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HMRC portal rant

Loss of functionality on agent SA portal

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Has anyone noticed that HMRC appear to have changed the agent portal and removed a lot of functionality?

When selecting a self-assessment client, instead of the familiar green 'Your Current Client' summary, for many clients (presumably they are migrating them all) it now takes you to a Gov.UK page in a different format with everything in a large font.

That's all fine, but under 'View Account' the options to view surcharges, penalties, payments/credits received, repayments etc are no longer avaialble.  All you get is a statement saying 'you have nothing to pay' - but no explanation why.

As agent, trying to ensure that my client pays the right amount of tax, I need to see this information. It really does seem sometimes that there is an agenda in HMRC to make things as inconvenient as possible for agents.

 

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to Wanderer
15th Aug 2019 12:09

Thanks for that Wanderer - when I follow the links (logged in to HMRC or not) I just get a message saying 'access denied' - any ideas please?
I am so hacked off with HMRC - I need to see things at a glance not wade through pages of sh*t! They can't even get the State Pension etc details updated on our SA list so why spend time messing about with a system that worked 'fine'! Grrr!!!!!!!!!!!!!!!!!!!!!!

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to Southwestbeancounter
15th Aug 2019 12:14

You are remembering to change the UTR in the URL to your client's?

The access denied message appears if I just click them, because I don't have a client with UTR 1234567890

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to Duggimon
15th Aug 2019 12:35

Yes, thanks Duggimon I did - I'll try it again. I'm using Chrome but that usually works fine. Cheers. Denise

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to Southwestbeancounter
15th Aug 2019 12:40

Tried it for about the fourth time (HMRC was having issues with giving me access to other taxes too for a while this morning) and I'm IN! Thank you so much! What a fag to have to type that in every time to go through the back door but thank you very much for this - how you found out I'll never know but well done! Much appreciated!! Denise

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to Southwestbeancounter
15th Aug 2019 13:19

Southwestbeancounter wrote:

What a fag to have to type that in every time to go through the back door but thank you very much for this - how you found out I'll never know but well done! Much appreciated!! Denise

Alternative life when I coded some pretty complicated web based systems coupled with some guesswork!
Easiest way to use my links is to bookmark this page, log on, click on my links (get access denied) then change the UTR in the URL.
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to Wanderer
15th Aug 2019 13:31

Perfect, thanks!

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By suepg
to Wanderer
15th Aug 2019 17:00

Wanderer...you're a hero!!

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to suepg
15th Aug 2019 18:45

Not really, but thanks.

The annoying thing is it would take under half an hour's coding for this to be built in. It probably should be there already but somebody in HMRC probably didn't spec it correctly.
HMRC will probably have to go through a massive process to get this updated and this will definitely cost a 5 figure sum and it wouldn't surprise me if the total cost of getting a minor update such as this ran into 6 figures.

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to suepg
16th Aug 2019 09:20

Not all hero's wear capes. Some where pin striped suits and carry a calculator.

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13th Aug 2019 21:49

they really are cocking this right up!

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By GW
13th Aug 2019 23:35

It appears they are downgrading SA to make it consistent with PAYE - looks similar and just as unpleasant to use.

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By NH
14th Aug 2019 06:56

Ours is still the same way it has always been, perhaps that is because we have more than 200 clients?
Either way, I have never understood with both PAYE and VAT why when a business legally appoints an agent to act for them that the agent cannot get access to the same data that they do, I have also never understood why professional bodies with thousands of members have not been able to put pressure on HMRC to get these fundamental things improved. MTD has made no change to this, in fact it has made things worse.
There just seems to be no desire on either side to find a solution that works for all concerned when surely it cannot be that difficult.

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to NH
14th Aug 2019 07:13

NH wrote:

Ours is still the same way it has always been, perhaps that is because we have more than 200 clients?

No, we've over 200 clients and ours is changing.
Initially it looks the same. It's only when you click through to _some_ client's individual details that you see the new version. Some clients still display the old way. No obvious pattern detected. We've some H+W cases where one spouse is shown old and the other new.
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By RedFive
14th Aug 2019 08:20

First reported here on 8th August.

Slow migration across. We have 240 clients in SA only a small handful are on the new (awful) screens.

https://www.accountingweb.co.uk/any-answers/change-to-our-hmrc-agent-acc...

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14th Aug 2019 10:14

Have HMRC ever said why they're changing the portal ??

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to bernard michael
14th Aug 2019 11:20

As far as I know they haven't even said they're changing it, never mind why they might be doing so.

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to bernard michael
14th Aug 2019 17:19

bernard michael wrote:

Have HMRC ever said why they're changing the portal ??


Because they're the most advanced digital revenue agency in the world. In fact so far advanced that it's all so straightforward now that 'customers' won't require Agents as they can do everything through their PTA
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14th Aug 2019 15:09

Another one, for interest:
https://www.tax.service.gov.uk/self-assessment/ind/01234567890/account/i...

Note it's interests and not interest.

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By suepg
14th Aug 2019 17:30

We have around 150 and they only moved to the new look version in the past day or so.
It's in bigger writing, to make it easier for us accountants to understand!!...grrrrr
Thanks to Wanderer for explaining how to reach the parts other accountants can't reach....again....grrrrr

Thanks (1)
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15th Aug 2019 11:12

I've now got the LARGE font...........Are they seriously stupid or just pretending to be to annoy us ?????

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By RedFive
15th Aug 2019 11:33

Now front page has changed (client list).

I'm not sure they could have done any worse. did they employ the AWeb designers ;-)

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By Expat24
15th Aug 2019 12:03

Change for change sake....oh, and wasting money and our time & money.

If it ain't broke, don't fix it!

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15th Aug 2019 12:12

Changed here today, and they've broken printing in Firefox. Tried to get a tax-year overview, but it cuts off before any meaningful information is printed.

Works in IE, which I despise.

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to SteLacca
15th Aug 2019 12:18

Still seems to work for me in Firefox on the new version of the portal, though it's on two pages now because it's some gigantic Fisher Price style tax year overview now.

Thanks (1)
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15th Aug 2019 14:28

I've solved the large font problem
If you go into settings/zoom you can increase or decrease the font size
The default appears to be set @ 125%

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15th Aug 2019 17:02

Is it still possible to find details of payments made by clients?
I have one client where the Account section is showing an overpayment and offers a refund option. However, I cannot see anything that shows how the overpayment arises.

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to ken.voller
15th Aug 2019 17:08

The payments link is in my first post.
You are asking for something slightly different though. Leave it with me & I'll try to work it out.

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to ken.voller
15th Aug 2019 17:15

Okay this wasn't available on the 'old' screens so unlikely to be available on the 'new'. It'll be a matter of working through the various years, try my payments one first, and (trying) to work it out.

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to Wanderer
16th Aug 2019 09:01

Thanks Wanderer,

Your payments link worked fine and, clearly, I can work out from that how the apparent overpayment was calculated.
I realise now that that this was one of those instances where PoA had been (correctly) calculated by me when finalising 2017/18 but omitted by HMRC - hence no apparent liability for 2018/19 - although paid by the client!

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16th Aug 2019 09:43

Has anyone noticed that it now seems to take many more clicks than before to achieve the same?

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to SteLacca
16th Aug 2019 10:51

That's their vision for the future of the internet and is working as intended.

Budget 2020 will have a tax on clicks.

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