Guidance

Horizon Convictions Redress Scheme (HCRS): request your tax records

Use this guidance to request your tax records if you are applying for financial redress under the Horizon Convictions Redress Scheme (HCRS). This will make the process quicker.

In the first instance you should use any information provided by the Post Office as evidence. Use this guidance if you need any additional information from HMRC. You can ask your legal representative to do this on your behalf with your signed consent (a digital signature is acceptable).

1. Download the form听

Download the (ODT, 9.55 KB) and complete it with your solicitor, if you have one.听

2. Complete the form听

You must include :听

  • your signature (electronic signatures are accepted) - if the applicant is unable to apply themselves, a power of attorney can sign for them听

  • personal details such as National Insurance Number and date of birth听

Completing the 鈥榯ax years covered鈥� section听

This is the time period for the records you are requesting. This should either be the year the applicant started the role in the Post Office branch, or 1999 鈥� whichever is later.听

Completing the 鈥楾hird party details鈥� section听

If you would prefer HMRC to send the information to your solicitor, complete the 鈥楾hird party details鈥� section with their name and contact details.

Completing the 鈥極ther information鈥� section听

In the 鈥極ther information鈥� section of the form, you鈥檒l need to request:听

  • Form SA302 鈥� this will be the applicant鈥檚 HMRC tax calculations听

  • any other income records of the applicant听

  • 辫谤辞惫颈诲别:听

    • the company name听

    • registered company number听听

    • any VAT registration number听

3. Send the form to HMRC

Email the form to [email protected] once you have completed it. Type 鈥�HCRS application鈥� in the email subject field.

4. Submit the information to the Horizon Convictions Redress Scheme (HCRS)听

If you are requesting a detailed assessment, when you receive your tax records, it may be helpful for you to upload the following to the HCRS portal:听

  • all the documents and responses that you receive, if they are related to losses in your application听

  • the covering letter and form you submitted听

This information will be used to support your application, for example when calculating loss of earnings.听

If you are unsure how to do this, contact your case worker or email [email protected].

Updates to this page

Published 30 July 2024

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