Help section

Shared Workspace Guide

The HMRC Shared Workplace service allows tax agents and businesses to liaise with HMRC to exchange sensitive information.

The central point of the Shared Workplace is to help with information sharing which can be utilised by all parties by:

Gaining access to management tools

  • Using databases and folders for organising data
  • Alerts for document filing
  • Calendars for logging key events
  • Social tools – forums and polls for generating discussion

Once HMRC decides you can use the service the next stage is deciding on a person within your business to act as the Customer Organisation Representative (COR). This individual will act as the contact person who deals with HMRC for your business. The COR will also appoint two other people within your business to be Customer Nominated Contacts.

More extensive guides on how to use the service are available here.

Would you like to discuss the Shared Workspace service with us first?

We can help point you in the right direction so you can set up the Shared Workspace for your business.