HMRC told me when this happened to a client of mine - we got a letter saying that he would need to file paper returns in the future and that his records would not be accessible on line.
For the SA case you only need the UTR and post code - if you put the NINO in as well your application will fail. It's badly worded on HMRC's website and suggests you could put all three items in. Similarly for the CT case - just put the CT reference and the RO post code. That should work.
I've found the way to see the payments made and refunds also! Once in your client's record go to "view account" - in the list that then appears on the right hand side you will see the headings Payments/credits received and below that Repayments. - it was much easier before.
I WAS a TOHG but never shredded post to meet targets although I worked with a chap who locked the files for his difficult cases in a drawer in his desk! It only came to light when he was off ill for a few weeks, but nothing was done about it and the practice continued on his return.
Try entering it without the dashes in between - ours is a random collection of numbers and letters but no dashes or any other separation between the digits and numbers.
I have also had one of these but as well as the amounts that we reported, HMRC not only duplicated them from the information they received, but they also added in an estimated amount to take the total from £1,000 to £3,000
Your main difficulty will be getting up to date information if your client is a dentist or medical practitioner as the latest information currently available for the NHS pension schemes is that for the year to 5/4/17.
I find it does not show the state pension unless the client also has employment or other pension income. If they're self employed or just have their state pension plus investment income, the state pension does not show.
My answers
HMRC told me when this happened to a client of mine - we got a letter saying that he would need to file paper returns in the future and that his records would not be accessible on line.
For the SA case you only need the UTR and post code - if you put the NINO in as well your application will fail. It's badly worded on HMRC's website and suggests you could put all three items in. Similarly for the CT case - just put the CT reference and the RO post code. That should work.
I've found the way to see the payments made and refunds also! Once in your client's record go to "view account" - in the list that then appears on the right hand side you will see the headings Payments/credits received and below that Repayments. - it was much easier before.
I have looked and cannot see it either - very frustrating and a real backward step by HMRC
I WAS a TOHG but never shredded post to meet targets although I worked with a chap who locked the files for his difficult cases in a drawer in his desk! It only came to light when he was off ill for a few weeks, but nothing was done about it and the practice continued on his return.
I emailed them on 2 April - still waiting for a reply!
Try entering it without the dashes in between - ours is a random collection of numbers and letters but no dashes or any other separation between the digits and numbers.
I have also had one of these but as well as the amounts that we reported, HMRC not only duplicated them from the information they received, but they also added in an estimated amount to take the total from £1,000 to £3,000
Your main difficulty will be getting up to date information if your client is a dentist or medical practitioner as the latest information currently available for the NHS pension schemes is that for the year to 5/4/17.
I find it does not show the state pension unless the client also has employment or other pension income. If they're self employed or just have their state pension plus investment income, the state pension does not show.