The Client Page

What this is

Each client has a page at /app/workspace/:clientId, opened from their row in Clients. 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

The page has tabs: Details, Filing, Businesses, Obligations, Submit, History, Files, Activity and Estimate. Everything below is on Details, which opens first.

Files lists the records this client has sent and the files your practice added; see Requesting Client Records. Activity lists what has happened on the client’s record. Narrow it by action, actor, business or obligation, and use the search box above the filters to find a person, business or tax year anywhere in the client’s history, not only in the entries already loaded.

• Clients link back to the directory
• 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 this client sends records - Summary spreadsheet or Transactions, the client’s records format (set when you add a client). One format applies to the client’s self-employment and UK property businesses; foreign property uses summary spreadsheets for now
• Get this client’s records in - once the client is authorised and HMRC has returned their businesses, where your practice can use email records: the ways records can reach you (you add them in aligned.tax by typing them in or uploading a photo or PDF, or you import a spreadsheet or CSV of the client’s transactions; the client can email receipts to their own aligned.tax address once you send them a setup link), followed by the email setup for each business

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 the Submit tab. The Filing tab shows each business filing for the quarter and what to do next.

Move to another client without leaving the page

Press Ctrl+K, or Cmd+K on a Mac, to open the client switcher. It lists the clients you can already reach; type part of a name to narrow the list, use the up and down arrows to move, Enter to open and Esc to close. Before you type, the list shows up to 50 clients at a time, and when you have more than that it says how many of your total it is showing and asks you to type a name to find the rest, so a client further down the list is not mistaken for a missing one. Once you type, the list also offers that client’s page tabs, shown as “Acme Ltd > Filing”, so you can land on the tab you want. The switcher only navigates: it selects the client the same way the header does and changes nothing about your authorisation. If you have unsaved edits on the page, you are asked about them before anything moves.

Change how the client’s records arrive

In How this client sends records, choose Summary spreadsheet or Transactions. This changes how future records arrive; spreadsheets already received keep their original format, and the client may need to complete email setup again. To change how this year’s updates are worked out, you are asked at the client’s next quarter.

Correct the client’s details

Click Edit in Client details. When HMRC has refused the client’s postcode, the action on the Authorisation card opens the same editor with Postcode ready to change. 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. Press Ctrl+K, or Cmd+K on a Mac, and type part of the client’s name, or use the client switcher in the header, or go back to Clients.

Why does the switcher not show all my clients?

Before you type, it shows the first 50 and tells you how many you have in total. Type part of a name and the rest are searched.