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How do I set up my TaxNav agent account in MyDocSafe?

TaxNavHQ is your control point for Making Tax Digital for Income Tax (MTD ITSA) inside MyDocSafe. It shows where every client stands with their quarterly submissions, alongside the portals, documents and reminders you already use. Setting it up is super simple: you connect your TaxNav agent account once, from Practice/TaxNavHQ, and your whole team can use it.

1. Create your MyDocSafe account

Already have a MyDocSafe account set up for accounting? Skip to step 2.

  1. Go to https://app.mydocsafe.com/signup-free-trial/professional

  2. Fill in your details.

  3. When you're asked for your business sector, choose "Accounting & Tax".

Important: choosing "Accounting" is what gives you the "Practice" section, where TaxNavHQ lives.

2. Open TaxNavHQ

  1. Click "Practice" in the top menu.

  2. Click "TaxNavHQ" in the left-hand menu.

You'll see the "TaxNav Integration" panel with a "Connect" button.

3. Connect your TaxNav account

Click "Connect". We'll take you to TaxNavHQ to authorise the connection.

  • If you already have a TaxNav account: sign in with your TaxNav details and approve the connection to MyDocSafe.

  • If you don't have a TaxNav account yet: choose to sign up, create your agent account, then approve the connection.

Once you've approved, we bring you back to MyDocSafe.

4. Check that you're connected

Back in Practice/TaxNavHQ, you'll see that your TaxNav account is connected, and you can start inviting clients.

Good to know:

  • You connect once per company. Your team members don't need to connect separately.

  • The integration is free. TaxNav licences for your clients are a separate cost — see How do I buy TaxNav licences for my clients?

Common issues and what they mean

  • I can't see "Practice" in the top menu — your account probably wasn't set up with "Accounting & Tax" as its industry. Email support@mydocsafe.com and we'll help.

  • TaxNav signed me in as someone else — your browser was already signed in to a different TaxNav account. Sign out of TaxNav, or click "Connect" again from a private/incognito window.

  • I came back to MyDocSafe but nothing changed — refresh the page. If the "Connect" button is still showing, the approval wasn't completed; click "Connect" and try again.

Next step: How do I invite my clients to TaxNavHQ

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