Refund for Self-assesment?

MD4

I paid £160+VAT for Crunch to submit my 22-23 HMRC self assessment tax return recently.

Unfortunately I’ve been locked out of my HMRC digital ID as it’s not allowing verification using new passport/driving license. I cannot get into the self assessment section via the gov gateway to get activation code Crunch would require. I have spoken to HMRC support and digital support and have been told the only way is reactivate is to send out physical documents which may take 2 weeks.

I addition, I used an accountant last year who still has a portal setup with my gateway ID for filing my returns meaning I would need a (64-8) form to transfer the permission to Crunch further complicating the process.

Due to the deadline, I reluctantly opted to re-use the significantly more expensive accountants service. They have now filed my return.

As I no longer require the Crunch service, is it possible I can request a refund? Or at least roll over the fee for 23-24 Tax Year?

Thanks

Katie

Hi MD4,

As the Crunch Self Assessment service is a one-off service we don’t appoint ourselves as your Personal Tax agents. This means we don’t need to complete a 64-8 form and don’t require access to your HMRC online account to file. Instead this is managed through a separate piece of accounting software.

I can’t comment here on the ability to refund or rollover your service. We’ll need to take a look at your account and take into consideration what work may have already been completed by our Accountants. Could you please contact us directly on support@crunch.co.uk with your details and we’ll certainly take a look.

All the best,
Katie

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