The Client Page
What this is
Each client has a page at /app/workspace/:clientId, opened from their row in the Practice workspace. It is where authorisation happens, where you see what HMRC returned for the selected tax year, where the client’s details are edited, and where filing for them starts. Opening it also makes them the client in the header switcher.
What you see on screen
- All clients link back to the workspace
- The client’s name, a status badge (for example Invitation needed, Waiting for the client, Overdue) and their masked National Insurance number, with a … menu
- Authorisation - a card with HMRC’s latest answer: No active HMRC relationship with Send invitation, or HMRC confirmed you can act for the client with Remove authorisation; the time it was checked; Refresh HMRC data for the selected year; and a four-step timeline, Invite created, Invite sent, Client relationship, HMRC data synced
- View HMRC check history - every call made to HMRC for this client, with codes and times
- Cards for what HMRC returned: obligations found or No obligations returned, and the filing position, for example Quarterly update overdue with an Upload data button
- Client details with an Edit button: name, email, phone, postcode and notes
How to
Authorise the client
See Authorising a Client with HMRC. The Authorisation card carries the whole journey.
Ask HMRC again for this client
Click Refresh HMRC data. aligned.tax checks the relationship, MTD status, income sources and obligations for the selected tax year and updates the page.
File for the client
Click Upload data on the filing card, or open Quarterly updates in the sidebar with this client selected in the header.
Correct the client’s details
Click Edit in Client details. A changed National Insurance number or postcode means HMRC has to be asked again, so a new invitation may be needed.
Things to know
- The page shows one tax year. The obligations, the filing card and the refresh all follow the Tax Year in the header.
- Every HMRC answer is recorded with its time in View HMRC check history, so you can see what HMRC said and when if a status looks wrong.
- Two cards can disagree when HMRC’s obligations and the locally known quarters differ, for example straight after a refresh. Refresh again; if it persists, the check history shows which call returned what.
- Removing authorisation here withdraws it in aligned.tax. HMRC’s own record of the relationship is changed through your Agent Services Account.
FAQ
Why is a quarter overdue if HMRC returned no obligations?
The overdue quarter is known from an earlier sync while HMRC’s latest obligations call returned nothing for the year. Click Refresh HMRC data; if it repeats, open View HMRC check history for the obligations call.
Can I switch client from here?
Yes, with the client switcher in the header, or via All clients.