Understanding HMRC Authorisation for Capium
When using Capium to manage your clients' tax information, it's essential to understand what "authorised" means. In this context, it signifies that the client has granted permission for Capium to connect to HMRC (Her Majesty's Revenue and Customs) and access the necessary data to submit updates on their behalf. This authorisation is a crucial step in ensuring seamless communication between Capium and HMRC.
Why Authorisation is Necessary
Without HMRC authorisation, several key functionalities will be unavailable:
- Reliable Syncing of HMRC Business Sources: Without authorisation, you cannot effectively sync your client’s HMRC business sources. This means that any updates or changes made in HMRC will not reflect in Capium, leading to potential discrepancies in financial records.
- Creation and Submission of MTD IT Updates: Making Tax Digital (MTD) for Income Tax (IT) requires timely updates to HMRC. Without proper authorisation, you will be unable to create or submit these updates, which could result in compliance issues for your clients.
- Blocked MTD IT Journey: Key parts of the MTD IT journey will be obstructed without authorisation. This can hinder your ability to manage your clients' tax affairs efficiently and may lead to delays in processing their tax obligations.
What to Expect in the Authorisation Process
To authorise a client in Capium, follow these steps:
1. Select the Client in MTD IT: Navigate to the MTD IT section and choose the client you wish to authorise.
2. Start Authorisation: Initiate the authorisation process by clicking the relevant option.
3. Enter Required HMRC Details/Credentials: Input the necessary HMRC details and credentials for the client. This typically includes their Unique Taxpayer Reference (UTR) and other identifying information.
4. Complete Authorisation: Follow the prompts to complete the authorisation process. Ensure all information is accurate to avoid any issues.
5. Return to Capium and Confirm Status is Authorised: Once the authorisation is complete, return to Capium to verify that the status shows as "authorised."
Important Note
It’s crucial to remember that authorisation is client-specific. If you are managing multiple clients, each one must undergo the authorisation process individually. This ensures that each client's data is securely and accurately managed within Capium.
By following these guidelines, you can ensure a smooth authorisation process, allowing you to effectively manage your clients' tax affairs through Capium. If you have any questions or need further assistance, please don’t hesitate to reach out to our support team!