1 Agents are not permited to make a claim for a tax repayment in year but must submit a paper form. The individual tax payer may if they have their own Gateway Account account.
2 For a Flexibly accessed pension payment the form is a P55. But if I try to fill in using the format that allows using the keyboard and then printing of it is not possible to complete in the case of my client.
A It demands a employers PAYE Ref, my client is not employed.If not filled in you cannot continue.
B If I use the pension Companies PAYE Ref it then permits me to proceed tpo pensions recieved but demands an annual pension as well as the lump sum.
So I will be filling in the form in hand writing!!!
I do believe that HMRC do not value agents at all.