Configuring users

You can specify multiple access criteria, one per Tax ID.

  1. In the UK Tax Authority Connector Configuration tool, click the Users tab.
  2. Specify this information:
    Tax ID
    Specify the Tax ID of the registered company. This must correspond to the supplier taxpayerId that is sent in the XML file.
    Accounting Entity
    Specify a user-friendly name for the tax ID.
    Authorization Granted Date
    The date that you were initially authorized to the webservice.

    This field is automatically updated when you authorize the software on the HMRC website. See Authorize the software for more information.

    Note: The token that is issued on this date is valid for 18 months, after which time it needs to be re-authorized.
    Authorization Expiry Date
    The expiry date, after which you will no longer be authorized to the webservice.

    This field is automatically updated when you authorize the software on the HMRC website. As you get nearer to the expiry date, follow the steps detailed in Authorize the software to refresh your authorization.

  3. Click File > Save.
  4. Close the Configuration tool.