RELATED IDEAS
Using more of the HMRC API
At present, we have to manually check HMRC to confirm whether a client has an outstanding Self Assessment balance. If BrightManager could pull in the SA liability amount directly from HMRC (with client authorisation) and display it within the client’s account, it would allow us to:
See at a glance whether a client’s balance is still outstanding or has been cleared.
Use the existing chaser email functionality to automatically follow up only where payment is still due.
As HMRC’s APIs already provide access to Self Assessment liabilities and balances (once authorised), this should be technically possible and would remove the need for manual checks, reduce the risk of missed follow-ups, and make the process smoother both for agents and clients.
Is this something you could consider adding to your development roadmap?
This would be extremelty useful and would add enermous value to our clients
As James mentioned in our last update, we’ve been carefully reviewing your idea and are excited to share that we will soon begin developing our HMRC integration for Income Streams. This integration will allow us to better assess the requirements and move forward with progressing this feature on our roadmap. We appreciate your input and look forward to keeping you updated as we make progress.
Thanks for the detailed idea here @Guest , as we look forward to our MTD solution we will be looking to extend to the HMRC SA API and will explore the above suggestions.
Thanks,
James