Do I need to provide the amended tax calculation

New Accountant making a fuss

Didn't find your answer?

I gave professional clearance a few months back

We had sent the self assessment tax return and calculation for 2022/23 which just had Directors Salary and Dividends

HMRC subsequently sent an tax calculation amendment as the director did not notify us of a another employment,  Now I can't recall if this was sent to us as need to search my records or if the client had sent this to us. Anyway I will need to search for it.

New Accountant contact us a couple weeks back asking why the tax calculaiton does not march HMRC records.  I had explained why but the accountant is insisting the HMRC amended tax calculation is sent.  Is this really a big deal - do they really need it.  They can contact HMRC for a copy if it is required or the client

Replies (11)

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stonks
By WinterDragon
19th Apr 2024 13:02

You cannot produce a document you do not have. If you reckon you could find it without too much trouble then you might as well have a look. But if it's buried in some email chain that's long since archived and a cursory search can't find it - you needn't bother.

The new accountant is perfectly capable of getting authority from the client and asking HMRC for a copy. They can even try the digital route first and get access to the income record viewer.

I'd probably be a bit more diplomatic and go with " Many apologies but I am unable to locate the SA302 sent by HMRC. I'm afraid I'm going to have to refer you back to client or to contact HMRC to re-issue a copy."

All this begs the question, why are they so bothered about last year's return - typically our engagements do not cover old years but a copy is always nice to have a glance over.

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Replying to WinterDragon:
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By JimLittle
19th Apr 2024 13:39

Thank you. Yes I am trying to figure out why they need it and whats the point comparing the last year tax calculation to the HMRC record.

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Replying to JimLittle:
stonks
By WinterDragon
19th Apr 2024 14:33

I think I'm going to have to put my diplomacy skills to the test as I've just received a clearance letter (expected) in which they've asked for 3 years personal tax returns for 3 directors. This will certainly be an interesting conversation...

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Replying to WinterDragon:
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By Jo Nokes
19th Apr 2024 15:50

I agree it’s irritating, but frankly, it takes a few seconds to reply to the request and attach pdf copies. Job done

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By SXGuy
19th Apr 2024 13:21

Tell him you can't find it and link him to the online authorisation page to obtain one himself.

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Sandman
By Mr Sandman
19th Apr 2024 13:54

I often find new accountants very arrogant & behave with a lot of chutzpah.
More often than not they have taken over an ex-client by offering an initial lower fee.
They then demand information they are well able to source themselves.
They invoice for their time, but demand our time for free.
Advise them to contact HMRC or the ex-client for this type of detail.

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Replying to Mr Sandman:
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By JimLittle
19th Apr 2024 14:25

Yes agreed I don't understand why they need it. I had explained everything to the client at the time which the client accepted. Not sure why the accountant has come to me as the client knew about the amendment in the tax calculation

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By jonharris999
19th Apr 2024 14:56

No.

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By More unearned luck
19th Apr 2024 15:13

The golden rule is do unto others as you would have them do unto you.

If searching for a document is onerous, then there is something wrong with your filing system. Perhaps this is a clue as to why the client switched accountants.

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Replying to More unearned luck:
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By JimLittle
19th Apr 2024 16:57

No, it wasn't the reason. Though yes filing system could be better.

There were number of reasons mainly cost but relationship went downhill when they did a few things that were technically incorrect and started to claim VAT and CT deduction for personal costs. They were taking too much of my time too and were not listening.

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By Cathy Milligan
26th Apr 2024 13:33

I would anticipate this may have been at the request of a mortgage advisor?
HMRC figures not matching up with the software tax calculation.
and the SA302 is the link to the discrepancy?

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