Guidance

Help and support for tax agents and advisers

Get help if you're an agent with online meetings from HMRC.

Interactive online meetings, known as talking points, can last up to an hour.

To attend an upcoming online meeting, register and sign in at least 5 minutes before it starts.

You can ask your host questions during a meeting using the on-screen text box.

Upcoming online meetings

Admitting tax fraud: helping us tackle it

This webinar will dismiss some of the myths about how HMRC carries out fraud investigations. We’ll inform you about what we expect from you and your client during investigations, and look at how you can help your clients put their affairs in order if they’ve committed fraud.

15 May 2018, midday to 1pm

Business expenses for the self-employed

This digital meeting has been designed to provide guidance on what is and isn’t classed as an allowable business expense, and will include motoring and premises costs. HMRC subject matter experts will be online during the meeting to take your questions.

17 May 2018, 3pm to 4pm

Making Tax Digital: a general update for agents preparing their clients

This webinar will include:

  • how to sign up for the Agent Services and Income Tax Pilot
  • getting ready for the VAT Pilot later this year
  • more information about the questions we’ve been asked in previous sessions

21 May 2018, 1:30pm to 2:30pm
21 May 2018, 4pm to 5pm
22 May 2018, 11am to midday
22 May 2018, 1:30pm to 2:30pm

Class 1A NICs - getting it right first time

This webinar will look at P11D(b)s, the common mistakes and what you can do to help HMRC process them in a timely manner to help you avoid receiving a penalty.

25 May 2018, midday to 1pm

An introduction to the Enterprise Investment Scheme

This digital meeting will provide an overview of the Enterprise Investment Scheme (EIS). It will also provide a summary of the common errors made by companies when submitting EIS applications and errors made by investors seeking to claim EIS relief.

15 June 2018, midday to 1pm

This webinar provides an overview of the changes made to the Inheritance Tax treatment of foreign assets whose value is attributable to residential property. The changes apply from 6 April 2017 and may restrict the availability of excluded property for non-domiciled individuals and trusts.

25 June 2018, midday to 1pm

Business taxes

Apprenticeship Levy

Catch up with the Apprenticeship Levy online meeting from 14 February 2017 to find out:

  • when you need to pay the levy
  • how much you need to pay
  • about apprenticeship funding in England

Basis periods

Catch up with the basis period online meeting from 7 December 2017 to find out:

  • the different rules that apply to commencement years
  • how the basis period is affected when there’s a change of accounting date

Capital allowances and vehicles

Catch up with the capital allowances and vehicles online meeting from 19 April 2018 to find out:

  • information for sole trader clients
  • about special rules for cars
  • what is defined as a car for capital allowance purposes

Capital Gains Tax

Catch up on this online meeting from 16 January 2018 to find out when compensation can be subject to Capital Gains Tax, and how the tax rules apply.

Companies House

Catch up with the Companies House online meetings to find out:

Construction Industry Scheme

Catch up with these Construction Industry Scheme online meetings to find out about:

  • the basics - what the scheme is, registration and common errors (from 24 August 2017)
  • online filing (from 16 February 2018)

Corporation Tax

Catch up with the creative tax relief online meeting from 24 April 2018 to find out about Corporation Tax reliefs available to production companies in the creative industry sector.

Catch up with the company tax returns online revisited online meeting from 17 April 2018 to find out about how to identify and resolve many of the common online filing errors.

Expenses

Catch up with the business expenses for self-employed online meeting from 8 January 2018 about what is and is not classed as an allowable business expense, and includes motoring and premises costs.

Entrepreneurs Relief

Catch up with the Entrepreneurs’ Relief online meeting from 29 September 2016 about the changes to legislation may affect eligibility when claiming Entrepreneurs’ Relief.

Intellectual property and how to protect it

Catch up with the Intellectual Property Office online meetings to find out:

  • about protecting businesses from intellectual property crime and infringement (from 23 March 2018)
  • how to use the Intellectual Property Office’s online tools (from 28 July 2017)
  • how registered designs can benefit a business (from 9 June 2017)
  • what copyright is, how long it lasts and how to prove you own a copyright (from 16 February 2017)
  • about trademarks (from 27 October 2017)

Negligible value

Catch up with the negligible value online meeting from 15 December 2017 which looks at certain conditions that must be met for your clients to claim an asset that has become of negligible value. Also an overview of share loss relief.

The Patent Box

Catch up with the Patent Box online meeting from 1 November 2017 about how to:

  • apply for the Patent Box
  • pay a lower rate of Corporation Tax on profits earned from patented inventions and innovations

Trade losses

Catch up with the trade losses meeting from 11 April 2018 to find out about the different ways trade losses may be relieved.

UK generally accepted accounting practice (UK GAAP)

Catch up with the UK GAAP online meeting from 31 May 2017 to find out:

  • why you need to keep financial statements
  • common issues with financial statements

VAT and motoring expenses

Catch up with the VAT and motoring expenses online meeting from 27 February 2018 to find out about:

  • claiming VAT on cars
  • hiring and leasing vehicles
  • commercial vehicles
  • the records you need to keep

VAT Flat Rate Scheme

Catch up with the Flat Rate Scheme online meeting from 1 March 2017 to find out:

  • what the scheme is
  • what has changed
  • how to use the Flat Rate Scheme online service to help you complete your VAT Return

Personal taxes

Change to Self Assessment tax returns: exclusions

Catch up with the Self Assessment tax return online meeting from 23 August 2017 to find out about:

  • what exclusions are
  • submitting Self Assessment tax returns affected by exclusion
  • paper return submissions

Class 2 National Insurance

Catch up with the Class 2 National Insurance reform online meeting from 15 June 2016 to find out:

  • how to pay Class 2 National Insurance
  • the effect of changes on the benefits application process

Watch YouTube videos about the impact of Class 2 National Insurance on Self Assessment tax returns.

Inheritance Tax

Catch up with the Inheritance Tax online meeting from 6 September 2017 to find out about:

  • changes to the residence nil rate band (RNRB) and the transferrable nil rate band (TRNRB)
  • tools and guidance

Residence

Catch up with the residence online meetings to find out about:

Simple Assessment

Catch up with the Simple Assessment online meeting from 19 October 2017 to find out about the new system.

Employing people

Automatic pension enrolment

Catch up with the automatic enrolment online meetings to find out:

National Living Wage and National Minimum Wage

Catch up with the National Living Wage and National Minimum Wage online meeting from 14 March 2016 to find out about the:

  • National Living Wage
  • impact of the National Living Wage on businesses
  • National Minimum Wage

Catch up with the National Minimum Wage online meeting from 21 September 2017 to find out common errors made by employers.

Pay As You Earn (PAYE)

Catch up with the PAYE online meeting from 19 July 2017 to find out:

  • how PAYE has changed
  • why PAYE has changed
  • who’s affected by these changes

Payroll

Catch up with the payroll online meeting from 26 May 2017 to find out:

  • how to run payroll
  • the benefits of payroll
  • about the statutory framework
  • how to deduct tax on benefits and taxable expenses through PAYE

Tax codes

Catch up with the tax codes online meetings to find out:

What’s new for employers 2018

Catch up with the what’s new online meeting from 27 March 2018 for an overview of the employer payroll changes from 2018, including:

  • the change to the Income Tax basic personal allowance and the rates of tax for the new tax year
  • the thresholds for Class 1 National Insurance
  • expenses and benefits for employees, including fuel benefit charge for company cars, van and fuel benefit
  • the new rates for Statutory Payments
  • National Living and National Minimum wage rates
  • other changes that may affect your clients’ business

Online services

2-step verification

Catch up with the 2-step verification online meeting from 21 February 2017 to find out:

  • what business identity verification is
  • how to set up business identity verification
  • what 2-step verification is
  • how to set up 2-step verification

Application Programming Interface (API)

Catch up with the API online meeting from 18 August 2017 to find out more about APIs and tax software for agents.

Cyber security

Catch up with the cyber hygiene online meeting from 9 March 2018 to find out:

  • what cyber hygiene is
  • how it can benefit you
  • how it helps towards protecting you against the latest emerging cyber threats

Catch up with the cyber security online meeting from 11 September 2017 to find out:

  • types of cyber crime
  • about the Cyber Aware campaign
  • how to recognise and avoid cyber crime
  • how to report cyber crime

Making Tax Digital for Business

Catch up with the Income Tax pilot online meeting from 26 April 2018 to find out about the Making Tax Digital for Business Income Tax pilot and how to setup your agent services account.

Catch up with the Making Tax Digital for Business online meeting from 6 March 2018 to find out what you need to do to help your clients prepare for the change and how to get involved in the pilot.

Trusts

Catch up with the trusts online meeting from 17 November 2017 about the new trust registration service.

Dealing with HMRC

Agent Account Managers (AAMs)

Catch up with the AAMs online meeting from 1 June 2016 to find out:

  • the benefits of the AAMs service
  • how to register
  • how to submit an issue
  • examples of common issues

Agent forum and the role of the Issues Overview Group (IOG)

Catch up with the agent forum online meeting from 21 November 2017 to find out about the operation of the online agent forum and the role of the IOG, which is made up of representatives of the professional bodies.

Agent services

Catch up with the agent services online meeting from 30 November 2017 to find out about agent access to services and how to set up an agent services account.

Automatic Exchange of Information

Catch up with the Automatic Exchange of Information online meeting from 14 July 2016 to find out:

  • about reporting standards
  • types of reporting financial institutions

Complaints

Catch up with the complaints handling in HMRC online meeting from 28 March 2018 to find out about our approach to complaints handling and redress, and the steps we are taking to improve the service we offer.

Debt management

Catch up with the insolvency online meeting from 21 April 2018 to find out about the role HMRC as a creditor in voluntary arrangements.

Payments

Catch up with the payment online meetings to find out about:

Requirement to Correct and other offshore tax developments

Catch up with this online meeting from 23 January 2018 to find out how HMRC are planning to reduce offshore non-compliance and get taxpayers to disclose more information.

Tax avoidance

Catch up with the tax avoidance online meetings to find out:

Tax fraud

Catch up with the admitting Tax fraud online meeting from 21 February 2018 to find out how agents can help HMRC tackle tax fraud.

Worldwide Disclosure Facility

Catch up with the Worldwide Disclosure Facility online meeting from 31 August 2017 to find out how and when to use it.

Property

Annual Tax on Enveloped Dwellings (ATED)

Catch up with the ATED online meeting from 11 April 2017 to find out:

  • what the service is
  • the benefits of it
  • how to set up your agency for the service

Income Tax relief on property

Catch up with the income from property online meeting from 8 December 2017 to find out about:

  • expenses
  • deductions
  • allowances
  • reliefs

Option to tax

Catch up with the latest option to tax online meeting from 5 April 2018 to find out about how an Option to Tax can impact input tax recovery.

Agent toolkits

Use agent toolkits to help you understand how to submit accurate returns to HMRC. They include checklists which you can use to avoid common errors.

Catch up with the agent toolkits online meeting from 15 November 2017 to find out how the toolkits work.

Catch up on the agent toolkits consultation online meeting to see the proposed new design from 1 March 2018.

Published 30 November 2017
Last updated 10 May 2018 + show all updates
  1. The latest webinars on help and support for agents have been added.
  2. The latest webinars on help and support for agents have been added.
  3. The latest webinars on help and support for agents have been added.
  4. The latest webinars on help and support for agents have been added.
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