Business Brief - 23/06
22 Dec 2006 01:15 PM
Contents:
1. Excise Duty: Expiry of UK Derogations from the Energy Products
Directive
2. VAT: Cash Accounting Scheme -Renewal of UK Derogation
3. VAT: First grant of a major interest in residential property -
attribution of input tax and the Capital Goods Scheme
4. Final Business Brief
1. EXPIRY OF UK DEROGATIONS FROM THE ENERGY PRODUCTS DIRECTIVE
Under the EU Energy Products Directive (EPD), the UK holds
derogations to allow reduced or exempt rates of duty on:
- fuel used by private pleasure craft;
- fuel used by private aircraft; and
- waste oils reused as fuel.
All three derogations are due to expire on 31 December 2006.
In October, the UK applied to the European Commission for these
derogations to be extended. The Commission has now turned down the
request from the UK (and other member states) for renewal of the
derogations for fuel used in private pleasure craft and fuel used in
private aircraft.
This means that the derogations will lapse on 31 December 2006, but
in practice there will be no immediate change from 1st January 2007.
We will be exploring the options for the most appropriate
implementation, including timing, in the New Year. We shall be
consulting stakeholders in both the boating and aviation sectors.
Primary legislation will be needed to implement the new regime, and,
until the law changes, the current arrangements will continue.
The Commission has not yet taken a decision on the derogation
regarding waste oils.
2. VAT: CASH ACCOUNTING SCHEME - RENEWAL OF UK DEROGATION
This Business Brief article explains the position regarding continued
operation of the Cash Accounting Scheme after the 31 December 2006,
pending renewal of the derogation on which the scheme rests.
Despite a late renewal of the derogation, the VAT Cash Accounting
Scheme will continue to operate as normal. Businesses with a taxable
turnover not exceeding £660,000 may continue to operate the scheme in
the normal way pending the renewed derogation.
The current derogation expires on 31 December 2006 and, despite
applying for renewal in 2005, the new derogation will not have been
finalised by the end of this year. However, member states have agreed
that the new derogation will be retroactive to 1 January 2007,
meaning there is no break in the legal cover for the scheme. The
expectation is that the new derogation will be approved by the
Council in late January and the decision will appear in the Official
Journal in February.
The VAT Cash Accounting Scheme (CAS) helps business by allowing users
to account for VAT when they receive payment from their customers,
rather than when they issue a VAT invoice. The scheme rules also mean
that VAT on purchases (input tax) can only be recovered when a CAS
user pays his supplier and this rule requires derogation from the
Sixth VAT Directive.
3. VAT: FIRST GRANT OF A MAJOR INTEREST IN RESIDENTIAL PROPERTY -
ATTRIBUTION OF INPUT TAX AND THE CAPITAL GOODS SCHEME
This Business Brief article confirms and explains HMRC policy
regarding input tax incurred on the construction of residential
property where the developer sells a long leasehold interest
separately from the freehold interest.
Background
The first grant of a major interest (freehold sale or lease exceeding
21 years) in residential property by its developer is zero-rated,
under VAT Act 1994, Schedule 8, Group 5. However, all subsequent
grants in the property are VAT exempt. VAT on costs relating to
zero-rated supplies is fully recoverable whereas VAT relating to
exempt supplies is not normally recoverable.
Detailed rules on the liability of supplies of buildings are in
Notice 708, on partial exemption in Notice 706 and on the capital
goods scheme in Notice 706/2.
Attribution of input tax
When a residential property is constructed or results from the
conversion of a non-residential property and the developer makes a
first grant of a major interest in that property, any input tax
incurred is recoverable in full. This is because the input tax is
wholly attributed to that taxable first grant.
This is the case even where the value of the first grant does not
represent full equity in the property, such as in shared ownership
schemes run by housing associations.
Application of the Capital Goods Scheme (CGS)
Regulations 112(2) and 113 of the VAT Regulations 1995 set out when a
building will be a capital item for the purposes of the CGS.
If a developer constructs a residential property and the first grant
of a major interest in the building is a long lease, he is using the
building for a business purpose other than solely for the purpose of
selling the building. As a result, the developer will have to treat
the building as a capital item. The input tax incurred on the
construction of the building and wholly attributed to the zero-rated
long lease will have to be adjusted through the CGS should a
subsequent exempt grant be made of the building.
If a developer constructs a residential property and the first grant
of a major interest is the sale of the freehold, the developer is
using the building solely for the purpose of selling the building and
will not have to treat the building as a capital item.
Examples
There are essentially three ways a developer might grant all the
leases and the reversionary interest in the freehold of a residential
property (typically a block of flats): -
a) All flats sold followed by the freehold - The sale of each
individual flat will be zero-rated as first grant of a major
interest. While the developer will hold a capital item, when the
freehold is sold, we consider that this will only be exempt to the
extent that it relates to those areas of the building that were
previously the subject of the zero-rated grants of individual flats.
Most of the sale of the freehold will be zero-rated because it
relates to the common parts that have not been subject to any
previous supply.
These circumstances are part of the sale of new dwellings for which
the zero-rating was designed. Furthermore any CGS adjustments would
be negligible. Accordingly there is no need for CGS adjustments in
this example.
b) Freehold sold before any flats are sold - The sale of the freehold
will be a zero-rated grant and since no leases had been granted,
would not be a capital item (by virtue of Reg 112(2), VAT Regulations
1995). Since the freehold is zero-rated, all input tax incurred on
the construction costs will be fully deductible.
As the new freeholder, the purchaser will normally make any exempt
grants of leases to buyers of flats. Even where the consideration
for such sales accrues to the developer, so that VAT law treats the
developer as the person supplying the flat, this will not impact on
the initial deduction of input tax by the developer. It may, however,
have implications for any input tax incurred on selling costs.
c) Freehold sold after some flats have been sold - The flats sold
before the freehold has been supplied will each be a zero-rated first
grant of a major interest. While the developer will hold a capital
item, when the freehold is sold, we consider that this will only be
exempt to the extent that it relates to those areas of the building
that were previously the subject of the zero-rated grants of
individual flats. Most of the supply of the freehold will be
zero-rated relating to the common parts and unsold flats that haven't
been subject to any previous supply. As per example a) above, no CGS
adjustments are needed.
If, under the agreement for sale, the developer has retained the
right to receive the monies from the sale of the remaining unsold
flats, the considerations set out in example b) above apply.
Other residential property
The first grant of a major interest in a relevant residential
property (e.g. a care home) is zero-rated. Under Reg 116(3), VAT
Regulations 1995, in determining any CGS adjustments in subsequent
years, the developer disregards any exempt supply arising directly
from that grant (including all rents due under that lease). Even
though the developer holds a capital item, providing he makes no
exempt supplies other than those arising from that zero-rated grant,
he will retain full deduction of the input tax on the construction of
the development.
However, if the developer makes a new grant, like selling the
freehold, this is the second grant in the building and will be
exempt. In this situation CGS adjustments are likely to be required
and CGS calculations must be carried out.
4. FINAL BUSINESS BRIEF
This is the last Business Brief that HMRC will issue.
There has been a substantial decrease in demand for a paper product
in recent years. When we consulted subscribers earlier this year
their feedback was that a move to an online only service was
appropriate.
An online only service means that HMRC can get information published
far more quickly.
Business Briefs were originally published by the former HM Customs &
Excise and dealt with changes in indirect tax policy. In the former
Inland Revenue a similar publication 'Tax Bulletin' covered direct
tax matters.
HMRC are taking this opportunity to combine the two publications into
a single online only bulletin - 'Revenue & Customs Brief'
Revenue & Customs Brief will appear in the Library section of our
website http://www.hmrc.gov.uk/library.htm, and will go live from 1
January 2007.
Further information
For further information and advice, please contact HM Revenue &
Customs' National Advice Service on 0845 010 9000.
The views expressed in this Business Brief are those of HM Revenue &
Customs.
GENERAL ENQUIRIES:
For general enquiries please contact HM Revenue & Customs' National
Advice Service on 0845 010 9000.
This release and other information about HM Revenue & Customs can be
found at our website: www.hmrc.gov.uk
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