Just completed a phone call to the SA agent line - discussing differences in figures on a client return versus figures from the employer which HMRC would have received by RTI. Submitted info from 3 P60s on the tax return - HMRC claim there are 4 employments, the 4th being a same-year P45 from one of the three employers.
I was advised of the employer name and PAYE reference, but when I asked for date of P45 and income & tax figures, I was told this info cannot be shared with me. Strangely enough, I was given the YTD SL figure deducted from the employment at the point of the P45.
I was then advised that a letter detailing these figures could be sent to the client, followed by a refusal to send this letter/info to the client or myself, and was told that the individual must get this info from their personal tax account!
I - politely - questioned the resistence to sharing information with myself as agent, having cleared agent security questions, and highlighted that employer name, PAYE reference and SL figures were shared, so why not gross income and tax figures.
Following a bit of back-and-forth, I ended the call and followed up with the client, who as it happens was apologetic that this got left out of the info provided to me for the return.
Am I missing something in my understanding of the purpose of an agent status with HMRC, given the above?