To calculate your rebate accurately, we need to securely connect to HMRC so we can pull your employment and tax records. This means we can see exactly what you've paid and what you may be owed — without you having to dig out old payslips.
How to connect: when you reach the HMRC connection step in your TaxPro claim, you will be shown a secure prompt from HMRC. Follow these steps:
On your Home screen tap Connect HMRC, then Connect to HMRC. HMRC opens in a new tab.
Log in with your Government Gateway user ID and password.
Approve TaxPro as your agent.
Come back to the app. HMRC confirms most connections within a few minutes; some take longer. You can carry on with your other tasks and we text you when it is done.
If the connection is not working
Work through these checks in order:
Make sure you are signed in to the correct Government Gateway account. If you have more than one, the wrong account will fail to connect.
Check that the name, National Insurance number and postcode on your TaxPro profile match exactly what HMRC holds. A single character difference will block the connection.
If the app says HMRC could not match your date of birth and National Insurance number, tap Fix my details and try again.
Try clearing your browser cache and cookies, then attempt the connection again in a fresh tab or a different browser.
If you are on a work device or using a VPN, try again on a personal device without a VPN — some network configurations block HMRC's authorisation handshake.
Wait ten minutes and try again. HMRC's systems occasionally have brief outages.
If you recently created your Government Gateway account, allow up to 24 hours for HMRC to fully activate it before connecting.
If none of the above resolves it, message us with a screenshot of the error and the step where it fails. We will check whether the issue is on HMRC's side and advise next steps.
Is it safe? Yes. Your information is fully encrypted and securely stored, and the connection is made through HMRC's own secure process.