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Setting up online access to HMRC data in Taxfiler

Trying to pull in client data into Taxfiler from HMRC

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I have tried setting up online access to HMRC through Taxfiler. I had to go through extra security with HMRC to do this and provide passport details etc but the link seems to have set up fine. However when I try to donwload data for a client I get the message 'You do not have authorisation to view this information for this client'. I do have client authorisation in place with HMRC and can view them perfectly well through the HMRC online agent account. Has anyone else had this issue with Taxfiler and how did you resolve it? I know that only 2017 data is available at the moment but the 2018 data will be available soon and I would like this to work.

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By Teesside
16th May 2018 11:39

I had the same problem and someone gave me this advice "Cancel your authorisation in the Settings Pages (Diasable access to HMRC data) and reauthorise (2SV)."

It worked for me.

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Replying to Teesside:
By Paul D Utherone
16th May 2018 11:58

Ditto, though I think you will find that a lot of HMRC systems have not yet updated for 2017-18 and there's only data for 2016-17 at the moment

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Replying to Paul D Utherone:
Image is of a pin up style woman in a red dress with some of her skirt caught in the filing cabinet. She looks surprised.
By Monsoon
17th May 2018 11:11

Paul D Utherone wrote:

Ditto, though I think you will find that a lot of HMRC systems have not yet updated for 2017-18 and there's only data for 2016-17 at the moment


That would explain why there's the square root of b*gger all when I query it!
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By Ruth75
16th May 2018 12:16

I have tried disabling it once and reauthorising with HMRC but that didn't resolve it for me.

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Image is of a pin up style woman in a red dress with some of her skirt caught in the filing cabinet. She looks surprised.
By Monsoon
16th May 2018 12:45

I'm authorised, but there's no data to pull down in every case I've tried so far, so I wouldn't worry about sorting it as a matter of urgency as you aren't missing much!

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By Paul D Utherone
24th May 2018 14:22

I reauthorised again last night as the response is "A record for this UTR could not be located", which I initially read as "We cannot see the the client authorised to you" but actually probably means "HMRC systems are not up to date and there's nothing there"

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