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Internet returns are submitted to the HMRC directly from IRIS. The computer used to transmit internet returns will require an Internet connection either directly via a modem or through a remote proxy server. The electronic return is created with the print electronic tax return option.
Information on the transmission screen may be sorted into order by clicking on one of the column headings.
Click Transmit to send a return or a batch of highlighted returns. For Practice Management users this button will be disabled where the approved job stage has not been completed, if there is an automatic job stage for return approval.
Click Delete to remove returns from this list. The details of the transmission will be retained in the tax return dates.
Click Refresh to update the list on a network system where other users may have created Internet returns since opening the screen.
Click Approved to update the job stages section within Global Practice Management. This option will be disabled for non Practice Management users and Practice Management users who have not set up an automatic job stage for return approval.
Click Apply default filter settings to apply the default column filters for the Transmit Internet Return screen. This will reset all the columns except the Year column, which will be filtered to use the current tax year.
The screen shows a summary of the Internet returns awaiting transmission
or that have been transmitted. The status indicates what has happened
to the XML return:
No status - awaiting transmission to HMRC. Click Transmit.
Accepted - the return has been accepted by HMRC and will be forwarded to the tax office.
Authentication Failure - the username or password is incorrect or HMRC does not hold a 64-8 for the client (the UTR is not on their client list). Check the username and password by using them to log into the Government Gateway. If this works, check the UTR by looking at the whole client list on the Gateway (press Ctrl F to search for the UTR).
Duplicate - the return was rejected as a duplicate which means that a valid return has already been accepted for this client. If a revision has been made to the return, the revision must be sent by post.
Fatal Error - something unexpected happened during the processing of the return, usually a failure to connect to the Internet. Check that the Internet is working and try to transmit again.
Pending - return has been transmitted but HMRC has not yet responded. Click Transmit to "query again". Results from pending returns must be collected within 30 days of the original transmission attempt. If left longer than 30 days, right-click on the line, reset the status of the return and transmit it again.
Rejected - there is a problem with the return. Look at the report to find out which box or boxes were wrong and for details of the exact error. The rejection message will include an error number.
System Error - this should be rare as it indicates there is a problem with the Gateway. The Internet connection has been made but the Gateway is not communicating. Try to transmit again later. If the problem persists call IRIS or the HMRC Electronic Help desk on 0845 60 55 999.
Test Case The return transmitted was a test case and it would have been accepted, had it been generated as a final return.
Use the column filters to filter the number of returns shown on the screen. The columns can be filtered to allow more specific returns to be shown on screen instead of all returns.
The following filters can be applied in the transmit internet return screen:
Year: - this filter can be use to filter the returns shown on the screen by the self assessment tax year years. This does not filter Corporation Tax Accounting Periods shown in this column. By default, the transmit internet return screen will display returns for the current filing tax year, and will automatically change to the next filing tax year from the 6th of April.
Status: - use this option to filter the returns by their transmission status. Using the Not Accepted status will display all returns with a status where the return has not yet been accepted by the HMRC gateway service.
Approved: - using this option will filter the returns by the approval status when applicable.
Return Type: - this option can be used to filter the returns by the type, with the self assessment form name used to differentiate between the type.
Generated By: - this column allows the filtering by the staff member that of who generated the returns shown on the screen.
Client Manager: - this column allows the filtering by the Client Manager that is responsible for the return. The Client Manager is shown in the client details screen in the categories tab.
Client Partner: - this
column allows the filtering by the Client Partner that is responsible
for the return. The Client Partner is shown in the client details
screen in the categories tab.
All filter settings except for the Year column are remembered
after the transmit internet return screen is closed. To restore all
columns back to their default filters, click 'Apply default filter
settings' at the bottom of the screen.
Click Transmit to start the transmission. If using a direct connection the dial-up screen will appear and it may be necessary to click Connect. If the connection is via a proxy server there will be a short pause while the connection is made.
The window will show the progress of the return (the information in the window is of no consequence but may be helpful if a problem arises).
After about thirty seconds the process should be complete resulting in an acceptance or a rejection.
Print the acceptance notice for a permanent record. An email will also be sent to confirm acceptance, providing that a valid email address has been provided for the Gateway. A rejection notice will take a similar format, print the report for details including the error number.
If for any reason it is not possible to connect to the Government Gateway a message will appear stating that:
"The Gateway may not be available or there may be a problem connecting to the Internet. Check your Internet connection, and check that you can log into www.gateway.gov.uk"
Which may be because the Internet connection has failed or because the Gateway itself is unavailable - in these cases the return will be marked with a "Fatal error".
In some cases the Gateway will be available but the HMRC computer systems will not. If this happens the return will be transmitted but no response received. The return will be marked "Pending" and the response can be picked up later (it must be collected within 30 days of transmission).