Tax agent toolkits
Use these toolkits if you鈥檙e a tax agent or adviser to help your clients avoid making mistakes on their returns.
HMRC designs toolkits to help you make sure returns are completed correctly and show that you and your client have taken reasonable care.
You鈥檒l need to download the toolkits and view them using a PDF file viewer (such as Adobe Acrobat Reader, which you can download for free from the Adobe website).
HMRC creates toolkits with input from agents and their representatives, including the Compliance Reform Forum. The content is based on HMRC鈥檚 view of how to apply the tax law.
Each toolkit focuses on common errors HMRC comes across. They do not cover all types of errors that can occur in any return. Refer to the relevant HMRC guidance for areas not covered by the toolkits.
Updates to toolkits take place each year to reflect any changes coming in and contain:
- a checklist to help identify the key area errors that often occur
- explanatory notes which identify the underlying types of error, how to avoid them and a brief outline of the tax treatment
- links to relevant online guidance
Toolkits are also updated each year for any changes coming from the relevant Finance Act.
Feedback on toolkits
You can , we鈥檇 like to hear about your experience of using the toolkits to help us make future changes and improvements.
Previous versions of toolkits
You can find previous versions of the toolkits on the .