Postby etf » Thu Jun 11, 2026 5:00 am
HMRC can't give us a straight answer about missing clients.
We are a small firm, with maybe 100-150 clients. Now we know that we don’t have them all on our agent site from HMRC. However, we know the ones who aren't on, have reasons and situations that we're handling.
However recently 20 clients have "disappeared" off our self-assessment list. One or two we could understand, however 20!!?
Typically, a couple of them are due refunds, so when we called up to ask HMRC about those clients and their refunds, we were told varying stories. From; the client isn't authorised with you, to the client needs to submit a paper return, to the client needs to call up and ask themselves (even though we have authorisation for that client)
The list was endless of excuses. But the clients have not moved accountants, nor have they heard anything from HMRC directly about potential paper returns or anything.
It's getting frustrating from our point of view as we don't necessarily have the time to call up 20 times to HMRC to ask about each individual client and then find out what to do next. (because we know we're not allowed to have different clients on the same phone call)
We tried to contact the agent maintainer team, and they shrugged us off to online services who said it was an self-assessment issue.
We can't get a straight answer, nor can we complain without getting hung up on.
My question is:
1. Has anyone else had something similar happen, if yes, how did you fix is?
2. can anyone suggest what to do as trying to fix this issue is taking away from our working time.
Replying to Pavilionaire:
By FactChecker
10th Jun 2026 18:36
It's possible it was user (client) error, but far more likely that some HMRC systems have a specific type of bug - known in some quarters as 'a moth infestation' (because the structural integrity doesn't appear to have collapsed, but little bits of material simply disappear at random times).
In fact this problem is usually initiated by a human, typically those who are tasked with preventing this happening!
I've just spent a (distinctly not) 'interesting' hour getting the RSPB to understand that their 'shoppers' database was right royally screwed ... the clue being that I could still login but couldn't place any order (because all my profile details were scrambled - viz Mr OTHER A N OTHER and so on).
At first they denied there was any problem / then said it must just be my account, which they couldn't fix but they could create a new one.
After explaining why that wasn't a good idea ('that's not a solution if both accounts share the same email/user login' and 'what happens to my loyalty points') ... I finally managed to get them to understand that my record was still there - the problem was obviously corruption in some key fields that prevented their ordering system from recognising it as valid.
And after a further couple of hours of research (basically interrogating their system logs and 3rd-party software provider's technical staff), it transpired that:
- the 3rd-party had attempted to 'clean' the database by 'deleting' those who hadn't placed an order for 2 years;
- BUT the person doing it had omitted that latter condition (thereby 'deleting' the majority of records before anyone noticed);
- the only good news being the 'deleted' records weren't actually deleted - instead they simply had key values overwritten (e.g. A N OTHER) to make them invisible!
I won't bore you (further) with all the subsequent steps that I had to explain to them (about a piece of software that I've never seen) ... but the net result is that:
* I've got my original account (with full history) back again;
* their support staff have been given the true story (and told to stop fobbing callers off with any old made-up story);
* there's an emergency 'team' beavering away to find and repair all the corrupted records.
[there may also be some poor sod who is no longer employed by the 3rd-party]
The slight relevance of this is that HMRC are never, in my experience, willing to engage at the level I managed to reach quickly within the RSPB ... so IF there IS an underlying issue (technical or human) at their end, it tends to linger for months or years.