Business/Personal Tax submitted- HMRC confirmation receipt and email and IR Mark

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Business/Personal Tax submitted- HMRC confirmation receipt and email and IR Mark

28th November 2023

IRIS Personal Tax, IRIS Business Tax

IRIS Business/Personal Tax submitted- HMRC confirmation receipt and email and IR Mark

When you have succesfully submitted a CT600/SA100 you should receive two items back – the Receipt and the HMRC email confirmation and the IRIS Transmit Internet Return Screen will be updated. The tax return may also have been successfully received by HMRC but you have not received their email.

Receipt: This should appear on screen after your submission. You can keep a copy if you need evidence it was submitted.

HMRC email confirmation: Once submitted, HMRC will email you on they have received the tax return and evidence it was submitted (if you have your email address saved in IRIS). Note confirmation emails coming from HMRC are never received via IRIS tax programs and will not block these emails (unless your IRIS Hosted). When you submit it online, IRIS only uses your email to allow an automated response from HMRC to be sent directly back to your email. Please further down this KB on what to do if you do not get this HMRC email.

IRIS Transmit Internet Return Screen: It should show status of ‘Accepted’. If this is empty or shows pending/queried then read further below. If you have one/both receipts then HMRC did receive it but it may not have triggered the ‘Accepted’ status in IRIS. It will show the user who generated the return.

IR Mark: The ‘IR Mark’ is only created when you generate the Tax return (click ‘Internet return’ and proceed with it) and is a unique internal reference code for this one tax return, for your use as the Accountant. It appears on the top right of the TR (It is not created when its submitted). HMRC do not use this IR Mark for their own online submission systems.

1.This email confirmation is sent from HMRC and dependent on their services, it could be sent quite soon or later (for example: if a busy period then the email may take longer to be sent out). Note that IRIS cannot block these emails as HMRC emails are sent directly to your email address (unless your emails/outlook are also hosted by IRIS etc), please read the checks below:

2. HMRC emails are sent to your email stored in IRIS here: Log into IRIS as MASTER, load PT/BT, load any client , Setup, Practice options, Tax options and check all the tabs for your ‘Return e-mail address’.

I haven’t received the HMRC email confirmation for a client(s):

Any confirmation emails coming from HMRC are never received via IRIS tax programs and IRIS will not block any these emails (unless your IRIS Hosted). When you submit it online IRIS only uses your email to allow an automated response from HMRC to be sent directly back to your email.

If its just one client but other have been sent successfully then go through all the steps below to check agent/branch/alternative settings.

If ALL clients are affected and you tried all the steps below but still no email, then its more likely there is still a Environmental/Email settings issue on your PC/Server side OR a HMRC issue.

a) Load the affected client- Client, View and Accountant- make sure its sent to AGENT. If set to Branch or Alternative, then it may have different credentials/email. For example: If the client below was set to Alternative, click the mag glass, highlight that alternative, VIEW, Tax options and check every tab for the email address. You decide to change the email here or switch to AGENT (We recommend to speak to your team first).

b) Whether its set to Agent/Alternative/Branch: Check your email (Setup, Practice options, Tax options) if its correct, delete the email and type it back in (do not copy and paste it in, as it may contain empty ‘spaces’, these spaces count as a digit and may not be recognised as a valid email). Regenerate as Amended and submit again..

If you have already followed the steps above but still no email, then it can be these causes:

1. HMRC technical issues when sending emails causing delays – it may arrive later on.
2. Blocked by your environment/email systems- contact your IT team to check security, firewalls and allow permission for the HMRC email to be received. If its provided by a 3rd party email service eg yahoo, hotmail, google etc, then you would need to manually check the email settings. We cannot advise further on this as each of these emails service has their own different settings. A list of possible HMRC links here.
3. If you have waited and still no HMRC email, then contact HMRC Support (we can only advise the steps above). If you have the 1st receipt and you have the submitted status on the Transmit Screen then its proof it was submitted to HMRC. If HMRC state they have records of a email being sent to your email then it will not involve IRIS, as IRIS will not block any emails being received. The HMRC emails go directly to your email address (unless your email/outlook are IRIS Hosted).
4. If you have the 1st receipt but the status is not ‘submitted’ – eg pending/queried/empty etc then contact HMRC as it could have been sent but it did not trigger the relevant ‘submitted’ status back into IRIS PT/BT. If its a busy submitting period eg end of Jan then there can be issues like this.
5. If you have no receipt and no email and the Transmit Screen status is pending/queried then read the KB LINK.
6. Try using a different email – if that new email still doesn’t work then it could be a HMRC issue.
7. NOTE: There can be random cases where you receive only some responses from HMRC but the rest is absent – eg the receipt missing, the HMRC confirmation missing, Transmit screen shows pending/empty, HMRC did not receive the online submission. If you ever only receive either the receipt OR the HMRC confirmation, then this still confirms that HMRC acknowledged the online submission (or you wouldn’t get either of them) and they may have misplaced the online submission or did not trigger the ‘Accepted’ status on the Transmit screen. If HMRC state they have not received it then you will need to contact HMRC Support and state you received the receipt/or confirmation and ask they check why the submission is missing (they may ask you resubmit as new/amended).
8. Transmit Screen: If HMRC have received it and you have either of the two receipts but the ‘Accepted’ status is empty, then regenerate an amended return with no changes and submit again. If the status is pending/queried then read the KB LINK.

IR Mark on the Tax return – The ‘IR Mark’ is created when you generate the Tax return (its not created when its submitted) and is unique reference code to the one tax return. When you view the Tax return you can see the IR mark on top right and you should keep a copy of it. When you generate or transmit the Tax Return to HMRC, you can also view this IR Mark. On the Transmit screen, click on the relevant row, right click it, go to Properties and a screen will appear to show the IR Mark etc. Note: If you use the ‘Reset Status’ option it will remove the Status and transmit dates BUT it will still keep the IR Mark and generated date. If you regenerate another return then will will replace the saved IR mark with a new one.

Warning: If you do not keep a copy of the tax return OR you delete the row which shows it generated/transmitted, then this IR mark cannot be recovered (generating a new return will create a different IR mark).

Missing IR Mark on the Tax return – When you generate a tax return but the top right IR mark is missing. First ask other users to try on another pc as this can be caused by your browser and print setup. For Example: If you have Chrome then it could cause visual problems if the PDF files on your local desktop are printed by accessing Chrome instead of Adobe. Switch it back to Adobe.