Thank you for your feedback.

Was this useful?

PTP VF - Failed to retrieve client obligations due to the client and/or agent not being authorised

Article ID

kba-03819

Article Name

PTP VF - Failed to retrieve client obligations due to the client and/or agent not being authorised

Created Date

5th September 2022

Product

Problem

A message with a red X appears in the bottom right hand corner of the screen after selecting a client, 'Failed to retrieve client obligations due to the client and/or agent not being authorised'

Resolution

Capture | PTP VF - Failed to retrieve client obligations due to the client and/or agent not being authorised

This message suggests that HMRC do not recognise the current agent credentials as being authorised to act for this particular client.  If the message affects one client only it may be that Step 5 of the HMRC guide https://www.gov.uk/guidance/making-tax-digital-for-vat-as-an-agent-step-by-step may not have been completed.  If the message affects multiple clients it may be that incorrect agent details have been entered.  The agent credentials can be reset via Settings button > Clear authorisation token button.  The next time any client is selected the user will be prompted to re-enter the agent credentials for the Agent Services Account.

Thank you for your feedback.

Was this useful?