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Agent toolkits, digital meetings, webinars, e-learning and videos

Help and support from HM Revenue and Customs (HMRC) for tax agents and advisers.

Agent toolkits

Accurate record keeping will help to ensure that the correct data can be sent to HM Revenue and Customs (HMRC) by the due dates and reduce delays in payments.

HMRC has 20 regularly refreshed toolkits which are free to download. They contain checklists and guidance to support the accurate completion of returns based on the most commonly found errors.

You may find the following employer-related toolkits useful:

Agent Talking Points

Agent Talking Points are weekly online digital meetings for tax agents and advisers.

They usually last an hour and focus on topics agents have said they’re interested in or on issues identified by agents and HMRC that may have widespread impact. HMRC experts will be available to answer questions.

Register quickly and easily at least 5 minutes before a meeting is due to start.

The income from property minimising the risk for individuals

This meeting will be dealing specifically with expenses and deductions, allowances and reliefs. Including repairs, the relief for the replacement of domestic items and the restrictions to Income Tax relief for finance costs.

Register for this meeting on 9 November 2017, 11am to 12:15pm.

Agent toolkits and you

This meeting will cover toolkit functionality and highlight the benefits of using toolkits to help reduce errors when completing your clients’ tax returns. We will also be doing a live demonstration and seeking your feedback to aid the development of the service. Please be aware this meeting is to discuss the toolkits. We will not be able to answer technical tax questions

Register for this meeting on 15 November 2017, midday to 1pm.

The new Trust Registration service

How to register an estate using the new Trust Registration service. The webinar will also provide the latest information on registering new and existing trusts, based on user research and feedback.

Register for this meeting on 17 November 2017, midday to 1pm.

The Agents Forum and the role of the Issues Overview Group

This digital meeting will provide information about the operation of the online Agent Forum and the role of the Issues Overview Group, which is made up of representatives of the professional bodies.

Register for this meeting on 21 November 2017, 1pm to 2pm.

Basis periods - looking at commencement years, changes to accounting date and overlapping periods

During the meeting we will focus on basis periods, a subject that’s prominent around the self-assessment peaks. In particular we look at the different rules that apply to commencement years, the effect on a basis period when there is a change of accounting date and overlapping periods. We also look at some pointers when dealing with a change from sole trader to partnership and vice versa.

Register for this meeting on 7 December 2017, midday to 1:15pm.

Trade losses

During this meeting we will be looking at the different ways trade losses may be relieved.

Register for this meeting on 7 December 2017, 2pm to 3pm.

Income from property minimising the risk for individuals

This meeting will be dealing specifically with expenses and deductions, allowances and reliefs. Including repairs, the relief for the replacement of domestic items and the restrictions to Income Tax relief for finance costs.

Register for this meeting on 8 December 2017, 11am to 12:15pm. As this meeting is likely to be oversubscribed, we’ve added a second meeting.

Register for this meeting on 8 December 2017, 2pm to 3:15pm.

Capital allowances and vehicles

This meeting mainly covers the special rules for cars.

Register for this meeting on 13 December 2017, 11am to midday. As this meeting is likely to be oversubscribed, we’ve added a second meeting.

Register for this meeting on 13 December 2017, 1pm to 2pm.

Negligible value

This meeting is an introduction to negligible value claims and share loss relief.

Register for this meeting on 15 December 2017, 11.00 to midday.

Recordings

2 step verification

Watch this meeting from 21 February 2017.

Agent services

Watch this meeting from 29 March 2017.

Watch this meeting from 7 December 2016.

Agent Account Manager service

Watch this meeting from 1 June 2016.

Agent toolkits and you

Watch this meeting from 14 June 2017.

Apprenticeship Levy

Watch this meeting from 14 February 2017 covering when you need to pay the levy, how much you need to pay and how to report a payment.

The meeting also covers changes to apprenticeship funding in England from May 2017 and the Apprenticeship service.

Application Programming Interface (API)

Watch this meeting from 18 August 2017 explaining how APIs will change the way HMRC works with and supports tax software developer products used by agents.

Annual Tax on Enveloped Dwellings (ATED)

Watch this meeting from 11 April 2017 demonstrating how to use the digital service.

Automatic Exchange of Information

Watch this meeting from 14 July 2016 to find out more about what the UK’s Automatic Exchange of Information with other countries may mean for you.

Basis periods

Watch this meeting from 27 September 2017 where HMRC looked at commencement years, changes to accounting date and overlapping periods.

Capital allowances and vehicles

Watch this meeting from 27 July 2017.

Capital Gains Tax

Watch this meeting from 29 September 2016 on Entrepreneurs’ Relief.

Class 2 National Insurance

Watch this meeting from 15 June 2016.

Watch our Youtube video regarding the impact on Self Assessment returns.

Construction Industry Scheme

Watch this meeting from 29 June 2017.

Construction Industry Scheme - the basics

Watch this meeting from 24 August 2017.

Cyber security

Watch this meeting from 11 September 2017.

Demystifying Certificates of Residence for limited companies

Watch this meeting from 11 September 2017. In this meeting we explained all you need to know about applying for a Certificate of Residence, without us needing to write back to you for more information. It will help your clients claim Double Taxation Relief at the earliest opportunity.

HMRC’s experience of the transformation to UK GAAP

Watch this meeting from 31 May 2017.

Income from property

Watch this meeting from 11 October 2017. This meeting dealt specifically with expenses and deductions, allowances and reliefs. Including repairs, the relief for the replacement of domestic items and the restrictions to Income Tax relief for finance costs.

Inheritance Tax

Watch this meeting from 6 September 2017 covering recent changes to Inheritance Tax, including Residence Nil Rate Band (RNRB) and transferrable Nil Rate Band (TRNRB).

Watch this meeting from 10 August 2017 covering the recent changes to Inheritance Tax, including Residence Nil Rate Band (RNRB) and Transferrable Nil Rate Band (TRNRB).

National Living and National Minimum Wage

Watch this meeting from 21 September 2017 on the National Minimum Wage looking at the common errors made by employers.

Watch this meeting from 14 March 2016 covering both areas.

Negligible value

Watch this meeting from 6 June 2017.

Making Tax Digital for business

Watch this meeting from 15 September 2017.

Watch this meeting from 14 September 2017.

Watch this meeting from 28 March 2017.

Option to Tax - the once and done approach

Watch this meeting from 1 September 2017.

Paying the right amount of tax through Pay As You Earn (PAYE)

Watch this meeting from 19 July 2017.

Paying HMRC

Watch this meeting from 17 October 2017 which explored the removal of the Post Office Transcash service.

Watch this meeting from 11 July 2017. This meeting focused on reducing cheque payments and the elimination of payable orders.

Payrolling benefits in kind

Watch this meeting from 26 May 2017.

Pension Scheme Registration

Watch this meeting from 23 October 2017. This meeting explained correct completion of the form APSS146, which is a ‘Pension Scheme Registration for Income Tax Repayment’. We then moved onto how to correctly complete the SA970 Tax Returns and looked at the common errors made.

Residence

Watch this meeting from 2 August 2017 on Statutory Residence Test - cases 1 to 3.

Watch this meeting from 2 August 2017 on Statutory Residence Test - cases 4 to 8.

Watch this meeting from 3 February 2017 which gave an overview of domicile, why it’s relevant for income and Capital Gains Tax and the impact of the reforms.

Watch this meeting from 14 October 2016 on double taxation for individuals with dual residency.

Watch this meeting from 8 April 2016 covering non-UK domicile reforms.

Simple Assessment

Watch this meeting from 19 October 2017 which explains the new system in more detail, helping you to support your clients understand the improvements this will bring to managing their tax affairs.

Submission of Self Assessment returns affected by exclusion

Watch this meeting from 23 August 2017.

Tax avoidance

Watch this meeting from 22 September 2017 where HMRC looked at the tax avoidance cycle and how to get out.

Watch this meeting from 7 February 2017 where HMRC looked at settling the tax avoidance bills of individuals that might have been involved in tax avoidance schemes.

Watch this meeting from 7 February 2017 in which HMRC outlined some of the common issues that arise in insolvency proceedings where tax avoidance is at play and HMRC’s stance.

Tax codes

Watch this meeting from 4 September 2017 which explained how we have changed the way we use information to calculate tax codes.

Watch this meeting from 20 June 2017 which looked at how adjustments in tax codes for state benefits are calculated and how primary and secondary employments are established.

Watch this meeting from 7 July 2017 which explained the latest changes. This included how estimated pay, third party information and Real Time Information (RTI) data will be influencing codes.

The patent box post 2016

Watch this meeting from 1 November 2017 which explains the new rules, including the qualifying criteria, the records that need to be kept and the computation.

Trusts

Watch this meeting from 8 September 2017 looking at the trust registration service.

VAT - changes to the VAT Flat Rate Scheme (FRS)

Watch this meeting from 1 March 2017 which covered the introduction, from 1 April 2017 of the 16.5% FRS for businesses with limited costs. Businesses using the FRS or businesses joining the FRSwill complete a simple test to work out whether they must use this rate.

VAT and motoring expenses

Watch this meeting from 3 October 2017 which provided a reminder of the general rules that apply when reclaiming VAT on the purchase of cars and when hiring and leasing vehicles.

World Wide Disclosure Facility (Offshore)

Watch this meeting from 31 August 2017.

In partnership with other government bodies

Companies House

Watch this meeting from 18 July 2017 covering community interest companies.

Watch this meeting from 17 May 2017 where Companies House discussed their road to 99% electronic enablement of all possible account types.

Watch this meeting from 10 November 2016 covering helping agents file accounts right first time.

Intellectual Property Office

Watch this meeting from 27 October 2017 the Intellectual Property Office will gave a brief overview on Intellectual Property with the focus being on Trade Marks. This basic introduction will guide you through the way you search for Trade Marks, UK filing, International routes and costs.

Watch this meeting from 9 June 2017 covering design.

Watch this meeting from 16 February 2017 covering copyright.

Pension’s regulator

Watch this meeting from 26 September 2017 which looks at automatic enrolment for employers.

Watch this meeting from 18 May 2017 which provided an update on automatic enrolment.

Watch this meeting from 17 March 2017 which looked at how to support your clients through automatic enrolment.

Watch this meeting from 17 March 2017 which looked at how you can support your clients through re-enrolment.

Webinars

Webinars can last up to an hour. You can ask questions during the presentation and get answers from your HMRC host.

Register and log in at least 5 minutes before a live webinar is due to start.

You can watch recorded webinars at any time but you’ll need to register first.

Capital gains: land and property

The webinar covers common areas such as reliefs and common errors.

There’s no date for a live webinar at the moment.

Watch this webinar recorded in June 2016.

Find out more in the HMRC Capital Gains Tax for land and buildings toolkit.

Help and advice

Channel website: https://www.gov.uk/government/organisations/hm-revenue-customs

Original article link: https://www.gov.uk/government/news/webinars-e-learning-and-videos-if-youre-a-tax-agent-or-adviser

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