Viewing Submission History

What this is

Past submissions records submission attempts made through aligned.tax, with receipts for accepted updates, plus a live view of the figures HMRC currently holds. Keep it as your audit trail: HMRC can ask for evidence of your digital records, and the receipt and the saved workbook are that evidence.

If a taxpayer invited you directly, View only and Manage my records both let you view their saved submission history. These permissions do not display a live HMRC refresh, let you start a filing or run Check with HMRC on a receipt. Manage my records applies to uploading, reviewing and correcting the underlying records through Transactions or Cashbook, when available. See Accountant access in Settings.

What you see on screen

The page is titled Submissions, “Everything you’ve filed with HMRC, and what they have on record”:

• How quarterly updates work - “Each time you submit, you send all your figures for the year so far. HMRC only keeps your most recent numbers - earlier submissions are saved here for your records.”
• What HMRC Has on File - one card per income source for the selected tax year, with a Refresh button and a Detail button. It reads the cumulative figures straight from HMRC, so it includes updates filed through other software. Where you have filed a quarter that can still be corrected, the card also carries a Correct & Resubmit button for that business and tax year, and the same action appears at the top of the business’s Detail. If a business cannot be read, its card shows the reason, or “We could not get this business from HMRC. Try again.” when there is none, and the rest of the businesses still load.
• Your Submission History - a table with Quarter, Business, Period, Total Income (YTD), Total Expenses (YTD), Status, Submitted and a Detail button per row. The most recent accepted update for a business and tax year is marked Latest; earlier accepted updates are Replaced. Rejected attempts show Rejected, uncertain results show Outcome needs checking, and other unsubmitted records show Not submitted. An attempt HMRC never processed, or that a later check showed HMRC never received, shows Not received by HMRC: nothing reached HMRC, so it is not counted as an HMRC rejection. With nothing filed yet the table says No submissions yet with an Upload Income Data button.

Detail on a history row opens the Submission Receipt: the business and period, the totals for the year to date, the expense mode, whether it was the first submission for the year, every income and expense line as sent, the HMRC reference, the time submitted, the source file (which you can download), and Download Receipt as PDF.

If you’re an accountant

The page shows the client chosen in the header switcher. See Working in a client’s context.

If the client you have selected is no longer one of your practice’s clients, What HMRC Has on File shows no cards and says “This client is not in your current practice. Choose a client from your list.”, with a Go to your client list link to your clients. Pick a current client there and the figures load again.

How to

Find a receipt

1. Open Past submissions.
2. Find the row by quarter and business; the newest accepted update for that business and tax year is marked Latest. Check the status before treating a row as a receipt.
3. Click Detail, then Download Receipt as PDF if you need a file.

Check what HMRC holds

1. Under What HMRC Has on File, click Refresh.
2. Click Detail on a business card to see the cumulative figures HMRC returned.

Check an uncertain outcome

1. Click Detail on a row marked Outcome needs checking.
2. In the receipt, click Check with HMRC. It reads HMRC’s record for the period and never sends the submission again.
3. Read the answer. If HMRC has the figures, the submission is recorded as accepted. If HMRC did not receive it, nothing was filed: the row changes to Not received by HMRC and you can submit the quarter again. If HMRC does not show it yet, check again after the time shown. If HMRC holds different figures for the period, you can choose Send these figures to HMRC again, which replaces the figures HMRC holds after you confirm, or contact support. See Correcting a Submitted Quarter.

Reviewers cannot run this check; the receipt says only someone who can submit for this client can check it with HMRC.

Correct a quarter

1. Under What HMRC Has on File, find the card for the business, and click Correct & Resubmit. It is offered for the latest quarter you have filed for that business and tax year, which is the only one HMRC accepts a correction to. Reviewers do not see it, because they cannot start an upload.
2. Upload a corrected workbook covering the year to the end of that quarter, then review and submit it.
3. Once HMRC accepts the correction, its row is marked Latest, and the earlier row stays for your records.

See Correcting a Submitted Quarter.

Things to know

• Every submission is kept, superseded ones included. HMRC holds only the latest figures; aligned.tax keeps the attempts and the receipts returned for accepted updates. An uncertain result is not a filing confirmation.
• A row marked Not received by HMRC did not file anything. The attempt stopped before HMRC processed it, so the quarter still needs sending.
• Updates filed elsewhere do not appear in the history, but they do appear in What HMRC Has on File and in Quarterly Statuses, because those come from HMRC.
• Changing the client or the tax year clears the live figures. Anything an earlier client or year was still loading is discarded, along with any earlier error, and HMRC is read again for the one you have now selected. Click Refresh if you want to read it again later.
• The Period column is the obligation’s period, always from 6 April, because updates are cumulative. It shows the dates that were sent with the submission, for self-employment and property updates alike, and on the receipt as well as in the table.
• The source file is available from the receipt for as long as the workbook was saved at review time.

FAQ

Why is a submission I made missing?

Check the Tax Year in the header and, for agents, the client switcher. If it was filed through other software it will not be in this history; check What HMRC Has on File instead.

What is the difference between the history and What HMRC Has on File?

The history is what aligned.tax sent. What HMRC Has on File is what HMRC holds now, whoever sent it. When they differ, HMRC’s figures are the ones that count.

How far back does the history go?

To the first update sent through aligned.tax for the account. Use the tax year selector to see other years.