Forum

• # 113926
• Sat 08 Oct 2016 05:35 PM

For those of you who use HMRC software for filing tax returns:

When it asks for details of Tax Advisor do you complete this with your details or leave it blank?

Just curious as I normally leave it blank but had a client asking why I did not put my details there and my response was 'because I am a tax agent not a tax advisor'.

• A clever person solves a problem.

  A wise person avoids it.

  Albert Enstein

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• # 113927
• Sun 09 Oct 2016 09:13 AM

Hi 

I use both HMRC and Taxcalc for completing tax returns and in both cases I put my name down as the tax advisor.  

In taxcalc though it does actually state agent rather than advisor, but as I am the one who has completed it on behalf of the client and throiugh my gateway details my name should be there.

Liz

• Time can never be replaced. Spend it wisely.

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• # 113928
• Sun 09 Oct 2016 10:37 AM

Thanks Liz.

Maybe someone from ICB could clarify?

Marilyn

• A clever person solves a problem.

  A wise person avoids it.

  Albert Enstein

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• # 113935
• Mon 10 Oct 2016 04:49 PM

Hi

I leave it blank when I do tax returns as the way I see it is I'm not giving tax advise, just completing the return from the bookkeeping records but perhaps I'm wrong - it would be good to get clarification - Perhaps the ICB could help

thanks

CAP

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• # 113947
• Wed 12 Oct 2016 08:35 AM

Good morning,

Just bringing this to the top of the list in the hope of getting a response from ICB.

Would hate to think I have been doing it 'wrong' all these years!

Marilyn

• A clever person solves a problem.

  A wise person avoids it.

  Albert Enstein

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• # 113950
• Wed 12 Oct 2016 03:56 PM

The way I see it:

If you are filing the self assessment and you have requested agent code (which you must have done), then surely you are the agent/advisor (whatever nomenclature wish to use), so you would put your details.

HMRC are going to contact you anyway.

• Vip Patel

  accountsforme

  www.accountsforme.co.uk

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• # 113952
• Wed 12 Oct 2016 05:50 PM

Well, Accountsforme,

I would welcome a call from HMRC, at least that would clarify the situation. I have nothing to hide and I'm sure MM Bookkeeping dosen't either, we have merely interpreted it in a different way to you.

And yes I do have agent codes for SA, VAT and PAYE - I couldn't operate without them

I'll let you know when HMRC contact me.

regards

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• # 113953
• Wed 12 Oct 2016 06:34 PM

Well, looks like we all interpret this differently.

ICB state we are not permitted to give tax 'advice' therefore we are not a tax advisor.

I agree with CAP that we have agent codes to operate SA, VAT & PAYE on behalf of clients.

Of course HMRC will contact us if necessary as we are the 'agent' for the client.

Please could someone at ICB respond to this and clarify situation for all concerned.

Marilyn

PS I have had nothing to hide for the last 10 years!

• A clever person solves a problem.

  A wise person avoids it.

  Albert Enstein

• 
  Quote
  

• # 113957
• Fri 14 Oct 2016 08:13 AM

I've always found that the easiest question to answer! It's all the others i try and avoid!!

DON'T TELL HIM PIKE :-)

(seriously, i just think it's so the very nice people at HMRC can contact you if they have a query)

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