Access to Personal Tax Accounts

Is it OK for someone else to access an individual's Personal Tax Account?

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I have read on here that we must not access our client's Personal Tax Account - is it actually illegal?

HMRC has written to my client saying "The Personal Tax Account is a new way for [Taxpayer's name] to manage all their tax affairs."

My client is actually the father of the Taxpayer, who is 18 months old.

Is it OK for my client to set up and access his infant son's Personal Tax Account?

And if so................

Replies (8)

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By Truthsayer
10th Jun 2020 13:51

'Is it OK for my client to set up and access his infant son's Personal Tax Account?'

That's irrelevant to you. You can't do it.

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Replying to Truthsayer:
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By Comptable
11th Jun 2020 14:18

Thank you, but that was not the question that I asked.

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Replying to Comptable:
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By Paul Crowley
14th Jun 2020 16:20

Is it OK for my client to set up and access his infant son's Personal Tax Account?

And if so................

What does 'And if so................' actually ask

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Replying to Paul Crowley:
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By Jack Spratt
15th Jun 2020 18:28

It asks the reader to consider what the implications might be and give his or her views and thoughts. It allows them to use their imagination and experience to address specific questions that the poster may not have considered.
It is an open question so that the responder is not constrained by a narrow question.
I trust that answers your point.

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Replying to Jack Spratt:
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By Paul Crowley
15th Jun 2020 20:48

Disagree
Truthsayer hit the nail straight on the head

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Oaklea
By Chris.Mann
10th Jun 2020 14:10

Also see https://www.accountingweb.co.uk/tax/hmrc-policy/hmrc-warns-against-using... which, although dated somewhat, provides the gist and intended spirit

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Replying to Chris.Mann:
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By Comptable
11th Jun 2020 14:24

That is interesting. Thank you.
It doesn't actually say you MUST NOT DO IT, and the only consequence it mentions it a possible delay in receiving repayments, but no more than that

The article says "We will be improving the service to provide agents access". Oh really? When?

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Replying to Comptable:
By Paul D Utherone
11th Jun 2020 15:34

Comptable wrote:

The article says "We will be improving the service to provide agents access". Oh really? When?

As the article linked is from 2015 I think you can assume never.

Promises were made about 'self serve' for agents back then that have never come to fruition and I suspect never will going by the hoops one has to jump through to get authorised for new services like CGT 30 day reporting.

As an agent HMRC expect us not to use the client's PTA to manage their account, and it is now much more difficult to do anyway with 2SV as you'd probably need a 'burner' phone with a different number for every client to receive confirmation codes by text.

For the father of a minor to register for the minor & use their login details is rather a different matter, and I should have thought perfectly reasonable.

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