Hi Sam,

If you go to your HMRC agent account and click on your client, you should see on the left 'Tax Return Options' click on this and then on the next link you should see 'Information to help complete your tax return' click on this and it should show your clients state pension for the year.  

I always thought that if you received a state pension as well as self employment income then it had to be included on the SA, I did not know it was optional.

Samilou67 wrote:

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Thanks Doug, trouble is his accounting period isnt the same as the financial yea but will give it a go.

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Hi Sam

Not sure what the accounting period has to do with it - that should stop you getting the info in the manner Doug suggested.

Are you using the clients own HMRC login?  As that is the only place that I am aware of that the 'optional' comment comes from (from having done my own via HMRC rather than via software) - but it doesnt mean its optional to complete, rather its optional to add the figure manually, or pull it direct from the system.  The payroll works the same as its picks up info from the annual final RTI filing.   Care though as if HMRC have the wrong figure you have to manually override it as its the tax payers responsibility to get the SA correct. If there is a difference, find out why and add a note in the white space.

If no figure is pulling through and you know the client has received state pension then go back to them for the figures. Dont just take the payments received via the bank - it is what they are entitled to between two dates, plus didnt the rates change(cant recall fully) so you may need to do some calcs.  If the client cannot give you the figures then a call needs to be made to the Pensions bods to get the letter info. (place place to look for their phone number is the HMRC SA guidance pdf)