I have been trying to do a 30 day CGT return for a client. Who at HMRC is best to contact to get help with this? When I log into my usual ASA there is no option for this type of tax, which baffles me. I have tried the link in the filing for a client and it wants to find my firm in the system to set it up but it does not recongnise my details.
I am currently asking the client to try to enter the details for the return, but unsurprisingly, HRMC's system seems to be very poor. God help us! the tax system is horrendous - i have to get out. If they want us to work a certain way, why can't they make it be easy?
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I think your client needs to setup a Capital Gains Tax on UK property account (and probably a PTA) and give you their CGT on UK property account number. Then you can send them an authorisation request. This should then allow you to 'Manage a clients CGT on UK property account' and generate a return etc.
The process has been covered on here at least 3 x over the last few months, if you do a search you will locate it. Its a wee bit of a convoluted process.
This is one of the more helpful threads https://www.accountingweb.co.uk/any-answers/capital-gains-tax-report-and....
My client struggled with opening a gateway account, so I followed Justin's good advice to obtain a paper form. Call HMRC between 8am-9am (best time to get through) and ask for a PPD CGT form if your client has issues with the Gateway option.
@ steve 12321 (OP).
I would endorse gainsborough's helpful post. Frankly, HMRC have failed to ensure that their standard systems for submitting a Return are user-friendly.
The simplest method, which complies importantly with the legislation, is the submission of a “paper” Return to HMRC. This can be requested by telephone or, if you are unable to obtain an answer from HMRC’s telephone, by means of an “URGENT” letter along the lines of:-
“To enable me to ensure that the required Return is submitted, for my above client, to HMRC (within the required 30 days of completion) in respect of CGT payable on a residential property (such return being required under S.14 and Para 3(1) of Schedule 2 of the Finance Act 2019) please forward IMMEDIATELY to me a blank “paper form” which complies with that legislation”.
If perchance the blank form is NOT received in time for the submission, then a “bespoke form” should be submitted to HMRC (indicating, in the covering letter, that HMRC failed to provide the blank form requested) and include a declaration that, to the best of one’s knowledge, the Return is correct and complete. That bespoke form should include workings for the CGT payable. A cheque should also be included, with the letter and form.
Basil.
They set up an HMRC CGT account and get a reference that they give to you.
You go to your ASA account and enter the reference to get authority.
That gives a link that you email to the client
The client follows the link in your email and authorises you
You get a notification that you have authority and can now access the client CGT account and complete the return.
Simples...as they say in the ads. Noooot as da yoof once said
Quite why such a Heath Robinson process is required is beyond everyone, except HMRC