How do others deal with getting relevant information from HMRC for a non SA client?
I am thinking of a couple of elderly clients who are not in SA, nor is there any need for them to be in SA, but have a number of pensions and some smallish investments and GA paid.
It all ought to be handled through PAYE and end of year recs by P800, but of course because they are not in SA I cannot get them added to my Agent list, and even if I could it is unlikely that the client record visible on the Agent account would include anything helpful like coding notices, pension details etc..
There is not a huge amount to do, other than endeavour to run through the figures and P800, do a bit of hand holding with the client and reassure them either that the computation is correct, or speak to HMRC to get it corrected. But why are there so many impediments to this, or is it just another thing that will be 'fixed by MTD'?