self-Assessment tax return within Nomisma.  

 

  1. To enable the HMRC Data Setting go to Self-Assessment on the left-hand menu on the Agent dashboard and select HMRC Data Setting.  

 

 


  1. Click on the Readtoken button which will re-direct you to the HMRC website where you will need to follow the relevant steps. This will then re-direct you back to Nomisma once complete. 

 

(This process will provide Nomisma with the authority needed to interact with HMRC on an Agent’s behalf). 

  

  1. Click Save once the fields have been populated with the Access Tokens.