I have been told by two of HMRC staff that there were no CIS payments on my client's account - the contractor he worked to went bust and client couldn't find his CIS certs. To cut a long story short I tracked them down, filed his SA and he received a sizeable refund no problem. I don't know if HMRC were either lying the first time, were incompentent or their systems didn't check the refund. I am assuming that HMRC would be able to somehow ascertain there were no payments on account if indeed that were the case but I'm none the wiser.
Personally I would not recommend anyone to move to QB online. I have used their QB desktop for nearly 17 years with few issues, their customer service was always atrocious but as a bookkeeping professional I didn't need the support options. The cloud based system is a different kettle of fish, it has far less functionality and has the feel of a program rushed out by company who has jumped on the cloud bandwagon without ensuring they have a decent product to offer.
It has annoying bugs, for example when first opening the program I click on a client's company file but when attempting to navigate around it jumps back to my practice file. I then have to click on the client's file a second time before it will stay there. It does this every single time. When entering an invoice for a prior date, which I have to do on a regular basis, it does not sometimes save the entered date and changes it to the current date after you hit the 'save and close' button. You then have to go looking for it to correct. The periodic nature of the date changes dictates it isn't due to a setting. One client of mine telephoned QB direct to buy a new desktop version and was sold the online one on the promise QB staff would take care of the changeover and it would be seamless. The company file was a mess with 7 years' worth of bank recs deleted, journals that made no sense and all VAT returns wiped. He's still waiting for a response from his complaint. Their merchant services were such a disaster they had to withdraw them and issue a mass apology.
They have now hired customer service managers. One telephoned me last Saturday and asked me for an opinion. I filled his ears, not unkindly, it's not his fault after all. He offered to get tech support to call me about the bugs, they were to call yesterday and I'm still waiting, I know from previous experience they won't bother. I've now moved to a rival company. Hassle yes, more expensive yes but I would rather pay more for software that actually works and a customer service team that calls you back. Sorry for the rant, I rarely comment here but I'm really p****d at the hassle and time wasted on this software and I'm sure you can appreciate how much unbillible time issues like this can cause. I still think QB desktop is a great piece of kit, but nil points for cloud.
Well according to HMRC I am the only person that they have heard of having such issues. Fancy that.
He didn't even deserve to be called a bookkeeper. I was 'only' a bookkeeper for many years but even then I was able to tie up end of year stuff properly for my accountant colleagues on the more straightforward Self Assessment accounts and tax returns. Claiming FYA for cars? Come off it.