Information we will supply to Agents about their Clients - HMRC update

In their Agent Update 59 HMRC announced that, from 2 May 2017, they would no longer provide information to agents over the phone regarding their clients’ pay, tax and employment histories.  On 23 August HMRC issued an email (see below) to provide further clarity over the scope of this change.  Further information on these changes can be found in our Technical Article.

"You will be aware that on 2 May, we changed the way we supply confidential customer information to agents.

Further to our email of 15 August 2017, some agents have asked for clarity around the information that we will supply.   

We will not provide agents with:

  • pay and tax information. If your clients do not have a P60 and are unable to get this information from their Personal Tax Account or their employer, then we will provide this information directly to your clients, by letter
  • any client information on bankruptcy, existing Deeds of Assignment, Section 9a enquiries (opened, ongoing or previously opened) or Individual Voluntary Agreements as this is information that is available from your client
  • any other employment history information such as P11D benefits received, unless it is to complete a Self Assessment (SA) return for an existing SA customer. We will continue to supply this information until our new digital service is switched on for agents later in the year."
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