Share this content
0
383

Amended SA302s to Agents

Refused copy of amendment

It was mentioned on AccountingWeb and on CIOT that HMRC had taken the decision not send copies of the amended SA302 to the individual's agent where the 2016-17 Returns were reworked.

It now appears that this practice has spread and that, as an agent, I am now being refused copies of SA302s following other amendments by HMRC.  Does anyone know if this is correct? I was considering making a Freedom of Information Request because I can't assist my client without this information.  Are the professional bodies taking this further?

Any advice would be appreciated.

Replies

Please login or register to join the discussion.

avatar
14th Mar 2019 13:16

I've had a couple of 2017/2018 ones through recently, not as a result of re-working, but once HMRC have managed to do the Marriage Allowance transfer.

Thanks (0)
avatar
to Wanderer
14th Mar 2019 13:51

Yes that is one of the problems. HMRC are refusing to send amended SA302s to agents on request - but actually do send them to us for eg Marriage Allowance regularly.

Thanks (0)
14th Mar 2019 13:24

Is there a reason you cant use your own tax calcs and HMRC Tax Year Overviews?

Can the client ring up and request them be sent directly to them?

Thanks (0)
avatar
to MissAccounting
14th Mar 2019 13:50

As HMRC have amended the calculation in these cases, our tax calc does not agree and HMRC Tax Year Overview only makes us aware of the new total - but not how the revised tax liability is made up.
Don't know if client can request but still a further in-built delay.

Thanks (0)
avatar
14th Mar 2019 15:21

Why do you want the SA302?
Only to see the HMRC calculation?
Don't HMRC send a revised calculation if you file a wrong one?

Thanks (0)
avatar
to Gone Sailing
14th Mar 2019 16:15

That is the problem in a nutshell. They now revise the Return and then send debt management letters for increased tax liability to the client! Really concerning and obviously time consuming for us, client and HMRC.

Thanks (0)
avatar
14th Mar 2019 15:48

You might also want to look at the date of issue, bearing in mind that HMRC have a limited window to repair a return

Thanks (0)
avatar
to Cloudcounter
14th Mar 2019 16:01

I have recently received from HMRC a client's amended calc relating to 2012/13 - out of the blue - and before my time acting. £3k refund.

Thanks (0)
Share this content