What are APIs?
HMRC have provided a method of obtaining information relevant to the completion of a Tax Return called Application Program Interfaces or APIs. This is the first part of their overall Digital transformation project known as Making Tax Digital.
Not a practice?
The following article relates to users of the practice software. If you are an individual please click here for help on using the APIs.
What data can be requested from HMRC for Self assessments?
This article will help you to use the HMRC APIs to obtain self assessment information direct from HMRC. Please click here to find out what information you will receive from HMRC.
Prerequisites for using the Self assessment APIs
The following details must be completed to ensure that information can be obtained from HMRC for Tax Returns:
Step 1 - Authorising TaxCalc to talk to HMRC
The first step is to authorise TaxCalc software. This is a process that effectively links TaxCalc (with you as an agent) to HMRC. Please follow the steps below to authorise the software:
Step 2: Fetching information from HMRC
Once you have authorised TaxCalc then click on the Fetch button following the successful authorisation of TaxCalc.
The following screen will be displayed:
The data TaxCalc has retrieved from HMRC will be displayed in each of the relevant areas. The list on the left hand side will be displayed in bold where data is present.
TaxCalc's stepped process will guide you through each of the screens displaying a summary of the data on the final screen:
Click on the Fetch button to have the data shown within the Tax Return. Data within the Tax Return can be identified by the box being shown in green with the HMRC logo alongside it.
What do I do if the data received from HMRC is incorrect?
It is recommended that you check the data being received from HMRC against documentation provided to you by your client before submitting the Tax Return to HMRC. If you consider the data to be incorrect then you can either:
Understanding error messages
Below is a list of the most common errors you may encounter while using the APIs: