HMRC Forms

HMRC Forms

Find links to all HMRC forms below.

It is always important to get sound advice before you make any big financial decision for your company, while we can also help you make plans for your future and your family’s.
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General & Self Assessment

64-8 (PDF)

Authorising your agent - this form authorises HMRC to discuss your affairs with us and accept some instructions from us as if they came from you. It can used for individuals, Trusts, LLPs and companies.

CWF1 (PDF)

Becoming self employed and registering for National Insurance contributions and/or tax - This form is necessary to make sure you are credited with pension contributions for the year. Failure to complete may result in a reduced pension.

CF10 (PDF)

Registering for Self Assessment and getting a tax return for a reason other than self employment.  For instance interest or rent received, liable to the Child Benefit charge.
Self-employed people with small earnings - applying for a certificate of exception could effect your pension entitlement. Please call us before you use this form.

CH2 (PDF)

Child Benefit Claim - Claim as soon as possible as it you can only backdate the claim be six months.  The worst that can happen is you will have to repay it.  
Tax Claim.  If you are a foreign national assigned to the UK who has paid too much tax then use this form to claim a refund.

R40 (PDF)

Claim for repayment of tax deducted from savings and investments if you do not complete a Self Assessment tax return.

P50 (PDF)

Claim for Income Tax repayment when you have stopped work and are entitled to a refund of tax.

SA100 (PDF)

Self Assessment Tax Return. This is the standard tax return which needs to be filed by 31st January each year online or by 31st October as a paper return.

SA101 (PDF)

Self Assessment Additional Information

SA102 (PDF)

Employment supplementary pages for use by company directors, work for more than one company.  Use one form for each source of income..

SA103F (PDF)

Self-Employment (full) supplementary pages

SA103S (PDF)

Complete this form if your turnover was less than £85,000 and pro-rota in Self-Employment. Check if your income was below £1,000

SA105 (PDF)

Land and Property supplementary pages for rental income including furnished rooms in your home, furnished holiday lets in UK or EU and from other similar sources.

SA303 (PDF)

If your tax in the current year, based on last year, will be lower claim to reduce payments on account with this form. Note that if you end up underpaying you will be charged interest.

SA400 (PDF)

Use this form to registering a partnership for Self Assessment.  To be completed by the nominated partner. Note all partners must also complete SA401

SA401 (PDF)

This form is be used by an individual becoming a partner in an existing partnership to register themselves for Self Assessment and Class 2 NIC.

P85 (PDF)

Leaving the United Kingdom permanently or for at least one tax year. (Not holidays or business trips).  This is the first step to working out if you are non-resident for tax.

NRL1 (PDF)

Non-resident Landlords - Individuals. This form is used to apply to have your UK rental income remitted to you without deduction of UK tax

R38 (PDF)

PAYE

FBI 2 (PDF)

When submitted this form authorises your agent to use PAYE/CIS Online Services (Internet). The agent can then receive information over the internet on your behalf.

P11D Working Sheets 1-6 (PDF)

These sheets help you to calculate the correct charge to enter on the P11D for Living accommodation, Car and Fuel, Car via optional Rem, Vans, interest free loans, relocation expenses and mileage allowance

P11D(PDF)

The P11D is a statutory form required by HMRC from UK based employers detailing the cash equivalents of benefits and expenses that they have provided during the tax year to their directors and employees.

P11Ds can be submitted to HMRC in either hard copy or an electronic submission format.
There are currently 14 sections on the P11D:
Section A – Assets Transferred
Section B – Payments made on behalf of the employee
Section C – Credit Cards and vouchers
Section D – Living Accommodation
Section E – Mileage Allowances
Section F – Cars and car fuel
Section G – Company Vans
Section H – Beneficial Loans
Section I – Medical Health
Section J – Qualifying Relocation Payments
Section K – Services Supplied
Section L – Assets placed at employee’s disposal
Section M – Other Items
Section N – Expenses Payments
Any benefits that attract Class 1A National Insurance contributions are reportable in brown coloured boxes on the form.

PSA1 (PDF)

PAYE Settlement Agreement Calculation

SC2 (PDF)

Use this form if you are an employee, you have been sick for four or more days in a row and need to claim SSP from your employer.

Limited Companies

CT600 - Full (PDF)

Company Tax Return Full - We will normally prepare this for you as it needs to be prepared with iXBRL and submitted online

CT41G - withdrawn - do it on line

Register for Corporation Tax online or by phone. Do this within three months of starting to trade

Value Added Tax

VAT1 (PDF)

Use this form as a template to collect all the information needed.  We will check it and use it as our authority to register you or your company online. Remember you will need a bank account.

VAT2 (PDF)

Use this form to register a partnership for VAT.  You will need to provide full names and addresses of all partners and National Insurance numbers and phone numbers.

VAT7 (PDF)

An application to cancel your VAT Registration should only be done after careful consideration and taking advice.  Timing and planning can be important and bad timing can be expensive.

VAT68 (PDF)

Use this form to request a transfer of the VAT number when taking over a business, incorporation and you wish to keep the previous number.  Remember if you do this and there were error in previous return you may be liable.

VAT427 (PDF)

Once de-registered you can reclaim input VAT relating to purchases made when you were registered and relief for VAT on bad debts output tax paid when registered.
Go to the download >>

VAT600 FRS or VAT600 AA/FRS(PDF)

There are three forms here. You can apply to join the flat rate scheme or the Annual Accounting scheme or both at the same time. Do take advice before applying as they both have drawbacks as well as advantages.
Go to the download >>

VAT427 (PDF)

Claims for Input Tax/Relief after cancellation of registration

VAT600 FRS (PDF)

See above

VAT600 AA (PDF)

See above

VAT652 (PDF)

You can just adjust you next return in some situations.  You need to submit a voluntary disclosure of errors on VAT where the net error value is over £10,000,  deliberate or over 4years ago.

VAT1614E (PDF)

This form is used to option to tax land and buildings.  Please tax advice before doing this.  There are deadline but you can rescind notification within six months on VAT1614C.

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