I have recently taken on new clients and have identified a claim for surrender of marriage allowance 10% of the PA from the non taxpayer to the BR taxpayer for 4 years . very straightforward case.
Has anyone successfully done this by post ? It looks like it may be possible where HMRC suggest a taxpayer can write in to claim it, but doesnt seem widely publicised .
Clients are elderly, do not have a computer nor have any desire to learn how to use one , and would like us as their agents to handle the claim . I therefore can't get them to set up a Government Gateway personal tax account, and neither do I wish to put them through the stress of making a phone call to HMRC to try and claim it themselves . I cant even meet the client to sit with them on a call to HMRC ,due to social distancing .
As I see it, the easy way would be to get a claim letter drawn up, get them both to sign it , and post it off to HMRC .
Has anyone successfully done it by post ?