Essential Documents for Saving Tax
A Tips & Advice book about...
In a nutshell
This book provides over 160 ready-to-use tax documents to take full advantage of the available loopholes, concessions and allowances. Drafted by experts, it ensures you don't pay a penny more in tax than you have to. With this book to hand you can rest assured that your paperwork will be legally secure and afford you the best tax-saving opportunities.
In detail
Having the correct paperwork is essential to keep HMRC off your back. This book delivers all the tax documents you'll ever need. It includes over 160 letters, policies, checklists and tools that cover all areas of taxation:
- Capital allowances
- Capital gains tax
- Company tax
- Employment
- Inheritance tax
- Personal income tax
- Property and rental income
- Tax management, enquiries and penalties
- VAT
Along with each document comes a handy commentary explaining when and where to use it to its full potential. Keep this book close at hand and you'll always stay one step ahead of HMRC.
We've created this Tips & Advice book especially for...
Entrepreneurs, business owners, directors and financial managers that want to:
- Stay one step ahead of HMRC and save on tax, by having the right paperwork within easy reach
Tax advisors and accountants that want to:
- Ensure their clients don't pay a penny more in tax than they have to
This new edition contains the following new documents…
- Election for land remediation relief
- Notifying HMRC of a capital loss outside self-assessment
- Claim for private residence relief to apply to a former home
- Claim to adjust base cost for part disposal of land
- Request to pay capital gains tax in instalments letter
- Disincorporation relief claim
- EIS relief claim
- Election for a period of grace to apply to FHLs
- Election for entrepreneurs’ relief to apply to QCBs
- Election to average occupation of FHLs
- Election to carry back earn out loss
- Election to disapply incorporation relief
- Election to transfer assets at written down value
- Election to transfer stock at less than market value
- Pension premium record
- Reducing self-assessment payments on account letter
- Claim for special relief
- Tax planning checklist 2017/18
- Letter revoking a VAT option to tax
You'll get the following free extras with this Tips & Advice book...
An Online Service with ready-to-use documents
- To immediately apply our advice and solutions in practice
- That you can easily adapt to suit your own requirements
In this Tips & Advice book you'll read about...
Table of contents
Section 1 - Capital allowances
Capital allowances election for fixtures in buildings
Capital allowances for fixtures in buildings record
Capital allowances short-life asset election
Election to transfer assets at written down value
Section 2 - CGT
Capital gains calculation
CGT EIS deferral relief claim
CGT negligible value claim
CGT rollover relief claim
CGT schedule of capital enhancements
Claim for a capital loss for an irrecoverable loan to a trader
Claim for a capital loss for repayment of a loan as guarantor
Claim for private residence relief to apply to a former home
Claim to adjust base cost for part disposal of land
Deed of trust for property
Election for entrepreneurs’ relief to apply to QCBs
Election to carry back earn out loss
Election to disapply incorporation relief
Entrepreneurs’ relief checklist
Gift relief calculator
Nominating a main residence election
Notifying HMRC of a capital loss outside self-assessment
Request to pay capital gains tax in instalments letter
Rollover relief calculation
Share value calculator
Value of goodwill calculator
Section 3 - Company tax
Company shares or securities reorganisation clearance letter
Company trading status report
Company’s option to buy/sell shares clause
Deduction for deemed employment payment
Directors’ benefits in kind - board minute and contract clause
Director’s loan account write-off letter
Director’s loan agreement
Disincorporation relief claim
Distributable profits board minute
EIS advance assurance letter
Election for land remediation relief
Election to transfer gain or loss to another group company
Interest payable on loan account minute
Interim dividend board minute
Purchase of own shares clearance letter
Purchase of own shares reporting letter
Year-end bonus board minute
Section 4 - Employment
Alternative interest calculation method letter
Cars and car allowances policy
Checklist of employment status factors
Childcare voucher salary sacrifice policy
Company car lump sum contribution agreement
Company car running cost contribution agreement
Director’s loan account record
Election for share value to ignore restrictions
Electronic devices policy
Employee business mileage record
Employee contract pay in lieu of notice clause
Employee equipment allowance
Employee expenses policy
Employee homeworking expenses policy
Employee loan agreement
Employee loan letter
Employee loan record
Employee personal appreciation gift letter
Employee pool car policy
Employee - provision of home telephone policy
Employee scale rate clearance letter
Employee travel expenses policy
Employee use of employer-owned van agreement
Employee expenses claim form
Employees’ incidental overnight expenses policy
Employees using their own cars for business policy
Employer/employee company car fuel agreement
Golden hello payment letter
Letter to HMRC regarding pool car status
Memo: invoices for motor expenses
Mobile phone declaration
PAYE settlement agreement letter
Payrolling benefits in kind letter to employee
Personal use of employer-owned assets
Pool car journey record
Register of child carers
Salary sacrifice letter to employee
Salary sacrifice policy
Sample childcare voucher
Spouse’s job description
Staff suggestion scheme record
Staff suggestion scheme rules
Termination payment letter
Termination payment minutes
Section 5 - Inheritance tax
Chattel lease
Deed of assignment of life policy
Deed of variation
Dividend waiver
Election to be treated as domiciled in the UK
Failed potentially exempt transfer - fall in value claim
IHT claim for fall in value relief for land and buildings
IHT gift from surplus income letter
Transferable nil rate band checklist
Letter of wishes to accompany a will
Loan waiver deed
Record of gifts
Surplus income record
Section 6 - Personal income tax
Amending a personal tax return
Consultancy agreement
Contract for services
Dividend voucher
EIS relief claim
Exchange of letters
In-year pension contribution - claim for tax relief
IR35 - prevention of double taxation claim
Overpayment relief claim checksheet
Overpayment relief claim
Pension premium record
Reducing self-assessment payments on account letter
Self-employed pages review
Tax planning checklist 2017/18
Unincorporated business trading loss relief claim
Section 7 - Property and rental income
Agreement to sever joint tenancy
Chattels checklist
Election for a period of grace to apply to FHLs
Election for rent-a-room relief not to apply
Election to average occupation of FHLs
Land and buildings tenancy-in-common declaration
Licence agreement for commercial property
Licence agreement (garage)
Licence agreement
Property management company contract
Rental business employee’s job description
Section 8 - Tax management, enquiries and penalties
Changing interview notes
Checklist for challenging an HMRC business economics exercise
Compensation claim letter
Complaint letter
Enquiry - business economics exercise letter
Enquiry - capital statement checklist
Enquiry - challenging a business economics exercise
Enquiry - letter declining an interview
Enquiry - notice out of time letter
Enquiry - private expenditure record
Key events chart
Letter to chase a tax repayment
Letter to get a tax penalty reduced or suspended
Lottery syndicate agreement
Official error claim for tax not to be collected
PAYE compliance review - date not convenient letter
PAYE compliance review visit checklist
PAYE - letter of disclosure
Request for closure of enquiry letter
What HMRC is likely to ask
Section 9 - VAT
Authority letter to HMRC
Revoking a VAT option to tax letter
Letter to HMRC - problems with VAT online filing
Request for HMRC VAT internal review letter
VAT appeal letter
VAT invoice checklist
VAT option to tax letter covering letter
VAT - request for a written ruling
VAT return checklist
VAT return online filing problems checklist
VAT surcharge reasonable excuse letter
VAT voluntary disclosure of error letter
Section 10 - Other tax documents
Accounts - obligation for past event note
Allocation of savings interest agreement
Annual certificate of interest
Appeal and postponement of direct tax
Bank account declaration of beneficial ownership
Claim for special relief
Election to transfer stock at less than market value
Product mix reconstruction
Wastage/losses record
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