THIS DOES NOT AFFECT YOUR ABILITY TO FILE TAX RETURNS ONLINE AT ALL. IT WILL NOT AFFECT ACCESS TO YOUR CLIENTS' DIGITAL TAX ACCOUNT (DTA).
The only functionality affected is the ability to log in directly to HMRC’s agent portal within CCH Central, typically to view your clients' liabilities and statements, without having to manually enter Government Gateway credentials via HMRC’s own website.
HM Revenue & Customs intend to suspend access to the HMRC Agent Portal for agents using ‘silent login’ functionality provided by 3rd party software suppliers with effect from 4th February 2019.
If you wish to continue accessing the HMRC Portal from within Central, by close of business on Friday 14th December 2018, you will have to ‘white-list’ your users by providing HMRC via email to firstname.lastname@example.org a list of your users' names, email addresses and the Government Gateway User ID (not password) they will be using to access the HMRC agent portal. 'White-listing' is a trusted list of users.
This information must be provided to HMRC by close of business on Friday 14th December 2018.
After receiving confirmation from HMRC, but before close of business on Monday 4th February 2019, you will need to change the URL within CCH Central. See below for details.
Actions for you:
1. Send a list of users as described above to HMRC at email@example.com by 14th December 2018.
2. When you have received an email confirmation from HMRC and not before, log into Central as a superuser (or a user with sufficient task permissions to edit configuration keys). Go to File > Maintenance > User Defined > Configuration.
- If you already have a Key Name of PT_HMRCLoginPage listed (italics are just for clarity), enter the first URL from that email confirmation (example below) into the Key Value column for that Key Name, as that is the method our software uses:
In both instances, tab out of the row then click OK to save the change. See example below.
- If you do not already have a Key Name with that value, enter the Key Name as PT_HMRCLoginPage and the Key Value copied and pasted from your HMRC email acknowledgement, as shown in the example picture above, in the top row of the screen.
There is no need for users to exit Central whilst you are adding this key but users will need to log out and back into Central before this takes effect for them.
You can download a copy of the original letter HMRC sent to large practices below, together with their accompanying Q&A document.
Note: This is one of a series of articles selected to help you with completing your tax returns. To see other articles in this series search for JANTAX.