Educational use only. Not financial, investment, tax or legal advice.
Back to the MMTAR guide

Verify your tax adviser

Three quick checks before HMRC's first MMTAR registration window closes on 18 August 2026.

Your progress0%

0 of 3 steps complete

1. Email your adviser

Ask whether they have registered for MMTAR and request their ASA reference.

2. Check the GOV.UK guidance

Read HMRC’s checker and registration conditions so you know which phase applies to your adviser.

3. Check agent authorisation

Sign in to your personal tax account and review who can deal with HMRC for you.

Log the answer in your scenario

Once you hear back, record the status, date, ASA reference, and any notes in the relevant Delphina scenario.

Open scenarios

This checklist is general information, not personal financial or tax advice. See the HMRC guidance for the current rules and deadlines.