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Post Info TOPIC: My first self assessment return client
Peasie


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My first self assessment return client
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I said elsewhere that it was going to be a straightforward thing. Should have known better.

The problem is the person that did his return the previous year (his ex-wife) has made a few mistakes on that return. It was a paper return.

He gets a statement of earnings and tax deducted each month and by the looks of things she has included an extra month in last year's figures. I don't know how many years he's been on CIS - I just think there are a lot of errors in previous returns. I thought I'd better get things clarified (and I will) but I think the "oddities" are just mistakes. There are basic adding up mistakes. If it hadn't been for these I'd have thought maybe they do things a strange way that I'm not used to.

For instance 2007-08 the accounting period is 6th April 2007 to 5th May 2008.
For 2008-09 the date your books or accounts are made up to is 04/07/0408. The previous entry had been scrubbed out.

If I get him registered online (and he gives me his password) - would I be able to see the figures for previous years online or is that only available if they have been submitted online. Similarly - the statements issued, would these be available online or is it only if the previous return has been submitted online.


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Stuartbham


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Sounds a fun one!

As long as the tax return was submitted online using the HMRC software you will be able to view it and print a copy.

You should also be able to view all statements online irrsepective of how the return was filed.

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gbm


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Hi Peasie,

Unfortunately, you generally only get to see previously submitted returns IF they have been submitted online.

If you require a copy of a previously submitted tax return and write to HMRC, they should provide you with a copy. Nothing fancy, just:

Dear HMRC,
[client name]

We act for the above client and would be grateful if you could please supply a copy of the 2008/09 tax return.

YF

HTH


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