I'm trying to submit a real time Capital Gains Tax return for a client. Rather than go through the process of obtaining an agent authorisation (I am an agent for their Self Assessment tax returns), I was hoping to file the CGT submision using their own personal Gateway ID and password.
However, when I try to do this, it takes me to pages that refer to estates and trusts - not pages for an individual.
What am I doing wrong?
I have truied entering teh details on both my office computer and using the client's own computer - with the same result each time.
Replies (33)
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Are you going through the link on this page:-
https://www.gov.uk/capital-gains-tax/report-and-pay-capital-gains-tax
What you are doing wrong is trying to do it through their personal account...a no-no in HMRC eyes (and most here) though the hoops you have to jump through to get authorised for CGT real time returns are ridiculous
The client can, yes. The point is that you cannot pretend to be the client, login to their account, and submit for them.
Not tried it, but there was a post on here recently about this from agent perspective, but had some extra info in it (I didnt read it either, but parked it for a rainy day)
HTH
https://www.accountingweb.co.uk/any-answers/capital-gains-tax-report-and...
Is it possible that your client enrolled for a specific Trusts service when they first created their Government Gateway account?
True - but they might remember if they have ever filed a Trust or Estate return themselves in the past and that would be an indication that this might be the issue. It may then be quicker for them to set up a new gateway ID rather than waiting for an HMRC response.
I assume that you mean that your clients will be paying less tax now than is actually due, and won't have to make up the difference until 31 January 2022? And that is unfair how?
In any event, you are allowed to estimate other income for the year, so you should be able to make a reasonable stab at the amount of CGT payable.
Re para 1. Advise your client to make payment regardless of the liability not having been established.
re para 2. A long acknowledged flaw in the system.
I don't care about HMRC's problems, if they are charging interest on money properly due to them. If they were prepared to give a binding undertaking that nothing would be charged until they had given me a figure, all well and good. Otherwise I'd pay them the money I thought was due and let them deal with it! They'll be having many more disgruntled "customers" like me over a period of time.
My understanding is that although HMRC are pushing everyone to file the capital gains etc on-line, there is a paper form which the tax payer has to request, you can fill it out, and then they sign it and send it in. As you are worried about the tight timescales, this might be worth pursuing this time around. Must stress it is the tax payer that has to request the form to be sent out not you as their agent. I got this info when speaking to one of the HMRC 'technicians' and I did evenutally spot it on one of the HMRC website pages.
Ashford, could you (or anyone else) kindly provide HMRC's website link to the paper return option?
I spoke to a technician at the end of April and explained that I filed tax returns for people but wasn't always their tax agent. One of my clients for whom I am not an agent was thinking of selling one of his BTL properties so I asked the technician how I could assist my client with the real time submission form etc. As the client has no inclination to set up an on-line HMRC account, the technician said that the client could phone in and request a paper form. As yet I haven't had to see if this actually works.
I see from the HMRC website (https://www.tax.service.gov.uk/capital-gains-tax-uk-property/start/repor...) that you can request paper forms if you are acting as a 'capicitor' or 'personal representative', so paper forms exist and I assume this is what the technician was referring to. I hope this helps...
Having exactly same problem this week
I'm trying to submit a real time Capital Gains Tax return for a client. Rather than go through the process of obtaining an agent authorisation (I am an agent for their Self Assessment tax returns), I was hoping to file the CGT submision using their own personal Gateway ID and password.
However, when I try to do this, it takes me to pages that refer to estates and trusts - not pages for an individual.
What am I doing wrong?
I have truied entering teh details on both my office computer and using the client's own computer - with the same result each time.
I had a similar issue with this trying to help out my Father with his return. Trying to add the CGT service to his personal gateway account said that he needed an organisational account. Set one of those up and tried again only to be presented with the estates or trusts option.
Finally found the link below which allowed him to sign in using his original personal gateway account and start the process.
https://www.tax.service.gov.uk/capital-gains-tax-uk-property/account-home
Eric, if Paul's link above works, then hopefully you can use the original ID?
This whole process does make my blood boil - especially when you read the original policy objective was to "reduce error and increase compliance" but, in reality what we end up with is a nightmare process to sign up, estimates instead of actual figures - especially where sale takes place early in a tax year - and a rushed calculation (how many clients will have costs and dates of occupancy ready and available immediately after sale)?
I'd like to know just how hard the professional bodies fought against this.
(how many clients will have costs and dates of occupancy ready and available immediately after sale)?
How many clients will decide to sell their property and complete the following day?
Not many, but despite lots of notice, I suspect a fair few will not tell agents until after the sale has taken place.
Well, if a client cannot be bothered to advise his agent that he is selling, or planning to sell, his property they’d get little sympathy from me.
In that context the 30-day limit is a bit of a red herring. Those same clients are likely to be the ones that hand in their records on 30 January, telling you only then that they’ve disposed of the property.