HMR&C Agent pages - client information

Julia Crouch
Julia Crouch Registered Posts: 68 Regular contributor ⭐
in General accounting discussion
Hi

Has anyone managed to find a reason for or, a quick way to resolve the situation when you have a client appearing on your client list but when you open up their record you are not able to access any information, even when you submit SA100 online for them?

Thanks

Comments

  • peugeot
    peugeot Registered Posts: 624 Epic contributor 🐘
    I think I heard our tax partner ranting on about something like that.

    Anything's possible these days with HMRC I'm afraid.
  • Dean
    Dean Registered Posts: 646 Epic contributor 🐘
    Hi Julia

    Reason:-
    The reason it does that is because HMRC have checked a box on the system at their end.

    The 64-8 triggers you being able to view it online but the Revenue process bod has to select a box also, this then enables you to view the content.

    Really, really annoying I know. We had quite a few of them of late! Not helpful at this time of year!

    "Quick-fix":-
    Give them a call and explain what's happening - they should be only to aware. I've put 'quick-fix' in inverted commas because their interpretation of quick and ours is completely different!

    Regards

    Dean
  • Julia Crouch
    Julia Crouch Registered Posts: 68 Regular contributor ⭐
    HI Dean,

    Thanks as always for your help

    J

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