Personal/Business/Trust Tax - Failed Authentication, check Client UTR, ID and Password (1046)

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Personal/Business/Trust Tax - Failed Authentication, check Client UTR, ID and Password (1046)

13th July 2021

IRIS Personal Tax, IRIS Business Tax

IRIS Personal/ Business/Trust Tax - submitting a tax return and get Failed Authentication, check Client UTR, ID and Password. BT error 1046

If you are on P11D then read this KB: https://www.iris.co.uk/support/knowledgebase/kb/p11d-failed-authentication-check-username-and-password/. If you get the Error Code 1046 in Business Tax – then run all the checks listed below.

This means your HMRC Agent ID and password saved in your IRIS Accountancy is not recognised by HMRC when you try and submit (as HMRC will compare your details with the one saved on their own systems). Go through every step below to check and correct it.

1.You must be on the latest IRIS version – Help | About and Check for Downloads to update to latest version

If you also haven’t entered an HMRC Agent ID/password, IRIS will automatically warn you. If you get this warning after submitting other tax returns fine then read the steps below especially the Agent/Alternative/Branch setup and recheck your entries in IRIS.

2. If on the latest IRIS version – Now regenerate the tax return again and submit it (if you do not do this then it remembers an old version/ID/password held within the Transmit Return screen).

3. Client | View | Accountant – normally it should be set to Agent. If its set to Alternative or Branch then speak to your team to confirm if its correct, as ALT/Branch allows you to use a different HMRC ID/password to submit online. Read step 12 if its set to Alternative/Branch. Ensure it is not set to No Accountant or you wont be able to submit.

4. Client | View | Tax tab – check the clients ‘UTR’ code.

5. Setup | Practice options | Tax options (you may need to log in as MASTER).

6. Open the ‘Self Ass.’ or ‘Corp tax’ tabs. Are your agent credential ID and Password completed and correct? (Note: Trust tax uses the login details for Self Ass. tab and the Agent Reference box is only for your own ref and not used to submit), You can do a quick check on password- tick the Self ass tab and then the Corp tax tab – look at the length of the hidden characters as one might be shorter then the other.

What is the agent ID?: HMRC may quote on a letter ‘Your Agent ID is= a 25 digit code is given’, this is NOT the correct ID code to allow you to submit online (you may even get this 25 digit code for Self Ass. AND Corporation). You should be instead use the same ID code when logging into the HMRC website.

7. You will now need to test this by logging into the HMRC gateway with the same ID and Password. If it logs in fine then go back to IRIS PT/BT and delete that ID and Password. Click OK and then go back in again re-enter it again carefully (do not copy and paste) and save.

8. Do not submit right away (e.g in the Transmit Screen) as it remembers the old login details. YOU MUST regenerate it again to pick up the ID/password and then submit (click the Internet return button etc).

9. If it fails again then check your HMRC Agent Password. If it contains a special character (for example, £, $, %, ! etc.) then this can cause the issue.

10. Log in to your HMRC gateway and change the password so it only contains numbers and letters, save it. Then go back to step 6 and manually enter the updated password (do not copy and paste the password).

11. If it still fails then you need to call HMRC support and speak to a senior as there are issues where HMRC can block the submission from their side.

12. IF client accountant settings was set to Alternative or Branch
Alternative accountants are usually set up if a practice has several branches/offices which have their own Agent Credentials login details (that is, you don’t use one login for all the branches).

a. Client | View | Accountant. Set to Alternative and click the magnifying glass. Either create a new one or select an existing one.

b. You must tick ‘Can act as agent’ and click OK to save it and then click View on it again. More options will show (you may need to log in as MASTER).

c. Click Tax options and open the ‘Self Ass.’ or ‘Corp tax’ tabs. Complete the fields with the branches correct agent credential ID and Password. If it already has entries then delete it all, save, exit and go back in and manually type in ID/password again (do not copy and paste it). Also from Point 9) If the password contains a special character (for example, £, $, %, ! etc.) then this can cause the issue so see answer from point 9).

d. YOU MUST regenerate the Tax return again to pick up the ID/password and then submit (click the Internet return button etc).