HMRC free checklists help agents reduce tax return errors
Do you use any of HMRC’s agent toolkits?
HMRC has around 20 toolkits – which are free – for agents to download and use.
Theyare a free online resource to help you avoid the most common errors that HMRC sees in tax returns filed by agents. Each toolkit is reviewed and updated at least annually to make sure they reflect any changes arising from the relevant finance acts and other issues.
The toolkits have been created with input from agents and their representatives, including the Compliance Reform Forum. However, the content is based on HMRC’s view of how tax law should be applied.
A selection of the most recently updated toolkits relevant to the self-assessment season are:
Each toolkit has a checklist which the agent can download and fill in to help in the tax return completion process. This will help to identify the key issues to address with links to further online guidance and information on each area. For instance:
HMRC acknowledges that agents and advisers play an important role in helping their clients to get their tax returns right. These toolkits are designed to help reduce errors, demonstrate reasonable care and file timely and accurate tax returns. For more information on how HMRC sees penalties and reasonable care follow this link to HMRCs ‘Penalties – an overview for agents and advisers’ where you can see a full list of toolkits. HMRC tells us that the most popular is on property rental. HMRC would like to hear about your experience of using the toolkits to help develop and prioritise future changes and improvements.
HMRC is also interested in your views of any recent interactions you may have had with the department. Send HMRC your feedback