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HMRC Credentials for ITSA

Shannon Brady
  • Updated

Changing HMRC Credentials

BrightBooks allows you to connect directly with HMRC under the MTD for ITSA (Making Tax Digital for Income Tax Self Assessment) regime. A new feature has been introduced to simplify reauthentication with HMRC, helping users reset and restart their authorisation when credentials have expired, changed, or need to be refreshed.

 

Accessing MTD for ITSA Settings

  1. From the dashboard, click your Business name to open the business.

  2. Go to Settings

  3. Under the MTD for ITSA heading, select Change HMRC Credentials for MTD ITSA

What It Does

The new Change HMRC Credentials for MTD ITSA button allows users to:

  • Clear existing HMRC authorisations

  • Restart the HMRC Authentication Process from the beginning

  • This does NOT impact any HMRC VAT Credentials

This is useful if:

  • Your HMRC credentials have changed.

  • Authorisation has expired or been revoked.

  • You are switching to a different HMRC account.

  • You encounter issues submitting returns due to invalid tokens.

How to Use It

  1. Navigate to Settings

  2. Under the MTD for ITSA heading

  3. Click Change HMRC Credentials for MTD ITSA

  4. A confirmation prompt will appear to confirm the reset.

  5. Once confirmed:

    • The system will clear any MTD ITSA saved HMRC tokens or permissions.

    • You’ll be prompted to begin the HMRC reauthorisation process.

  6. Follow the on-screen instructions to:

    • Sign in to HMRC.

    • Authorise BrightBooks to access your Self Assessment account.