HMRC Pre-Population of Client Data Frequently
Asked Questions
Click the 
icon to see the answer:
Can I switch the feature off so that
it does not call data automatically?
Yes, to do this go to the Setup
menu, select Retrieve HMRC Client Data
Practice options and de-select all the boxes in this screen.
Once this is done the product will stop automatically trying to connect
to HMRC. But you can still choose to retrieve data as and when you want
by clicking the Retrieve HMRC Data button in the toolbar.
Do all users need to complete the two
step verification process?
It is entirely up to you. You can setup authorisation on a staff by staff
basis or just the once across the whole practice. You can also have multiple
authorisations for different branches if you have different HMRC credentials
for different groups of clients.
We have created a screen for you to manage the authorisations within your
practice. If you go to the Setup menu in Personal Tax and select Authorised
Agents you can choose between Practice Level and Individual User Level.
Please note that by switching from one to the other you will be removing
any existing authorisations in place and you will need to go through the
authorisation process again. If switching to Practice Level you will only
need to go through it once for the whole practice and all clients associated
with the credentials you use.
The authorisation token lasts for 18 months at which point HMRC will ask
you to go through the authorisation process again.
All staff members can use the same credentials with the two-step verification
process.
Does the two step verification process
need to be completed for each client?
No, the two step verification process needs to be completed for each set
of HMRC credentials and will work for all clients linked to the set of
credentials provided.
Why am I being asked for
my passport number?
HMRC have added an additional layer to the security process to ensure that
taxpayers’ data remains protected. This additional layer is an identity
check. HMRC recognise that this is not the best check for a practice and
is more suited to an individual, but it is a temporary solution until
the agents’ services identity checks are available.
How do I stop the message coming up
that tells me I have chosen to stop the HMRC Data collection function?
To resolve this you will need to turn off the automatic connection. Go
to the Setup menu, select the
Retrieve HMRC Client Data Practice
Options and de-select all the boxes in this screen.
Once this is done the product will stop automatically trying to connect
to HMRC and the message will no longer display.
Why is there no employment or pension
income coming in for my client?
HMRC have confirmed that employment, pension and benefit data will not
be available through the HMRC Retrieve Data function until after they
have carried out a reconciliation process on their end, so this data is
not expected until after June each tax year.
We cannot give an exact date as it will differ for each client. After June
the reconciliation process begins and they run it for about a million
taxpayers each day and this takes a couple of months to complete for all
taxpayers.
What do I do if I get a message saying
that it is not possible to connect to HMRC to collect the client data?
The agent does not have privileges to access that individuals tax year
data. It is most likely to occur because the agent does not have a 64-8
relationship with that individual.
If you have multiple sets of credentials with HMRC and groups of clients
linked to each one, you need to ensure that the authorisation process
has been carried out for all sets of credentials.
What do I do if I get a message stating
it is not possible to connect to HMRC to collect the client data as the
UTR is invalid?
Please check that the users UTR is correct and matches what HMRC has for
this client.
