Personal, Business, and Trust Tax Support

Set up online filing in Personal Tax

Get HMRC’s authorisation for online filing

You must be authorised by HMRC to submit tax returns electronically. The Self Assessment for Agents: HMRC online services guidance at gov.uk explains how. You'll set up a User ID and password as part of this process.

Enter HMRC credentials in Digita Database Security

  1. Type "Database Security" in your Windows search box, then select
    Database Security
     from the search results to launch the application.
  2. Select the
    User Permissions
     tab in the Database Security dialog box.
  3. Select the
    User Name
     for the person to be set up with online filing permissions, then select
    Edit
    .
  4. Enter the user’s HMRC User ID and password for online filing in the Online Filing Details group.
  5. If you want Personal, Business and Trust Tax to remember the user’s HMRC online filing password, mark the
    Remember password
     checkbox.
  6. Select
    OK
    .
  7. Repeat steps 3-6 above for each user authorised to use online filing.
  8. Close
     Database Security.

Test to identify problems (recommended)

  1. Test method number 1
    1. Open the client in Personal, Business and Trust Tax.
    2. Select
      Reports
      ,
      Tools
      , and
      Warnings
       from the main menu.
    3. Select
      OK
       to run the report.
  2. Test method number 2
    1. Select
      Form
      , then
      Test in Live
       from the main menu.
    2. Select
      Submit
      .

Obtain your client’s authorisation

  1. Generate and print the tax return, including the cover sheet with authorisation wording and the ‘IR mark’.
    The IR mark is displayed on every page of the tax return, including supplementary pages.
  2. Obtain a copy of the tax return signed by the client to gain their authorisation for you to file online as agent.

Submit a tax return using online filing

  1. Close the client's tax return if it is open:
    1. Right-click anywhere on the Return and select
      Close Form
       from context menu.
  2. Select
    Form
    , then
    Finalise Tax Return
     from the main menu.
  3. Complete items 1 to 5 in the Finalise Tax Return dialog.
  4. Select
    Validate and Submit
    .
  5. Enter your HMRC online services password if prompted to do so. You'll not be asked if you’ve selected the
    Remember password
     checkbox in
    Database Security
    .

Monitor progress

  1. Open the client in Personal, Business and Trust Tax, then select the relevant
    Tracker Tasks
     from Client Summary.
  2. Select
    Reports
    ,
    Form
    , then
    Online Filing Status
     to run an Agent Online Filing Status Report to monitor the status of all online filing.

This article applies to:

  • Product: Digita Personal Business and Trust Tax
  • Subject: e-file