Producing the Form


Within the Administrator module, and the Client tab, access the Client Details - Edit menu option. Click the Forms button to open the Forms Production window.


Where the Jurisdiction of your client is already set to England and Wales, the ’64-8 – Authorising your agent’ form will immediately be available to you in the forms listing presented. In the event your client has any other jurisdiction noted, use the Jurisdiction drop down list to select England and Wales to continue.


Populated Information


The form currently populates the following information in the 64-8:

  • Full name of the trustee
  • Full name of the trust
  • Full name of the agent to disclose information to


The agent information will come from the ‘Presenter’ record chosen in the ‘Forms Production’ screen, prior to generating the form.


Personal Details/Company Registered Office

  • Full address of the trustee
  • Telephone number of the trustee


The information will only populate for the first Trustee recorded on the client, within the Trustees register.


Agent’s Details

  • Address of the presenter chosen in the ‘Forms Production’ screen, prior to generating the form
  • Reference of the client


The agent information will come from the ‘Presenter’ record chosen in the ‘Forms Production’ screen, prior to generating the form.


Individual/Partnership/Trust Tax Affairs

  • The Tax Reference


The ‘Unique Taxpayer Reference (UTR)’ field will populate with any ‘Tax Reference’ noted within the ‘Tax Ref. No.’ field within Client Details – Edit.


Viewing Forms Previously Issued


Within the Forms Production window, a History tab is available which displays form history.


With the ’64-8 – Authorising your agent’ form selected, click onto the History tab. All previous 64-8 forms produced will be listed here.


To view the form, click the Reader button.


To delete any forms not required to be stored in this client history (produced in error, for example), click the Delete button to remove from the list.


These notes are confirmed to be applicable from Troika release 2.08.024.