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The 64-8 can be printed from:
Client Maintenance - select the 64-8 option on the Basic tab.
Business Tax - select Reports, 64-8 to print a 64-8 for a partnership or limited company.
Personal Tax - select Administration, Edit Client Details and click Print 64-8 to print a 64-8 for a person.
Trust Tax - select Tax Reports, 64-8 Agent Authorisation.
A significant proportion of the data required for the 64-8 is entered via Client Maintenance. Users may enter or amend this information without leaving the 64-8 screen by clicking View Client at the foot of the screen.
The date entered here will be used on the form, otherwise the date field will be left blank to be completed by the client on signing the form.
Excludes the client's telephone number from the form.
The program generates a default reference based on the Client ID, Client ID and Partner ID or Client ID and Manager ID. The default client reference for the practice can be set via Setup, 64-8 Options. but may be changed here for a client when the 64-8 is generated.
If an alternative format for the client reference is required tick Use alternative reference and enter the new reference in the field provided.
If the 'Agent to act...' box is ticked the 'Individual / Partnership / Trust Affairs' section of the form will be completed as appropriate for the client type.
If a UTR has not been entered for the client the 'UTR not yet issued' box will be ticked on the form. The UTR may be entered by clicking View Client at the foot of the screen and then selecting the Tax tab.
If the 64-8 is printed for a trust or person with one self employment these fields will be completed automatically. If there is more than one self employment use the magnifying glass to select the self employment to be used on the form.
Select the field requesting HMRC to send statements to the agent (people only). If your practice would like this option to be ticked by default for all people this can be set in the 64-8 Options screen.
Please note that this section only applies to individuals. If this box is selected the Tax Credits section of the 64-8 will be completed. Use the magnifier to select joint claimant where applicable.
If this option is selcted, the Corporation Tax section of the 64-8 will be completed.
If this option is selected the Employer PAYE Scheme section of the 64-8 will be completed.
If this option is selected the VAT section of the 64-8 will be completed.
Prints a 64-8 with the agent's details completed but no client data.
The notes are printed when the 64-8 is printed. The default setting is for the notes to be omitted. If your practice would prefer the notes to be printed by default this can be set in the 64-8 Options screen.
Prints a blank 64-8.