HMR&C Agent pages - client information

Julia Crouch
Julia Crouch Registered Posts: 68 💫 🐯 💫

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?



  • peugeot
    peugeot Registered Posts: 624
    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
    Hi Julia

    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!

    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!


  • Julia Crouch
    Julia Crouch Registered Posts: 68 💫 🐯 💫
    HI Dean,

    Thanks as always for your help

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