Personal Tax (UK) | Connect to HMRC Self assessment APIs
The ability to pull in data such as P60 amounts, Class 2 NI amounts, state pension amounts etc that HMRC have available. Other softwares have this function.
Natalie Wadhams
shared this idea
Hi everyone, returning now a few months on from our last update we're going to move this idea to 'Delivered' with the change the team made to personal tax 🥳
You can now download a report directly from HMRC for each of your clients. Our helpful Xero central content will guide you on how to authorise you software to do this. Once the software is authorised, open your client's tax return and click on Download HMRC data in order to download the report. The report includes data on employment, other pension income, state benefits, NIC and marriage allowance.
-
Molly Jenkins
commented
On previous tax return software I have used for self assessment tax returns before, we have been able to connect the software to HMRC and import data about the self assessment client that populates on the tax return. I attach a link to Taxcalcs guide https://kb.taxcalc.com/2753