Approving a Self-Assessment
To send off the Self-Assessment for a client to approve you will first have to select the Submit to HMRC option under Review and File and lock the Self-Assessment.
You will then need to go back to the Self-Assessment dashboard, change the Tax Return Status to Sent for Approval and then click Save. This will send a notification to the client’s mobile phone where the Tax Return Status will change to To Be Approved and the action button will give them the option to review the tax return.
The client will be given the option to Approve the three documents once they have fully reviewed each document and are happy with what has been calculated. Once all documents have been reviewed and approved the client will then need to sign for this approval, either via the Type Signature option (simply type in their name using the keypad) or Draw Signature (allows them to write their signature using a pen tool). The client will need to click Submit once these documents have been signed for approval (all signed documents can be found under Documents within the client’s Self-Assessment module).
Related Articles
Self-Assessment eSignatures - Now Live!
By popular demand, self-assessment eSignatures are now live! This functionality allows you to request and obtain approval seamlessly without having to leave the Nomisma platform. It will: Send an email containing eSigning links, within just a few ...Self-Assessment app
The Self-Assessment mobile app is a bridge between clients and advisors that helps unlock hidden efficiencies within the Self-Assessment production process. The app has eliminated all of the time-consuming processes such email or SMS and has all the ...Submitting a Self-Assessment
To submit the Self-Assessment to HMRC you will need to select the Submit to HMRC option under Review and File, scroll to the bottom of the page and first click the Validate Submission button (this will send the submission to HMRC’s test server to ...Creating a Self-Assessment client
From your Agent screens, click on the + button in the top right-hand corner, select New Client and then choose the Self-Assessment option. Either choose to manually add a new client or you can batch upload multiple clients by downloading the ...Self-Assessment integration with other Nomisma modules
You are able to link the Self-Assessment module with multiple other modules, allowing Nomisma to pull through any relevant data that has already been inputted in other parts of the software. Bookkeeping: ...