Income Record Viewer

Has anybody got this to work?

Didn't find your answer?

Being brave, I decided yesterday to set up the Income Record Viewer for my clients, following the information published in Agent Update 105 and an ICAEW e-mail.

I logged into my Agent Services Account, and managed to generate a link, but I had to put in one client's personal details to do so.  However as the link is supposed to be generic (i.e. it refers to the agent not a specific client) I didn't worry too much.

This morning a client tried to grant me authority using the link provided, but got an error message that the link had already been used.

I contacted HMRC Online Services webchat, but the (human) assistant had never heard of the Income Record Viewer...

So 3 questions:

- has anybody else got it to work?  What am I doing wrong?

- any ideas who at HMRC might have a clue about this?

Thanks in advance!

Replies (15)

Please login or register to join the discussion.

avatar
By WhiteRose
20th Feb 2023 14:33

Yes, experimented with one client, just to see if it would work, and it does.
Not sure if that link is copy-able or whether you have to generate it afresh each time.

Thanks (0)
avatar
By rmillaree
20th Feb 2023 15:02

works perfectly well for me

note before you send link if you have the slightest doubt check your

"Manage your authorisation requests from the last 30 days"

If the client isnt listed in there as "Client has not yet responded" - then you will need to specifically request authorisation for that client.

I think its most likley that you havent realised although the link is generic - you need to do specific requests to authorise for every client before the geenric link will workm for them and that link is only valid for 30 days or so.

So you cant send the generic request until you have requested authority for that specific client.

Thanks (2)
Replying to rmillaree:
avatar
By Hugo Fair
20th Feb 2023 15:16

This *is* HMRC ... where logic is never knowingly overused!

Thanks (1)
Replying to rmillaree:
Pile of Stones
By Beach Accountancy
20th Feb 2023 16:17

Thank you, I'll have another go!

Thanks (0)
Replying to Beach Accountancy:
Pile of Stones
By Beach Accountancy
20th Feb 2023 16:19

And of course, HMRC's guidance was not clear about this point...

Thanks (0)
avatar
By ArronfHarrison
20th Feb 2023 16:10

Yes, I used it extensively in January, a real God-send for confused clients.

The link is generic, but of course the client has to log in to their GG account and the details of that account has to match data inputted to create the authorisation link.

Thanks (0)
avatar
By taxadvisercarlisle
22nd Feb 2023 10:41

What a frustrating process. The kind of clients this would be helpful for are exactly the ones who are unlikely to have a government gateway account. Having went through a similar process for trust registration, I have realised this is more hassle than it's worth.

Thanks (1)
Morph
By kevinringer
23rd Feb 2023 11:06

I'm glad this question has been raised. I was about to generate the generic link and email it to all my clients unaware I had to do something for each client so that the link would work for them. Why does HMRC create such time consuming processes?

Thanks (0)
avatar
By spuddle
23rd Feb 2023 11:14

Can anyone tell me if this facility provides any more data than is available when using the "fetch" function through tax software such as TaxCalc, which we use?

Thanks (0)
Replying to spuddle:
avatar
By rmillaree
23rd Feb 2023 11:47

Yes - its ridiculously good date when compared to fetch!!!

fetch 1/10 (doesnt bring through mnegative tax deducted) this facility 9/10

Thanks (1)
Replying to spuddle:
Morph
By kevinringer
23rd Feb 2023 11:48

https://www.gov.uk/guidance/get-access-to-the-income-record-viewer-for-a...

PAYE information for the current year plus the 4 previous tax years
employment records, including time in employment, their PAYE reference, the pay and tax details for each of their employment
student loan repayments, if any, collected through payroll
latest tax code for the current tax year including all allowances and deductions
taxable benefits provided by an employer such as company car and medical insurance and whether these are forecasted (P11D not received yet) or actual (P11D received)
state and private pension information
details of any underpaid tax and other debts such as tax credits or Class 2 National insurance contributions collected through their tax code

I've not yet had any clients sign up, so I don't know how reliable the IRV is, and we all know how unreliable the SA API/Fetch is.

Thanks (1)
avatar
By Tomazaan
23rd Feb 2023 11:25

Income Record Viewer is great if you can jump through the hoops: well worth it. I find the "fetch" function (also via TaxCalc) sometimes works, sometimes does not and sometimes gives wrong information.
My gripe with Income Record Viewer is having to get client authorisation via Government Gateway. As a previous poster said, the clients for which you really need Income Record Viewer are the ones that struggle with opening and claiming a Government Gateway account.

Thanks (0)
Replying to Tomazaan:
avatar
By rmillaree
23rd Feb 2023 11:49

"As a previous poster said, the clients for which you really need Income Record Viewer are the ones that struggle with opening and claiming a Government Gateway account."
peeps can contact hmrc and do non digital handshake to get hjob done - job done if they can find teh number to ring get through and prove they are them and know what to ask for - hmmmmm thats a big ask

Thanks (0)
Replying to Tomazaan:
avatar
By legerman
23rd Feb 2023 13:29

Tomazaan wrote:

Income Record Viewer is great if you can jump through the hoops: well worth it. I find the "fetch" function (also via TaxCalc) sometimes works, sometimes does not and sometimes gives wrong information.
My gripe with Income Record Viewer is having to get client authorisation via Government Gateway. As a previous poster said, the clients for which you really need Income Record Viewer are the ones that struggle with opening and claiming a Government Gateway account.

Totally agree, it works really well, but if the client can log into their gateway, they can also send us the info we need, as the income viewer carries the same information as ther GG does.

Woould be better if we could see the data for all our clients, as long as they are authorised.

Thanks (0)
Replying to legerman:
Morph
By kevinringer
24th Feb 2023 09:01

It would be better if IRV worked via third party software and retrieved the data direct into the software without separate authorisation, just like the existing SA API/Fetch. Mind you, it would be better of 30/60-day CGT could also be filed direct from software so that we only needed to input it once into software and that one set of data is used for 30/60-day filing and SA Return. But that would require HMRC to have thought things through, which is something HMRC seems incapable of doing these days.

Thanks (3)