Documents for Business

In excess of 1,000 customisable documents covering every conceivable business issue.
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In-year pension contribution - claim for tax relief

In-year pension contribution - claim for tax reliefAnyone who pays tax through PAYE can obtain tax relief for pension contributions by an adjustment to their tax code. One way to achieve this is to write to HMRC.When to use this formIf you pay contri... Read more
 
 

Complaint letter

Complaint letterUltimately, the Adjudicator's Office handles all complaints about HMRC. However, the adjudicator will only examine a complaint if it has been through the proper levels of authority within HMRC first. It's the same letter but to differen... Read more
 
 

Allocation of savings interest agreement

Allocation of savings interest agreement If spouses or civil partners do not want a 50/50 split of savings interest, they can declare that income be split according to each person's beneficial entitlement as detailed in a written agreement.Beneficial o... Read more
 
 

Appeal and postponement of direct tax

Appeal and postponement of direct taxThis standard letter can be used to make an appeal against any direct tax assessment, e.g. income tax, corporation tax, capital gains tax etc., but not VAT, customs or other duties.How to use itThe time limit for ... Read more
 
 

Bank account declaration of beneficial ownership

Bank account declaration of beneficial ownership Interest received on a bank account held jointly with your spouse/civil partnerĀ is taxed on you equally, even where the actual ownership of the funds in the account is not 50/50. However, you can send a... Read more
 
 

Letter to get a tax penalty reduced or suspended

Letter to get a tax penalty reduced or suspendedHMRC has the power to reduce a maximum tax penalty to take account of the nature and quality of any disclosure you have made about an "inaccuracy". How do you get this on the inspector's negotiating agenda... Read more
 
 

Key events chart

Key events chartIf you are subject to a personal tax enquiry, deposits on your bank account statements could be taken to be a second source of income by HMRC. Therefore, it's a good idea to keep an up-to-date record of these rather than relying on you... Read more
 
 

Enquiry - private expenditure record

Enquiry - private expenditure recordDuring a full enquiry into your tax return, if you are self-employed you can expect the inspector to start asking questions about your private expenditure. The presumption is that any "missing" takings from the busin... Read more
 
 

Changing interview notes

Changing interview notesIf you attend an enquiry interview, the tax inspector will make their own notes of what they "think" was said and use them against you if they can. They will probably try to get you to sign them as a true record of what came up ... Read more
 
 

Checklist for challenging an HMRC business economics exercise

Checklist for challenging an HMRC business economics exerciseIn the pursuit of tax collection targets there is now a much greater willingness by HMRC to displace the profits shown by your accounts with an estimate based on a simple business economics... Read more
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