New HMRC income record viewer

Is this going to be any more up to date than the APIs?

Didn't find your answer?

HMRC have launched a new 'income record viewer' - do we know if it will have better data on it than the APIs used via my tax software?  It involves getting a new authorisation from every client, not sure if it's going to be worth that extra work...

Replies (21)

Please login or register to join the discussion.

avatar
By Matrix
18th Nov 2022 13:18

I was hoping that someone would try it and advise. If the client has to authorise us online, like everything else with the ASA, this takes more time than sending a copy of the P60 etc.

Thanks (0)
avatar
By Paul Crowley
18th Nov 2022 13:45

As an agent for the taxpayer, I need to get another authority? Thanks for nothing HMRC
Are HMRC looking for things to fill their time rather than do some proper work?

As I read the agent bulletin it needs an authorisation link. So only works if client has got his ducks all lined up?

Thanks (2)
avatar
By CJaneH
18th Nov 2022 14:01

This additional authorisation is ridiculous. For a long time I do not think that HMRC recognize that the taxpayers agents are the ones that get the correct information to HMRC. Nor do they realise that most of our clients have very little understanding of tax.
Having appointed an agent they expect the agent to interact with HMRC, not themselves.

Thanks (7)
Replying to CJaneH:
By ireallyshouldknowthisbut
18th Nov 2022 16:18

Quite

I don't understand why HMRC have make everything so ridiculously hard.

Very few of my clients have an account for SA, they have an accountant it should be good enough.

It sounds like great IT, just the sort of thing HMRC should be doing, and they they lock it away in the box marked "not available for clients with low technical ability", or exactly the clients who are the ones we need this data for.

Thanks (1)
Replying to ireallyshouldknowthisbut:
avatar
By Paul Crowley
18th Nov 2022 19:34

Agree
It should be dead easy to link the two, as in self-assessment and viewer
After all HMRC are supposed to only give access to the registered agent.

Thanks (0)
By JCresswellTax
18th Nov 2022 14:02

I tested the BETA version. Yes, you need to get an authorisation like you do for online CGT Returns etc. Works well but a bit of hassle.

Thanks (0)
avatar
By rmillaree
18th Nov 2022 14:04

i can officially confirm this is the bees knees peeps , ioncluding current ytd pay details- woop!

top banana marks for hmrc here (probably long overdue) - the only minor annoyance being that existing sa authorisations dont work so client needs to authroise via gatewayw hich may be a stumbling block for some.

Note i havent tried pulling all data through from our old gateway again - so perhaps i simply need to do that perhaps?

Thanks (1)
Replying to rmillaree:
avatar
By WhiteRose
18th Nov 2022 14:28

Current year sounds interesting, that might be very useful.

Thanks (0)
Replying to WhiteRose:
avatar
By rmillaree
18th Nov 2022 14:56

Its actually better than you might imagine too as you also get current tax codes being used - i have found the relaibility of coding noitces in client area to be very poor - so oftewn i cant get sense out of a client what tax code their employer is operating - note tax code here is preumably what hmrc issued so it may be that the actual code being used could perhaps be different

Thanks (0)
Replying to rmillaree:
avatar
By Not Anonymous
18th Nov 2022 19:10

rmillaree wrote:

Its actually better than you might imagine too as you also get current tax codes being used - i have found the relaibility of coding noitces in client area to be very poor - so oftewn i cant get sense out of a client what tax code their employer is operating - note tax code here is preumably what hmrc issued so it may be that the actual code being used could perhaps be different

Surely if the current year data is what's been reported by the employer under RTI then the tax code is also the one reported by the employer. Which may be the same as the one HMRC issued (or didn't issue depending on the circumstances) but that isn't necessarily so.

Plenty of posts on here in the past from people who operate a code they think is coded rather the one HMRC have put in place.

Thanks (0)
Replying to Not Anonymous:
avatar
By rmillaree
19th Nov 2022 10:18

"Surely if the current year data is what's been reported by the employer under RTI then the tax code is also the one reported by the employer. Which may be the same as the one HMRC issued (or didn't issue depending on the circumstances) but that isn't necessarily so."
I have checked the viewer for a client and i can confirm it says "latest tax code issued" - my text was probably a bit sketchy in my previous post. Proof of pudding would be to find one where employer is using wrong code and see which one is displayed.

Thanks (1)
Replying to rmillaree:
avatar
By Great1
18th Nov 2022 15:46

I tried pulling through client authorisations from the old Agent Online Service but this didn't make any difference. So for the time being it looks like you'll have to request access one client at a time.

Interestingly, the link that you send to the client doesn't change each time you make a new request - even to a different client. So I am not sure if you could just send the link to all your clients and let them sign in with GG etc rather than us having to enter NINO and DOB details on the Agent Services dashboard for hundreds of clients!

Thanks (0)
avatar
By DonDan
18th Nov 2022 14:37

The issue as i see it is clients that already have their personal tax account set up are the ones that would find it easy to access this information anyway. It is the ones that either can't or won't do it that we have the problem with.

I believe that the additional authorisation request requires them to authorise us via their personal tax account.

I think HMRC were able to link the old agent vat gateway with the new one without requiring additional authorisation so it shouldnt be beyond their capabilities to do so again here.

WIth a bit of joined up thinking HMRC could have pre-authorised our existing clients and life would get just a little bit easier.

Thanks (0)
Replying to DonDan:
avatar
By rmillaree
18th Nov 2022 16:19

WIth a bit of joined up thinking HMRC could have pre-authorised our existing clients and life would get just a little bit easier.

HMRC even have the link to copy over sa authrisations from old gateway to asa account - so it is pretty annoying that its not joined up.

"Copy across more VAT and Self Assessment client authorisations"

Thanks (1)
avatar
By Hugo Fair
18th Nov 2022 16:31

"do we know if it will have better data on it than the APIs used via my tax software?"

Depends on what you mean by 'better'.

It's not intended to be an alternative (let alone a competitor) to the APIs ... whose deficiencies, randomly missing data items, are mostly due to HMRC's procedures for data reconciliation after year-end (and subsequent delays).

Where it scores highly is in being updated in-year ... giving an employer-like perspective (including the tax code that *should* be in use).

Whether you find that of any particular use/benefit will be dependent on your needs relating to a client's PAYE history.
If you want to 'look back' at previous years (or check whether the tax code used - per payslip/P60 - is the one issued by HMRC, or see how salary is shaping up so far in an incomplete year), then you will enjoy this.
But if you just want to pull through 'officially endorsed' PAYE data from HMRC for a complete tax year, then the benefit to you is limited - and as yet unproven (in volume).

So - a simple question but no simple answer ... very appropriate for HMRC!

Thanks (3)
avatar
By bluebaron
18th Nov 2022 16:35

I'm not going to bother with it if I have to get authorisation from each client.

Thanks (0)
avatar
By GHarr497688
18th Nov 2022 18:01

I tried it today. I have a BTA and also an ASA. I tried to add myself and the link went through ok. However I had to enter my passport and drivers licence information. I checked it all however the system said the details were incorrect. I checked several times and everything was in order. I just gave up. The ASA is so confusing and I still can't understand why I get the old style home screen then when I enter from a different link I get a different screen. I wonder what the people who device this systems are like and how much they get paid. If I can't understand the systems then how on earth will taxpayers. I dread what will happen later down the line.

Thanks (2)
avatar
By Winnie Wiggleroom
19th Nov 2022 07:07

Oh right ok, so HMRC do have bang up to date payroll data on a computer somewhere, I was just wondering because the data that comes through the API is still very hit and miss and the excuse we were given was that that data needed to be cleaned for a few months...

Thanks (0)
avatar
By Crouchy
19th Nov 2022 14:04

we use the income viewer and its good

yes clients have to authorise you, but thats a short term hassle for a long term gain

you get full access to see what clients income has been with each employer, any BIK and allowances claimed, pension info including state pension and any adjustments to tax codings etc

saves us around 15-20 minutes per client by accessing the data online as oppossed to calling the agent helpline and talking to some numpty who gives no confidence that they are providing the correct info

Thanks (2)
Replying to Crouchy:
Slim
By Slim
25th Nov 2022 18:09

They aren't giving this information out by calling the helpline now, they tell you to use the income viewer.

Almost none of my clients have an account so it's going to be a pain in the [***] to set up.

Thanks (0)