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Multiple paper 64-8s in one envelope?

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Hi guys

Probably a silly question, but I'm about to do a whole lot of 64-8s after acquiring another practice.   Paper will work best in this scenario as the expiry timescale of the online version will mean more re-work rather than less work.

When we do send them in to HMRC do we have to put each one in a separate envelope or can you send a whole bunch through together?

Never tried it, and I wasn't sure if HMRC attach everything in the one envelope to the taxpayer who's details appear first, or if they are smart enough to separate them all out...

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By John R
11th Aug 2020 15:35

When I acquired another practice (about 15 years ago), the retiring accountant contacted HMRC and arranged for all clients to be transferred to my practice without the need for 64-8s. I doubt if this facility is still available due to GDPR but it may be worth asking HMRC (if you can speak to the right person!).

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By New To Accountancy
11th Aug 2020 15:50

Yes I've done this many times, just with headed paper and I've listed the clients names / UTRs on the covering letter, HMRC have always accepted this from me. This may be discouraged in future due to GDPR but yes, it has been accepted. I usually gather 64/8s over the week to save on postage and bulk send every Friday.

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RLI
By lionofludesch
11th Aug 2020 16:27

I just send the forms in.

No covering letter.

It always works.

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By JD
11th Aug 2020 17:22

Send by recorded delivery, otherwise they will go missing and don't expect for one minute that HMRC will recognise them for VAT or PAYE, no matter how many things you have ticked or asked clients to sign.

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By Rammstein1
12th Aug 2020 08:26

Didn't there used to ba an Agent Maintainer at HMRC who could sort this for you without numerous 64-8's?

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Replying to Rammstein1:
By michaelbeaver
12th Aug 2020 09:00

This is my third acquisition in 6 years, and even from the one 6 years ago they won't do it, due to privacy concerns. The clients have to explicitly give permission for us to access their private information.

Would be so much easier if they could. We've got 450+ SA records to transfer!

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By bernard michael
12th Aug 2020 09:37

Surely putting them all in one envelope is taking a hell of a risk of them being lost. On that basis you'd be better off driving to Newcastle and putting them through the HMRC office door

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Replying to bernard michael:
RLI
By lionofludesch
12th Aug 2020 23:37

I wouldn't put 450 in the same envelope.

I haven't got one big enough for a start.

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By craig__2k4
12th Aug 2020 11:31

I once had a meeting with HMRC who said they get about a cars weight in headed paper each year just for letters enclosing 64-8s. They advised to just sent the 64-8 in on its own, and it's always worked for me.

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Jennifer Adams
By Jennifer Adams
12th Aug 2020 18:13

You obviously will have to do a L of Engagement for each so why dont you buy a Practice Management system such as AccountancyManager and do the whole lot in one go.
Email L of E (e-signing so clients usually send back immediately) and 64-8 submitted in seconds
One user = about £40 month.
Plus other benefits such as AML checking and recording of Risk Assessment.
Worth its (cost) in gold!
I too took over a practice last year and this was a godsend (and no .. I dont work for them)
The support is good as well.

https://www.accountancymanager.co.uk/

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By Beangrower
13th Aug 2020 08:17

Last month I sent husband and wife 64-8s in the same envelope. Wife's name duly appeared on my client list but husband didn't. On calling HMRC about the wife I mentioned this and the agent was able to locate the missing 64-8 - transpired that they had enabled him for PAYE instead of SA, sorted over the phone. Sending them together perhaps made it easier to sort out the error on this occasion, as there was reason for HMRC to accept some responsibility to assist.

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By M Bell
14th Aug 2020 10:41

I have sent a few 64-8s together on several occasions and twice one of the forms has been lost at the other end. I don't know if they aren't careful in the way they separate them - I usually fold each form separately in the envelope so the paper doesn't stick together. Good luck whatever you end up doing!

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By Thwaites
14th Aug 2020 10:55

One envelope is fine. Page 2 if not on double-sided print is not required. Make sure you get it weighed at the post office. There is about a 3 week delay in processing at the moment.

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Morph
By kevinringer
17th Aug 2020 13:45

You can change SA (and I think CT) on block from old accountant to new. But you can't change authority for NI, VAT, PAYE, CIS or Tax Credits. We persevered after a major buy-out but in the end had to send in 64-8s for everyone. They can go in one envelope.

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