Update on 2016-17 self-assessment online filing exclusions

Oct 31, 2017

Last week we notified readers that a fix was due for certain exclusions preventing online filing of 2016/17 self-assessment returns. HMRC have now contacted us to advise that the in-year fix to the 2016/17 calculator has been successfully implemented to correct exclusions 48-56 and 58-59. According to HMRC, this covers the majority of cases.  Software developers have also been notified.

Chartered Accountants Ireland has been in discussions with HMRC on this matter for several months now expressing our disappointment with the 2016/2017 calculator issues.  It is pleasing to see that an in-year fix has been implemented. Please contact us if you experience any issues with the fix.

We will now be focused on discussing with HMRC the lessons to be learned from this issue targeted at ensuring it does not happen again given the further forthcoming changes to income tax proposed for 2017-18 which include the introduction of the £1,000 property income and trading allowances.

Over the next few weeks, HMRC advise that it will work to automate the recovery of both online and paper cases, where a return has been filed prior to the fix and shows the incorrect tax position. This recovery will include an SA302 tax calculation and a letter to the taxpayer to advise them of the correction.