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Posted Wed, 10 Apr 2024 10:39:35 GMT by Laura Ford
Please could the SME give some guidance on the new Annual Tax Summary that is available for agents to view on the Online Services account? I see that we can now view a breakdown of the past few years' income for some clients. What is the criteria for their inclusion? For example, do they need a PAYE record? When will figures appear for 2023/24? For example, when the P60s are available or not until after we have filed tax self assessment returns? I haven't seen anything about the introduction of this feature, but I may have missed it.
Posted Tue, 30 Apr 2024 08:31:44 GMT by HMRC Admin 8 Response
Hi,
Once the employers submit the P60 details and processed to your clients account the details will then be available to view.
You can get information on the agent service account at:
Sign in to your agent services account
Thank you.
Posted Tue, 30 Apr 2024 08:42:22 GMT by Laura Ford
So, it won't be available for purely self-assessment taxpayers? By the way the link you have given is for the (newer) Agent Services Account whereas the Annual Tax Summary to which I referred is to be found on the (older) Online Services Account.
Posted Thu, 09 May 2024 10:43:24 GMT by HMRC Admin 25 Response
Hi Laura Ford,
The employment history will be available online once the details are received from the PAYE sources.
Sorry if the link was not what you were looking for. 
Thank you. 

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