We complete SA tax returns for our clients and have come across a fair few clients where they do not have their PAYE income (payslips/P45/P60’s). We usually ring the tax office to obtain the information which takes a long time to obtain (waiting on the phone or they insist on posting a hard copy to us). I am aware that a client can set up a HMRC personal tax account and can view their PAYE income including the taxes suffered from there. This makes it easier for a person that use their PTA to complete their return.
However, we as agents are not be able to view this information through our HMRC Agent Account (ASA). Are HMRC planning to make this PAYE income available to view online through the Agent Account any time soon? If yes, do you know how soon they are planning to implement this? I know there is limited information on Tax Return options for Class 2 NI, State Pension, etc.
If HMRC are planning to add this information onto the agents system, then is any forum members aware of any commercial SA return software that can extract this information from the HMRC agent account and input it into the relevant SA return pages? (by say a click of a button, etc). The software we use at present for filing does not have these features and if this feature is available in another software we would consider that software for our future needs to save time in the long run.
Thanks in advance for your input.