Blogger
Share this content
0
3
2690

Should agents use form P87?

Please help!

In July last year I set up a company which helps mainly pilots and cabin crew claim back overpaid tax.

Each client signs a document or indicates electronically that they are happy for me to act on their behalf with HMRC.

I have submitted P87 forms for each client and up until now most of them have been approved, lots after a bit of wrangling with HMRC.

Today I get a letter rejecting 52 claims saying the client has not signed the paperwork! Up until now it was fine and now it isn't? I have authority from the client to act on their behalf with HMRC. I'm obviously doing something wrong and I'm not sure what it is. 

Do I need to send P87 forms for each client? At the moment I have been sending one for each tax year but maybe I have been creating more work for myself, and wasting paper in the process!

Thank you for your help.

Nicola

Replies

Please login or register to join the discussion.

avatar
17th Jan 2013 16:59

have you got 64-8

if not what are the  documents you refer to

Thanks (0)
avatar
By pjones
17th Jan 2013 17:23

No need for the P87

The 64-8 form will allow you to deal with HMRC directly on your clients' behalf - I assume that these are in place as HMRC are corresponding with you regarding these claims.

The P87 claims can I understand be signed by the employee or agent (See http://www.hmrc.gov.uk/manuals/pommanual/paye80010.htm) - in addition one needs to be submitted for each year of a claim however in reality, once HMRC have processed one years claim (i.e. for 2011/12 then they will include the expenses within the employees tax codes so that relief is given at source through their pay.

The alternative would be to simply write a letter claiming relief for the expenses on behalf of the employees - there is no requirement to use the form P87 itself and any written claim will be valid.  If a tax return is submitted for the clients then there is no need to make a written claim or fill in the P87 as the claim for relief on these expenses will be shown in the appropriate boxes on the employment pages of the tax return.

Thanks (0)
avatar
19th Jan 2013 09:20

Thank you

I do have a 64-8 for each client but HMRC are still refusing to accept the P87 signed by me.

I was under the impression that there was a financial limit and if you were claiming over £100 then you had to use form P87. I have an HMRC agent account manager looking into it for me so hopefully I will be able to resolve this. Or I will have lots of unhappy clients.

 

I'm sure I could just prepare a document which encompasses all costs for each year but I don't know how to get this approved by HMRC, and all I need is for them to continue to reject claims.

 

Where a client is under self assessment we have not been preparing P87.

 

In the manual you attached, I cannot see where it states that an agent CAN sign the P87, although it does not say that an agent can't! I wonder if I can use this tactic with them.

 

Thank you for your reply anyway, it was really helpful.

 

Kind regards

 

Nicola

 

 

Thanks (0)