Importing VAT clients to agent services account

Just reassure me what will happen please

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Hi all

I've noticed there is a client who is on our 'old' HMRC login but when I try and access them on our agent account it says I can't manage the client's VAT details.

If I go to 'copy across more VAT authorisations' it says it is going to import a couple of dozen clients - as far as I am aware this is the only one that isn't already on the agent account, could someone just reassure me it will ignore the ones that are already on there and just import the missing one(s)?

Thanks all

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By Duggimon
23rd Aug 2021 10:07

It only copies your authorisations, whether it was to copy over just the missing ones or all of them, it would make no difference.

However, I don't think you need to do the copy more than once, as I understood it, the two accounts ought to be linked after the first "copy" and any authorisations on one account should automatically show up on the other.

There is however no reason not to try, it won't do anything to cause a problem.

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Replying to Duggimon:
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By Constantly Confused
23rd Aug 2021 11:26

Duggimon wrote:

It only copies your authorisations, whether it was to copy over just the missing ones or all of them, it would make no difference.

However, I don't think you need to do the copy more than once, as I understood it, the two accounts ought to be linked after the first "copy" and any authorisations on one account should automatically show up on the other.

There is however no reason not to try, it won't do anything to cause a problem.

Thanks Duggimon, so long as I can't do any harm to other clients!

Hopefully this will fix things as otherwise I'm at a loss.

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By SXGuy
23rd Aug 2021 12:34

Is this missing person signed up for Mtd? I'm not actually sure you can see every non Mtd client on the ASA account.

I've only ever looked for those signed up to Mtd tbh.

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Quack
By Constantly Confused
23rd Aug 2021 13:59

Update:
It wouldn't transfer anything as it said all clients were already transferred (so it must be a live process as Duggimon says).

Called HMRC and they said the client had to set up an account on HMRC and add VAT to it. Hopefully that will sort it.

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By GHarr497688
23rd Aug 2021 14:13

You go into the old gateway account and click on the VAT client required then when you try and file a Vat return is send you to the ASA login which you then enter and are asked for the VAT number - confirm the client and then you go to the same looking portal as for the Business Tax Account. It's happened to one client so far.

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Replying to GHarr497688:
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By Constantly Confused
23rd Aug 2021 14:25

GHarr497688 wrote:

You go into the old gateway account and click on the VAT client required then when you try and file a Vat return is send you to the ASA login which you then enter and are asked for the VAT number - confirm the client and then you go to the same looking portal as for the Business Tax Account. It's happened to one client so far.

That isn't what happens when I do that.

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By GHarr497688
23rd Aug 2021 20:51

This was a none MTD client .

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