Connect an accountant or agent OAuth authority
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Connect an authorised agent context to Pixie CRM without storing Government Gateway credentials.
What you’ll accomplish
Connect an authorised agent context to Pixie CRM without storing Government Gateway credentials. The MTD module stores tax profiles, HMRC authority, obligations, frozen filing snapshots, approvals and audit evidence, while Accounting remains the primary financial record system.
Follow these steps
- Go to the required taxpayer profile under Tax Centre → Settings.
- Select Connect agent, not Connect taxpayer.
- Complete HMRC OAuth using the authorised agent context.
- Remember that this only authorises Pixie CRM software to use that agent context; it does not create the legal client-agent relationship.
- Check the client has separately authorised the agent for the required HMRC service before filing on the client’s behalf.
- Keep client approval and professional review evidence on the frozen return before any agent submission.
Checks before you continue
Technical basis for this guidance
This guide was checked against controllers/Mtd_hmrc_oauth.php; libraries/Mtd_hmrc_oauth_service.php; libraries/Mtd_hmrc_crypto.php; libraries/Mtd_hmrc_fraud_header_service.php. The user instructions describe only behaviour exposed or enforced by the supplied module. Internal secrets, encrypted token values and database identifiers are intentionally not shown to ordinary users.
Compliance and operational boundaries
- Pixie CRM Accounting & Bookkeeping remains the authoritative ledger; the MTD module is a tax preparation/submission layer.
- Government Gateway usernames and passwords must never be entered into or stored by Pixie CRM.
- A tax filing must not proceed when transaction-level digital lineage cannot be proven.
- Agent OAuth authorises the software connection only; the supplied v1.0.0 module does not create the legal HMRC client-agent relationship. Establish/verify that relationship separately through the appropriate HMRC process.