Text for Terms & Conditions
T's & C's: Use of Third-Party Agents
- Change date
- 25/05/2026
- Word count
- 146
- Deployment measure
- 9/10
Rationale
This wording enables the seamless outsourcing of tax filings to specialists while protecting your firm from calculation liabilities. It provides the necessary transparency for data sharing and ensures regulatory compliance without increasing your professional indemnity risk.
To ensure compliance with HMRC’s "Tax Adviser" registration requirements (effective May 2026), the Firm may appoint a specialist third-party agent (the “Submitting Agent”) to calculate
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