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Agent authorisation pending

Currently waiting HMRC to authorise me as an agent (as in authorise my firm), best way to do a TR?

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I am currently waiting for HMRC to authorise me as an agent (as in authorise my firm) and I have been approached by someone asking me to do their tax return. I have everything else in place and hence could do their tax return quite easily, but I obviously can't submit as agent. Is there any way around this other than submitting via their goverment gateway as them? which feels wrong. 

Thoughts appreciated...

Replies (14)

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By Whatisname
21st Jan 2020 22:40

I thought as an agent you can submit any SATR as long as you have the client’s UTR.

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Replying to Whatisname:
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By SXGuy
22nd Jan 2020 07:38

You still need a gateway id. Whethet it's yours or theirs.

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By JoF
21st Jan 2020 23:21

Just do it via your software
Edit...ignore me! Most folk do anyway! Read it incorrectly. Fast becoming a habit!

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By Paul D Utherone
21st Jan 2020 23:13

Maybe not possible if you haven't got Agent Submission Credentials for an HMRC Online Agent account?

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By Matrix
21st Jan 2020 23:14

How can she if she doesn’t have an agent gateway account yet?

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By JoF
21st Jan 2020 23:20

I need to lie down in a dark room....as soon as Ive bought some new glasses!

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By SXGuy
22nd Jan 2020 07:40

Had it been October you could have filed on paper. But it's not. So the only option is to use their gateway id. If they don't have one. Prepare them for a penalty. It won't be set up in time to submit by 31st

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Replying to SXGuy:
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By AbbieG
22nd Jan 2020 08:07

They do have their own government gateway ID which I could use to submit, but is this allowed? For example, is it unethical/frowned upon or just plain not allowed.

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By SXGuy
22nd Jan 2020 08:24

I don't know that answer. All I can tell you is I've met plenty of accountants who do it. I don't though. If it's just a one off I'd do it I guess.

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Replying to AbbieG:
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By JoF
22nd Jan 2020 08:29

I also tell agents not to. Some appear to do it for years rather than pay for software, albeit the 'enhanced security' messages make this a wee bit harder. Always considered this an ethics issues personally. Did a quick search just on here and came up with this

https://www.accountingweb.co.uk/tax/hmrc-policy/hmrc-warns-against-using...

I'm not sure about the 'dire' issues, how would HMRC know you've lodged? But I'm no software expert so no idea if something shows eg an IP address at their end so the one thing to watch is that there is usually a disclaimer on folks own lodgements about this submission being 100% correct and that they will lose their children if it isn't, which you cannot acknowledge, as you are not them!

If you wish to do belt and braces, then document between you and client and go ahead. Or, of course, they could then just file their own.

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Replying to JoF:
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By AbbieG
22nd Jan 2020 08:39

Thanks Joe that is really helpful. It would just be a one off, the frustrating thing is that I sent the letter to HMRC to get myself set up as agent over 2 months ago but they 'lost' the first letter so I had to resend. On their system it currently says they haven't started work on the letter but that I can expect a response by the 25th of Jan, which seems unlikely!

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By JoF
22nd Jan 2020 09:42

Its Jo (girl) not Joe (boy).

Agree with Duggimon. He is clearly a late one, so put him/her out a bit, might encourage him/her to bring stuff in to you in a more timely fashion next time.

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By AbbieG
22nd Jan 2020 10:42

So sorry Jo!

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By Duggimon
22nd Jan 2020 09:07

If you have an ethical concern, which is quite understandable and which I would probably agree with, you could have the client come to you and log into their account themselves.

There's a significant difference there between collaborating to get the return filed and taking their credentials and essentially pretending to be them.

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