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  • FIRST POST
    • Mishomeister
    • By Mishomeister 2nd May 18, 7:08 PM
    • 793Posts
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    Mishomeister
    From using an accountant to doing it on your own
    • #1
    • 2nd May 18, 7:08 PM
    From using an accountant to doing it on your own 2nd May 18 at 7:08 PM
    As my friends financial affairs were more complex in the tax year 2016/17 he has employed the accountant who did the tax return for him.
    The accountant is no more responding to any communication.

    2017/18 affairs very really simple and therefore there is no need to really use an accountant for that year.

    The question is does he needs to register for the self assessment online from scratch or is it dfferent for people who used to use the accountant?

    Also, when he finally gets on the system, will he be able todownload the tax return for 2016/17 that was done by accountant?
    Last edited by Mishomeister; 15-05-2018 at 10:52 AM.
Page 1
    • 00ec25
    • By 00ec25 2nd May 18, 7:17 PM
    • 6,670 Posts
    • 6,283 Thanks
    00ec25
    • #2
    • 2nd May 18, 7:17 PM
    • #2
    • 2nd May 18, 7:17 PM
    the taxpayer already has a UTR (unique taxpayer reference) number since the accountant has previously submitted tax returns for him. It is that number which he needs in order to register for SA himself.

    once he does so all his existing tax records will be accessible under that number since it is unique to him - that kinda being the point of it being called a Unique taxpayer reference
    • Mishomeister
    • By Mishomeister 15th May 18, 10:51 AM
    • 793 Posts
    • 190 Thanks
    Mishomeister
    • #3
    • 15th May 18, 10:51 AM
    • #3
    • 15th May 18, 10:51 AM
    It appears that the accountants not interested in doing business for my friend any more as they are not normally responding to his calls and emails and on the rear occasions that they do they do not answer the questions but just trying to fob him of.


    When my friend has tried to register for a self assessment it appears that the website is asking for some questions such as when the business has started and the exact occupation.


    As he doesn't knows when the accountant has previously registered the business start date (In fact the accountant has never asked for it) and the friend's occupation(as he was doing a few very different jobs for the same company) is there a way just to get registered for self assessments and also to get the actual tax return without knowing this info which is really only known to the accountant who would not communicate.
    • sheramber
    • By sheramber 15th May 18, 11:46 AM
    • 4,852 Posts
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    sheramber
    • #4
    • 15th May 18, 11:46 AM
    • #4
    • 15th May 18, 11:46 AM
    Was 2016/17 the first year he was self employed?

    Can he ask HMRC for a copy of the 2016/17 return?
    • antrobus
    • By antrobus 15th May 18, 12:30 PM
    • 15,783 Posts
    • 22,465 Thanks
    antrobus
    • #5
    • 15th May 18, 12:30 PM
    • #5
    • 15th May 18, 12:30 PM
    It appears that the accountants not interested in doing business for my friend any more as they are not normally responding to his calls and emails and on the rear occasions that they do they do not answer the questions but just trying to fob him of....
    Originally posted by Mishomeister
    Is the accountant s proper accountant? By which I mean are they a member of the ICAEW or ACCA etc. If so then complain to the relevant body. If not well, that's the reason why people should pick a qualified professional in the first place.
    • Mishomeister
    • By Mishomeister 15th May 18, 2:00 PM
    • 793 Posts
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    Mishomeister
    • #6
    • 15th May 18, 2:00 PM
    • #6
    • 15th May 18, 2:00 PM
    Was 2016/17 the first year he was self employed?

    Can he ask HMRC for a copy of the 2016/17 return?
    Originally posted by sheramber

    Would they provide the tax return without the business start date and the occupation matching those that the accountant has provided to them initially?
    • Pennywise
    • By Pennywise 15th May 18, 2:06 PM
    • 10,326 Posts
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    Pennywise
    • #7
    • 15th May 18, 2:06 PM
    • #7
    • 15th May 18, 2:06 PM
    Surely he has a copy of the tax return which the accountant submitted on his behalf - he would have needed to approve it before it could be submitted to HMRC.
    • sheramber
    • By sheramber 15th May 18, 6:15 PM
    • 4,852 Posts
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    sheramber
    • #8
    • 15th May 18, 6:15 PM
    • #8
    • 15th May 18, 6:15 PM
    Would they provide the tax return without the business start date and the occupation matching those that the accountant has provided to them initially?
    Originally posted by Mishomeister
    If 'they' means HMRC then a photocopy of a paper return or a printout of an online one would be an exact copy of what the accountant submitted so you would find out what was put on the return.

    If 2016/17 was not the first year then the start date would not be relevant as the return would show the accounting year as a continuation of previous returns submitted.

    All you would need is your UTR.
    Last edited by sheramber; 15-05-2018 at 6:19 PM.
    • Mishomeister
    • By Mishomeister 16th May 18, 9:27 AM
    • 793 Posts
    • 190 Thanks
    Mishomeister
    • #9
    • 16th May 18, 9:27 AM
    • #9
    • 16th May 18, 9:27 AM
    If 'they' means HMRC then a photocopy of a paper return or a printout of an online one would be an exact copy of what the accountant submitted so you would find out what was put on the return.

    If 2016/17 was not the first year then the start date would not be relevant as the return would show the accounting year as a continuation of previous returns submitted.

    All you would need is your UTR.
    Originally posted by sheramber




    Unfortunately the 16/17 was the first year. Hence the trouble
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