Personal/Business/Trust Tax- Error 3001 5017 failed to match tax reference
Article ID
ias-10824
Article Name
Personal/Business/Trust Tax- Error 3001 5017 failed to match tax reference
Created Date
4th February 2013
Product
IRIS Personal Tax
Problem
Personal/Business/Trust Tax- When transmitting self-assessment tax returns online clients are receiving an Error 3001 5017; Failed to match to match tax reference Error 5017; Known facts check failed to match tax return UTR number
Resolution
1.Make sure you are on the latest IRIS version – Help and About and ‘Check for downloads’ – once updated then regenerate.
2. Go to Client , View, tax tab – check if the UTR Tax code is correct.
3.If it is correct, delete the UTR Tax Code, save and close, then go back in and manually enter in the UTR Tax code in again (Do not Copy and paste and make sure there are ‘spaces’ entered at the end). Save, regenerate again and submit.
4. If it shows the error again then HMRC holds different personal details for this client, for example the address or national insurance number, or the status of the UTR is changed etc. You need to contact the HMRC and speak to a senior to discuss this 3001 5017 issue.
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