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ERROR: Must be related to an individual

Resolve an individual owner or National Insurance number error when connecting a client to HMRC in AccountsPrep.

Written by Oliver Cook

You may see one of these errors:

  • Must be related to an individual with a National Insurance Number

  • No owner listed in relationships

These errors can occur when the client doesn't have an individual owner with a valid National Insurance number linked.

  1. Go to the client's Relationships section.

  2. Add the client as an individual owner.

  3. Enter the correct National Insurance number.

  4. Save your changes.

  5. Try connecting to HMRC again.

If you use Sage for Accountants, check the client's individual record links to their organisation record.

For landlords, also check that the business type matches the client's HMRC record.

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