UK Tax return

[sr23]

Hi everyone

I am going to apply for HSMP shortly. I need specific advice about proving my income for the last year, I have been contracting through a Limited Company in the UK. My tax agent submitted my 2004/2005 tax return online and has provided me with a copy of the SA100 (self assesment) form in pdf format. I don't think this will be acceptable to the HSMP caseworkers as there is no proof that it was submitted to Inland Revenue.

Has anyone else been in this situation? If so what format/document did you use to show that you submitted a tax return for the financial year showing income was above the threshold for points?

Thanks in advance for your help!

[John]

sr23, have you contacted your tax agent about this?

The fact is that after submission of a Self Assessment Tax Return online the agent should have received an email from HMRC (formerly Inland Revenue) confirming receipt of the return. That email will not name you but it will quote your 10-digit UTR, which is also mentioned on the Return form.

Seems to me you want a copy of that email and/or written confirmation from your tax agent that the return was successfully submitted online on (date).

One great benefit of submitting the return online, rather than using paper, is that box 18.3 will have been completed ... the tax liability or refund due. After a return is submitted online it is subjected to all sorts of validations and that most certainly includes whether or not HMRC agree with the box 18.3 figure.

In other words, by getting back confirmation that they have accepted the return also confirms that they agree the box 18.3 amount.

[sr23]

John, thanks for your reply.

I have contacted my tax agent and they forwarded me a copy of the email (as a text file). I'm still not confident that this will be accepted as proof. Is it possible to get a letter from Inland Revenue confirming that they have received the form?

If you or anyone out there could comment on the list of documentation I want to use as proof of my income through a Limited company that would be appreciated:

- Letter from accountants detailing income and that I was the director and sole shareholder
- 12 mths payslips
- SA100 self assessment form & confirmation email from Inland Revenue
- Company certificate of Incorporation
- P60 & Dividend certificate

Thanks in advance..

[John]

You started this topic by saying "I am going to apply for HSMP shortly.". As 2004-2005 Self Assessment tax returns do not need to be filed until 31.01.06 even if the return had not yet been submitted then you would have broken no law. So I really would not worry about the form of confirmation from HMRC that they have indeed received the return already.

But you could of course ask your tax agent to write to you stated that the return was submitted electronically on (date) and a confirmatory email was received from HMRC on the same date. That would tie in with the wording of the email that you already have.

The items you list .... they would seem to confirm your income level. Needless to say the P60 figure will no doubt tie up with the SA100 return, and also the UK dividend details as entered into boxes 10.15 to 10.17 on the SA100 will at least be the dividend figures you received from your own company.