HMRC will continue to provide paper copies for anyone who cannot access and print their documentation or if the lender requires paper copies then contact HMRC Self Assessment Helpline.
If the Lender has asked for self-serve documents, here’s how to print your client’s SA documents from HMRC SA online account:
To access and print your client’s HMRC documentation you will need to be registered for online Agent authorisation. Once you’re authorised, you can use HMRC Online Services to manage your client lists, file returns and exchange information with HMRC online. You then need to log in to your client’s details in your Agent online account and follow the ‘at a glance’ link. You’ll see instructions for printing your client’s Tax Calculation and Tax Year Overview.
Printing your client’s SA documents – Tax Calculation and Tax Year Overview
Please note:
you cannot get a print of the Tax Calculation from the SA online account if you sent the return using commercial software or paper if you used commercial software, you must use that software to print your Tax Calculation but you will need to print the tax year overview from HMRC online account
Follow these steps to print a Tax Calculation
1. Choose the relevant client from the authorised client list 2. Follow the link ‘tax return options’ 3. Choose the year from the drop down menu and click the ‘go’ button 4. Select ‘view return’ 5. Follow the link ‘view calculation’ 6. Follow the link ‘view and print your calculation’
7. Follow the link 'print your full calculation' - you can currently only view and print up to 2 years Tax Calculations from the HMRC online account but this will increase to 3 years from April 2015 and 4 years from April 2016.
Follow these steps to print a Tax Year Overview
1. Choose the relevant client 2. Follow the link ‘view account’ 3. Follow the link ‘tax years’ 4. Choose the year from the drop down menu and click the ‘Go’ button 5. Follow the link ‘print your Tax Year Overview’.
Please note: You must wait 72 hours after fully submitting your return until you can print your documents.
Tax Avoidance & Evasion
No safe havens in HMRC’s offshore evasion strategy
17 April 2014
An update published by HMRC details the rapid progress made in tackling offshore tax evasion.
Following the Chancellor of the Exchequer's announcement last week, HMRC has today published an update to its offshore evasion strategy: No Safe Havens. The updated strategy
CIPP Policy News Journal
08/04/2015, Page 509 of 521
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