Personal and Business Tax - Failed Authentication, check Client UTR, ID and Password

Article ID

personal-and-business-tax-failed-authentication-check-client-utr-id-and-password

Article Name

Personal and Business Tax - Failed Authentication, check Client UTR, ID and Password

Created Date

13th July 2021

Product

Problem

IRIS Personal and Business Tax - submitting a tax return and get Failed Authentication, check Client UTR, ID and Password

Resolution

You must be on the latest IRIS version – check on Help and About.

Then follow these steps:

1. Client, View , Accountant – should be set to ‘Agent’. (If its set to ‘Alternative’ then speak to your team to confirm if its correct).
2. Client, View , Tax tab – check the clients ‘UTR’ code.
3. Setup, Practice options, Tax options (You may need to log in as MASTER) – Open the ‘Self Ass.’ or ‘Corp tax’ tabs – are your agent credential ID and Password correct?,
4. Please test this by logging into the HMRC gateway with the same ID and Password. If it logs in fine then go back to Iris PT/BT and delete that ID and Password, click OK and then go back in again re-enter it again carefully and save.
5. Do not submit right away as it remembers the old login details. Just regenerate it again and submit.
6. If it fails again then check your Agent Password- if it contains a special character (like £, $, %, ! etc) then this can cause this issue. Log in to your HMRC gateway and change the password so it only contains numbers and letters, save it. Then go back to step 3) and enter the updated password.
7. IF it still fails then you need to call HMRC support and speak to a senior as there are issues where HMRC can block the submission from their side.

How to set up ‘Alternative’ accountant (see step 1): Alternative accountants are usually set up if a practice has several branches/offices which have their own Agent Credentials login details (i.e. You don’t use one login for all the branches).

1. Client, View , Accountant, Set to alternative and click the magnifying glass. Either create a new one or select an existing one. You must tick ‘Can act as agent’ and click OK to save it and click view on it again. More options will show (You may need to log in as MASTER): Click ‘Tax options‘ Open the ‘Self Ass.’ or ‘Corp tax’ tabs – and complete the fields with the branches correct agent credential ID and Password.