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Asking a client to approve accounts and returns

Accounts, corporation tax returns, VAT returns and Self Assessment returns can each be sent to the client for approval. Every approval is recorded in the audit log.

Through the portal

  1. Open the client's portal page

    From "Client portal logins", open the client.

  2. Ask

    Under "Approvals", press "Ask to approve" against the set of accounts.

  3. The client answers

    They read the accounts, tick that they have checked them, and press "Approve" or "Ask for changes" with a note.

By link

VAT returns and Self Assessment returns can also be approved from a link with no login, which lasts 30 days and stops working if the figures change. A signed paper copy of a Self Assessment return can be recorded with "Or record a signed paper copy".

Self Assessment returns in the portal

When you press "Make an approval link" on a Self Assessment return, the return also appears under "Approvals" in the client's portal, marked "Waiting for you", with the date it was sent and the date the link stops working. The client presses "Read and approve the return", types their full name, ticks "I have checked this return and approve it." and presses "Approve".

Returns kept on a partnership or LLP for a partner who is not a client in their own right are approved by link only.

Related articles

Running the practiceThe client portalEach client can have its own portal login, tied to that client.VATClient approval of a VAT returnA client can approve their VAT return from a link, with no login.Self AssessmentPreparing an SA100 tax returnThe SA100 covers the main return and the employment, self-employment, property, foreign and capital gains pages, with the tax worked out on the SA110 calculation.

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