View Income Record - Client List

A way to see or download a list of clients where the View Income Record authority is set up?

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We have found the "View a client's income Record" service really useful, (especially where the client's records are less than perfect, and before Fetch allows our tax software to populate from the HMRC PAYE system). 

We can see client lists in the Agent Services Account through the "Manage who can access your clients" but only for CGT & MTD VAT.

Has anyone worked out a way around this?

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By WinterDragon
17th May 2024 12:57

Keep a separate list on a spreadsheet or on your CRM to keep a track of whether you've got authority.
A stupid solution to a problem that shouldn't exist but what can you do.

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