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Personal Tax: HMRC Data Retrieval - how the data shows?

Article ID
personal-tax-hmrc-data-retrieval-how-the-data-shows
Article Name
Personal Tax: HMRC Data Retrieval - how the data shows?
Created Date
15th February 2022
Product
Problem
IRIS Personal Tax: HMRC Data Retrieval - how the data shows?
Resolution

You must be on the latest IRIS version (Help and About) and check here: Setup/ Retrieve HMRC data practice options, the top five boxes must be all ticked.

How to setup your HMRC link: https://www.iris.co.uk/support/knowledgebase/kb/personal-tax-hmrc-data-retrieval-error-not-working-no-data/

HMRC data retrieval is dependent on the HMRC server having your clients data ready and they have authorised your Agent credentials. It only provides data for ‘Employment’, ‘Employment benefits’ and ‘Other pensions’ (in 2021 ‘SEISS’ data for sole traders was added in) .

Employment income and tax data – Open your employment earnings entry and tick ‘HMRC value’

Employment benefit data – Open your employment benefit screen and at the very bottom right – ‘View Benefits summary’

Other Pension data – Open pensions and state benefits, Other pensions, and at the very bottom right – ‘View Pension and state Benefit summary’

SEISS data for sole traders – Open the sole trade period, at the bottom ‘Update HMRC values’ BUT this will only show the HMRC value, there is no option to switch to your manual value.

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