The Book-keepers Forum (BKF)

Post Info TOPIC: viewing previous years tax returns
lor


Guru

Status: Offline
Posts: 941
Date:
viewing previous years tax returns
Permalink Closed


Self employed client, he had to get a new log in and password to access his self assessment online services. I am wondering if there is a way to look at previous returns online as this is a new client who doesn't know what was filed last time. Nightmare!.

Just want to see the last return that was filed really so I can carry on from there, all help appreciated, or any suggestions of how to get around this issue!. 



__________________


Expert

Status: Offline
Posts: 1716
Date:
Permalink Closed

I'd imagine you could just as easily request a hard copy as if he had filed it on paper, Lorraine, once your authorisation is in place. It's always reassuring to see what went on last time.
best wishes
Tim

__________________


Expert

Status: Offline
Posts: 2256
Date:
Permalink Closed

Hi Lor

Think that you can only view previous returns online, if they were filed online. I have several clients that had previous returns filed as hard copies, and all you can see are some basic info about the client.

If they are file online, you can go to the client page and there is an option to work with previous returns, and download/ view / print off the actual returns

Bill



-- Edited by Wella on Monday 26th of September 2011 10:48:16 PM

__________________

 

 



Guru

Status: Offline
Posts: 709
Date:
Permalink Closed

That link only lasts for so long though unfortunately. You need to phone the contact centre and ask them to send you out a copy. They seem to be pretty organised at the moment and it only takes about a week.

__________________

Jenny

 

Responses are my opinion based on the information provided.  All information should be thoroughly checked before being relied on.

 

lor


Guru

Status: Offline
Posts: 941
Date:
Permalink Closed

thanks, i'll find out how they were filed last time and go from there.

__________________
lor


Guru

Status: Offline
Posts: 941
Date:
Permalink Closed

Don Tax wrote:

I'd imagine you could just as easily request a hard copy as if he had filed it on paper, Lorraine, once your authorisation is in place. It's always reassuring to see what went on last time.
best wishes
Tim


 it is the clients log-in i am using this time. I'll ask him if he knows how it was filed if not he will need to call hmrc for a copy or what he should do!, who seem like a nightmare at the best of times lol



__________________


Expert

Status: Offline
Posts: 1716
Date:
Permalink Closed

I didn't know the accounts wouldn't show up on a new log-in / password.   Looks like there might be a delay with that job

Not relevant, but I once saw an obviously wrong set of accounts filed after a client had failed to pay me for the previous lot.  



__________________
Page 1 of 1  sorted by
 
Quick Reply

Please log in to post quick replies.

Tweet this page Post to Digg Post to Del.icio.us
Members Login
Username 
 
Password 
    Remember Me  
©2007-2024 The Book-keepers Forum (BKF). All Rights Reserved. The Book-keepers Forum (BKF) is a trading division of Bookcert Ltd. Registered in England Company Number 05782923. 2 Laurel House, 1 Station Rd, Worle, Weston-super-Mare, North Somerset, BS22 6AR, United Kingdom. The Book-keepers Forum and BKF are trademarks of Bookcert Ltd. This forum is a discussion forum only. There will usually be more than one opinion to any question and any posting should not be viewed as a definitive solution. No responsibility for loss occasioned to any person acting or refraining from action as a result of any posting on this site is accepted by the contributors or The Book-keepers Forum. In all cases, appropriate professional advice should be sought before making a decision. We reserve the right to remove any postings which are offensive, libellous, self-promoting or engaged in covert marketing. We will not notify users of removals. The views expressed in the forum posts are those of the individual and do not necessary reflect or agree with those of The Book-keepers Forum. Any offensive or unsuitable posts will be removed by the moderators. Any reader of this forum can request for a post to be looked into by sending an email to: bookcertltd@gmail.com.

Privacy & Cookie Policy  About