Bluebell
House
Home of
The Resource Partnership
|
|
|
|
Tax Training Services
The following is an up to date list of the tax training topics currently offered to tax and accounting professionals, solicitors, bankers financial advisers and any other interested parties. All course can be tailored to suit your particular requirements. If the list does not cover a particular topic in which you are interested please let us know as we will always consider designing bespoke courses to suit the individual client.
Shorter versions of all these courses can also be offered as in-house or public, client marketing seminars. Administrative details are summarised at the bottom of this page. Tax Aspects Of The Company Car Tax Planning For Farmers & Landowners Tax Planning And Compliance For The Hotelier Capital Gains Tax - with planning points. Tax planning for the new client, The Taxation of Doctors and Dentists An introduction to the principles of Fiscal Share Valuation. A Framework for the Taxation of Disposals PAYE & Schedule E Control visits Introduction to UK Group Relief Managing and Marketing The Tax Department Tax Errors—The Accountants Top Forty A Non-Specialist Guide To Contentious Tax Areas Tax Aspects of The Leisure Industry Maximising capital allowances: Tax planning for the Entrepreneur. Tax Planning For Owner Managed And Family Businesses. Wills And Inheritance Tax Planning Trusts and taxation a basic frame work. Designing Tax Efficient Remuneration Packages Capital Taxes Planning For Family Limited Companies Offshore Tax Planning And Residence Revenue Interviews And Appeals
Tax Training CoursesPractical Tax Planning PointsObjectives
To outline 20 ideas for tax planning possibilities available to the business client. This course attempts to cover some of the more adventurous tax planning ideas currently in vogue as well as dealing with straightforward planning options.
The approach is checklist based with the emphasis on taking statutory provisions and applying them to real life situations.
Contents.
The course is divided into various different sections:
» Income tax planning. » Capital gains planning. » Family company possibilities. » New business planning. » Planning business car purchases? » Inheritance tax planning. Summary
This lecture is deliberately controversial at times and contains some tax planning ideas not for the faint-hearted as well as other more mainstream ideas.
The overall intention is to stimulate thought and discussion and to consider just where the boundaries of tax planning stand.
TopTax Aspects Of The Company CarObjectives
To summarise the current tax legislation on the provision of cars as benefits for employees and to consider and analyse the alternatives available in the modern tax climate. Methods of financing purchases and their tax advantages are considered as are other topical issues concerned with cars.
Aimed at
All staff and partners who are involved in any way with clients' who purchase vehicles either for their employees or for themselves for business or private use.
Summary of contents.
· History of the UK company car. · What is a car? · Capital allowances for employers & employees. · Taxation benefits legislation. · Methods of car purchases. · Purchased by employer or employee? · Changes to the Mileage Allowance system. · Case law on car benefits etc. · Cars as golden handshakes? Summary
The course aims to provide a thorough review of all the main contemporary issues on cars and car benefits. It concentrates on a tax planning approach and attempts to suggest areas where there may be scope for minimising benefits charges and maximising tax relief in certain circumstances. Considerable emphasis is placed on worked examples of the computations needed to assist with decision-making in various situations. Duration: half day. Top
Tax Planning For Farmers & Landowners
Course Objectives.
To provide an update on recent developments in the world of farm taxation and to review the chief areas to which tax practitioners and accountants should have regard when dealing with the affairs of farming and landowning clients.
Current taxation.
» What is farming/husbandry? » Types of income; farm diversification and tax. » Farming losses; contentious disputes, eg. fish farms & smallholdings. » Farm accommodation adjustments, Employee benefits and PAYE issues. » Farmers averaging:. » Farming partnerships: advantages and disadvantages. » The Herd basis: summary and review of special situations. » Capital Allowances, Agricultural Buildings allowances. » Subsidies, Set-Aside & The Single farm Payment Scheme. » Compensation Issues, grants and similar receipts » Miscellaneous income, woodlands, turf sales, » Grazing rents, holiday lettings and similar receipts. » Share farming arrangements. » Tax aspects of Foot & Mouth and Other Serious Diseases
Medium/longer term tax issues. » Selling up or bringing in the next generation? » Reliefs and exemptions: Roll-Over-relief, Taper Relief. ¨ Agricultural and/or Business Property Relief? ¨ Farmhouses, Farm Cottages ¨ Tenancy Issues ¨ Caravan Sites ¨ Quotas and capital taxation. ¨ Tax cases of relevance: Partnerships, Wife’s wages, grants.
The Potential for Revenue Enquiry ¨ Revenue techniques and selection criteria. ¨ Attitudes to stock valuation errors. ¨ Stock valuations and BEN 19 problems. ¨ Own goods and private use adjustments. ¨ Record keeping and stock reconciliation’s.
Who should attend. Anyone dealing with farming or landowners’ taxation on a regular basis and especially those preparing farmers accounts and/or tax returns. Top
A Year-End Tax UpdateObjectives: A year-end review of the chief developments in taxation and related topics over the previous twelve months and an outline of practical applications and changes in tax planning opportunities and problems.
PART 1. GENERAL TAXATION UPDATE. * Recent IR Press releases of note. * Recent tax cases of note. * Current developments in taxation.
PART 2. YEAR END TAX PLANNING. * Income tax ideas. * Company and business tax. * Capital gains and Inheritance tax. * Checklists for client meetings.
PART 3. PRACTICAL TAX POINTS. * Tax saving ideas for small businesses? * Planning business disposals? * Tax and the recession?
Aimed at:
Primarily intended for tax partners and managers who are personally involved with clients during face to face tax planning meetings at or close to year ends. The idea is to equip these individuals with a broad framework to adapt to most clients' circumstances.
TopTax Planning And Compliance For The HotelierObjectives
To review the tax planning opportunities and compliance problems of particular relevance to the Hotel and related tourist trades. The course attempts to highlight the particular planning points of relevance to an industry which is property based and very labour intensive.
Aimed at:
This lecture is aimed chiefly at tax staff and partners who have frequent dealings with clients in this industry and will be of particular interest to those likely to have to deal with Capital Gains tax planning and Income Tax and PAYE compliance matters.
Contents. The course is divided into various sections:
» Capital tax planning. » Early years income tax planning. » Capital investment & tax reliefs. » Tax treatment of lettings incomes. » PAYE compliance: casuals etc. » Planning for seasonal trades. » Review of specific tourism trades. » Tax cases on tourism. » Case studies.
Summary. This is a wide ranging course covering all the issues likely to be of general interest to the tax practitioner dealing with clients in the hotel and tourism industries.
TopCapital gains tax - with planning points.
This course is intended to provide a comprehensive outline of the statutory provisions for those who are new to Capital gains Tax as well as a review of the chief planning points which arise when disposals are in prospect. The course is aimed chiefly at sales of businesses and business assets and concentrates on the computation of and planning for, capital gains tax liabilities arising on such disposals. The programme should be of interest to anyone dealing with capital disposals whether on the computational or planning side.
Programme.
» Basis of the charge and calculation of the tax. » Chargeable occasions and persons. » Chargeable and exempt assets. » Basic reliefs and exemptions » Calculation of chargeable gains and losses. » Rebasing to 1982: FA 1988 rules. » Structuring disposals. - timing. - pre-sale actions. - using reliefs. - alternative sale methods. - reducing the tax rate. - obtaining reliefs. » Planning where and when gains and losses arise. » Taper Relief 1998 to the present tday.
Maximising the business relief. » Roll-over Relief » Taper Relief. » Enterprise Investment Scheme shares. » Incorporation Relief » Hold-Over-Relief.
TopTax planning for the new client, a framework for analysis.
Objectives
This course sets out to provide practitioners with a method of analysing and planning the tax affairs of a new client, or a new business venture for an existing client. The adviser is often well equipped to provide accounting and financial services; this course aims to supply a framework within which the tax affairs of a new client or new business venture can be objectively analysed from the outset.
Aimed at. The course is primarily of interest to partners and staff who have first contact with a new client especially those involved in the preparation of business plans and raising finance.
Contents. The course covers a wide range of topics including: ·When does a trade start? ·Early years planning. ·Capital tax reliefs. ·Structure and asset ownership? ·Loss reliefs. ·Accounting dates. ·Incorporation? ·Tax and business planning. ·Buying a business. ·Tax relief for borrowings.
Summary The course's overall aim is to give the adviser and his staff a series of checklists within which new businesses' and new clients' tax affairs can be examined.
TopTax incentives for investment?
Objectives.
To review the Revenue's current approach to Capital expenditures.
What tax reliefs are available, where does the boundary between capital and revenue expenditure lie today, and what is the latest available guidance on interpretation of case law on Plant and Machinery and the other Capital Allowances?
Course contents.-
· Capital v Revenue expenditure? (FRS12 & Provisions) · Plant and Machinery or not? · Short life assets/long life assets? · Industrial Buildings allowances. · Interaction of capital allowances and CGT? · Fixtures in buildings. · Computer software allowances. · Research and Development tax Credits · ECA allowances · Relief for Intellectual Property since FA 2002 · Benchmarking of claims. · Negotiating with the Revenue.
Summary.
This lecture is generally case law based but is intended to show how precedents are applied in practice and to highlight those areas to which careful attention at the planning stage of any large capital expenditure project will pay dividends.
Aimed at. All tax staff, managers and partners involved in claiming tax relief for capital expenditures and advising on the availability of tax reliefs.
TopInland Revenue EnquiriesObjectives. To outline the various reasons why taxpayers accounts and returns are selected for Revenue Enquiry and to provide guidelines on pitfalls to avoid and procedures for prevention.
Course contents. The course is based around real life practical examples. It describes the progress of actual cases and follows the history of several specific investigations from start to finish, and identifies key stages and danger areas.
Part 1: Managing an Enquiry · Reasons for selection. · Know your inspectors. · Opening gambits. · Opportunities to forestall. · The appropriate responses? · Interview pointers. · Systems for prevention. · A practitioners checklist.
Part 2: Enquiries - the Statutory Framework ·Random Audit under Self-Assessment. ·Dealing with the new climate. ·Protecting the client. ·Using the Commissioners? ·The new statutory rights and obligations. ·Disclosure problems and requirements. ·Record-keeping requirements. ·Risk Assessment Procedures ·Taxpayer Segmentation
Summary.
The course offers an ex-inspector's overview of the enquiry regime for business accounts. It concentrates on the practical side of the topic rather than the academic and should appeal to all involved in this often controversial subject.
Who should attend.
The lecture should be of interest to all involved in the preparation and submission of business Tax Returns to the Revenue and to those who have to deal with the Revenue's queries when they are received. Its emphasis is on prevention not cure.
Top
Contentious Tax Issues
Objectives.
1. To provide a summary of those areas of Cases I and II which are traditionally the most common causes of dispute with the Inland Revenue.
1. To review case law precedents and the current law and practice on these areas and to suggest practical negotiating points when such problems are experienced with clients' affairs.
Course contents.
· The difference between capital and revenue. · What is a "trading transaction"? · What is plant and machinery? · What is an industrial building? · Which expenses are allowable against profits? · When does a business start and finish? · What is “succession”? · Financing business vehicles?
Summary. The course is essentially case law based but with the emphasis on applying precedents to actual examples of problems which have arisen in practice.
Also included will be some tax planning ideas currently being put forward, some of which may be deliberately controversial and are intended to stimulate discussion, including Tax avoidance possibilities.
Aimed at. The course is intended to be of interest to tax staff and partners in general practice, especially those who have to deal frequently with the Inspectors of Taxes who examine clients'' accounts. Duration; half day.
TopThe Taxation Of Doctors and Dentists
To outline the tax law and practices of particular relevance to these two professions and to discuss the commercial and regulatory environment within which doctors and dentists are obliged to operate and to consider its impact on their tax status. To consider what tax planning strategies are of particular application to doctors and dentists. Course contents. Ø Principles of partnership taxation. Ø Offices and employments? Ø Partnership agreements. Ø Allowable expenses. Ø Partners expenses and capital all'ces. Ø Rental income for premises. Ø Deduction of interest paid. Ø Capital accounts and interest. Ø Tax on partnership changes. Ø Employment of spouses? Ø Foreign appointments? Ø Superannuation schemes. Ø Allocations of profit shares? Ø Pensionable income? Ø Private incomes. Ø Aspects of tax enquiries? Ø Record keeping & computer systems. Ø Staff benefits & compliance problems.
Summary The course is intended to provide an overall review of the taxation aspects of doctors and dentists together with some suggestions of tax planning points of particular application to these professions.
Aimed at. Any tax staff and partners who have a frequent involvement with the tax affairs of medical practitioners
TopThe Annual Tax Update
Objectives.
This course is aimed at general practitioners and their staff and is intended to bring together all the main developments in personal and business taxation occurring over the previous twelve months.
Contents. Ø Part 1: The Annual Finance Act session. Ø Income tax changes. Ø Capital tax changes. Ø Business & Corporate tax changes. Ø VAT changes. Ø Administrative changes.
Part 2: Developments in Tax Case Law. Ø Summaries of recent cases. Ø How decisions apply in practice. Ø Planning points & pitfalls.
Part 3: Recent Developments. · Inland Revenue Press releases. · Statements of practice. · Items in the news.
Summary Many people offer an Annual Finance Act lecture. Unfortunately these can often turn out to be fairly sterile and rather academic affairs. Our approach is to provide a quality set of guidance notes on the act and then to lecture on only those points likely to have significant impact day to day. Other matters of topical interest from taxation news are given equal weight where appropriate.
TopCorporation Tax Update
Objectives.
To provide a detailed review of recent developments in the world of Corporation tax with the emphasis on matters of specific interst to owner-managed companies and business dealt with by the small and medium sized accountancy practice.
Contents.
Ø Recent statutory changes Ø Family company Tax planning – current issues Ø Recent Tax Cases Ø Revenue Statements of Practice Ø Contentious issues Ø Settlement issues Ø IR35 Issues?
Summary
The course gives an overview of current UK Corporation tax issue swith the emphasis on highlighting planning opportunities for director/shareholders and their spouses.
Aimed at:
This course is aimed at all tax staff and managers dealing with the affairs of family companies. it will also be of interest to anyone who has to advise on CT planning at all levels.
TopAn introduction to the principles of Fiscal Share Valuation.Objectives. To introduce participants to the subject of share valuation and to outline the major principles involved. To discuss the history of the subject and the Revenue's approach to the topic. Course contents. Ø What is "share Valuation"? Ø History of Shares Valuation Division. Ø Valuation and local tax offices. Ø The SVD approach to negotiation. Ø Occasions for valuation. Ø Preparing a valuation. Ø Negotiating with SVD. Ø Methods of valuations. Ø What is "Open Market Value"? Ø Review of relevant case law. Ø Some basic planning opportunities. Summary The course is intended to provide a beginners guide to the subject and includes a worked case study plus references to actual real life examples where appropriate.
This is not meant to be a highly technical lecture but rather to make tax staff aware of the manner in which share valuations are carried out, how share valuation can affect tax liabilities and how important it is to recognise factors and transactions which may have an important bearing on share valuation matters. Aimed at:- The course should appeal to anyone who deals with the tax affairs of family companies on a day to day basis and should be of particular relevance to the tax manager who is involved in medium term capital tax planning for such companies and their shareholders. TopA Framework For The Taxation Of Disposals
Objectives. To review the capital tax laws on disposals of business and personal assets within the UK and to consider reliefs and planning opportunities.
Course contents: · Occasions of charge: » Capital gains tax. » Inheritance tax. · Methods of computation. » Consideration. » Deductions. » Indexation. · The available reliefs: » Roll-over-relief. » Taper Relief » Hold-over reliefs » Reinvestment relief under the E.I.S. · Planning for business assets: » Ownership structure. » Property development deals. » Shares or assets? » Timing of disposals? » Use of pension reliefs? » Spreading wealth within families? · Personal assets: » Investment assets eg land. » Stocks and shares. » The main residence? » Foreign property. » Second homes. Summary:- A varied and broadly based course which covers several tax planning scenarios and looks at most of the major types of capital asset which can cause capital tax problems for clients in their lifetimes. PAYE & Schedule E Control visits..Objectives. To discuss and outline the reasons why PAYE investigations take place and to suggest the appropriate methods of dealing with the PAYE audit visit and/or a district Schedule E investigation.
Contents. The course includes several case studies from real life situations and reviews the progress of actual PAYE audit visits and settlements. Ø Historical context on PAYE investigations. Ø Preparing for the audit visit. Ø Who are the investigators? Ø Content of the audit visit. Ø Schedule E principles reviewed. Ø Payments subject to PAYE? Ø Is there an employment? Ø Categorisation problems? Ø The "assessable amount"? Ø Case studies. Ø Tips and Troncs. Ø Casuals and PAYE. Ø PAYE: interest & penalties. Ø Problem industries and trades.
Summary. The course is intended to take a practical approach to the question of PAYE visits and to outline the specific steps the advisor should take when preparing himself and his client for the inspection of business records and district Schedule E reviews.
Aimed at: The course should be of interest to all tax staff partners and managers and indeed anyone involved with the taxation of employees and directors benefits, especially those who are involved with the preparation of PAYE returns and P11D's. Top
Introduction to UK Group Relief .
Objectives.
To provide a thorough grounding in the law and practice relevant to the taxation of groups of companies within the UK.
Course content:
Ø What is a group? Ø Outline of tax reliefs for groups. Ø Why are groups formed? Ø What is a consortium? Ø Group relief for trading losses. Ø Surrenders of ACT. Ø Group income elections. Ø Capital gains tax for groups. Ø Company trading losses post FA 1991. Ø Recent case law on group taxation. Ø The impact of PAY & FILE? Ø Anti-avoidance legislation and tax planning? Ø When to form groups?
Aimed at:
The course will be of particular interest to tax managers and staff who are getting to grips with the group tax system for the first time. PE2 students should find it of particular relevance and the course content should also appeal to all tax partners and staff who enjoy a back to basics worked example type of approach.
Summary: This is not a course for the expert but is intended to give a good practical and technical foundation and refresher on the subject at a level which most general practitioners should find relevant. Duration: half day.
TopManaging And Marketing The Tax DepartmentObjectives To help practitioners to get the most out of their tax resources both internally by maximising their technical capabilities and externally by selling their services to existing and new clients.
Outline The tax department is probably one of the most expensive human resource areas of almost any accountancy or professional advisory practice yet it is often one of the most undersold and therefore may fail to realise its full fee potential.
This course is an attempt to highlight areas to which attention should be paid when trying to get the most out of a tax department.
Contents: Ø What resources are needed? Ø What level of technical ability? Ø What to expect from ex-Revenue staff? Ø Who should do what? Ø Methods of controlling work flow? Ø Post management in practice? Ø Planning the tax diary. Ø Critical times of the year? Ø Overlap with accounting functions? Ø What tax services are marketable? Ø What tax services do clients expect? Ø Tax educating the client base?
Summary: This course is not intended to lay down specific guidelines on how things should be done but instead suggests a few ideas which have worked in practice for different firms. It considers the critical tax functions within a firm with a few ways of improving overall control of workflow and therefore achieving better quality output from the tax department.
Top
Taxation For SolicitorsObjectives To outline tax law and practice relevant to solicitors and other legal professionals and to discuss the commercial and regulatory environment within which they are obliged to operate.
to consider what tax planning strategies are of particular application, and to offer solicitors a framework for dealing with taxation and identifying where it impacts on their own clients affairs.
PART I: Taxation principles. ¯ Principles of partnership taxation. ¯ Partnership agreements. ¯ Partners' expense claims etc. ¯ Rental income and interest payments. ¯ Partnership changes. ¯ Tax and "salaried" partners. PART II: The commercial environment. ¯ The work of solicitors. ¯ How solicitors are organised ¯ The regulatory framework PART II: Taxation for solicitors' clients ¯ Property transactions ¯ Matrimonial disputes. ¯ Wills & Estates. ¯ Commercial disputes ¯ Partnership dissolutions. ¯ Employment law.
Summary: The course reviews the tax affairs of solicitors together with some suggestions of tax planning points of particular relevance.
Aimed at: The course should be of use to anyone dealing with the tax affairs of solicitors; either as a solicitor themselves or as an adviser to a solicitor client. Top
Tax Errors—The Accountants' Top Forty
Objectives.
To outline and discuss how and why errors arise in tax computations on submission to the Revenue and to identify 40 specific examples of common errors and to suggest protective measures to avoid them.
Contents
Ø Accounts submission errors Ø Tax return errors. Ø Capital Gains Tax errors. Ø Inheritance tax errors. Ø Errors in correspondence? Ø Errors over the phone? Ø Errors in interviews?
Summary:
The course concentrates on the practical approach and uses real life examples wherever possible to illustrate the mistakes which arise most frequently. Tax departments can be one of the most profitable part of an accountants practice but they can also expose him to the most risk of client disapproval when errors occur. This course should help minimise those risks.
Aimed at: The course should be of interest to all tax staff and managers (even partners) who are involved on a day to day basis in the submission of information to tax offices. Anyone who thinks they can never make a mistake should not attend!
TopMaximising capital allowances:This course will provide an introduction to some of the more unusual areas of capital allowances law and practice and will complement and extend Capital Allowances - The Current regime. The course covers those areas not commonly encountered but which[may cause difficulty because of their unusual nature. Delegates will be given the opportunity to notify in advance areas of special interest.
Heavy industries. Ø Agricultural Buildings Ø Enterprise Zones and Industrial Buildings. Ø Mineral extraction & waste disposal. Ø Dredging and sea walls.
Modern technologies. Ø Patents and Know-how. Ø Scientific research allowances. Ø Computer Software Allowances
Unusual Businesses Ø Cemeteries and Crematoria. Ø Sports grounds and Stadia. Ø Shipping allowances and balancing charges. Ø Allowances for Rented Property.
Other Areas. Ø Claims by employees? Ø Individual Partners Capital Allowances claims. Ø Interaction of CGT and Capital Allowances Ø Problem areas and difficult situations
TopTax Aspects Of The Leisure Industry
Objectives
To review the tax planning opportunities and compliance problems of particular relevance to businesses operating in the leisure market. The course highlights the particular planning points of relevance to an industry which is property based, fast growing and very labour intensive. Aimed at:
This lecture is aimed chiefly at Accounting and tax staff and partners who have frequent dealings with clients in this industry and will be of particular interest to those likely to have to deal with Capital Gains tax planning and Income Tax and PAYE compliance matters.
Contents. Ø Capital tax planning. Ø Early years income tax planning. Ø Capital investment & tax reliefs. Ø Sports complexes, leisure and health clubs. Ø Tax treatment of lettings incomes. Ø PAYE compliance: casuals etc. Ø Holiday complexes and outdoor centres. Ø Planning for seasonal trades. Ø Review of specific tourism trades. Ø Members sports clubs etc. Ø Tax cases on tourist business. Ø Case studies. Summary. This is a wide ranging course covering issues of interest to the tax practitioner dealing with clients in leisure and tourist industries such as hotels, restaurants resort franchisees and similar activities.
TopA Non-Specialist Guide To Contentious Tax Areas
Objectives To help the non-tax member of staff identify and deal correctly with the most common tax problems likely to arise on any client's accounts or tax returns during the audit and accounts preparation process.
Outline: Accounts staff have extensive contact with the information which will form the basis of the tax computations, and in many cases are responsible for preparing those computations themselves. This course highlights those areas to which careful attention should be paid when accounts are being prepared, discusses the commonest causes of technical disputes with the Revenue, and gives hints on the presentation of information to the Inspector.
Contents Ø What is a tax computation? Ø What happens to it in the tax office? Ø What information do clients' records contain? Ø What should the technician look for? Ø The basics of the Schedule D1 computation. Ø Capital Versus Revenue expenditure? Ø Private and dual purpose expenses? Ø Schedule D Versus Schedule E expenses? Ø Provisions and reserves? Ø Methods of stock valuations. Ø Plant and machinery allowances? Ø Industrial/Agricultural buildings allowances? Ø The Self-Assessment new review procedures.
Summary: This course is not intended for the tax manager or partner but will probably be of interest to many of their staff. It should appeal to the tax or accounting technician or trainee and starts from first principles. The emphasis is however very much on practical examples and the course includes several real life case studies. TopCompliance Danger Zones
Objectives
To provide accounting and tax staff with guidance about the danger areas in tax compliance work and to suggest ways in which preventative measures can be designed into their working procedures.
Outline:
The course is intended to show which areas of the small and medium sized business clients' affairs are the commonest source of compliance failures and to suggest ways in which these danger zones can be identified and avoided as an integral part of every day working procedures.
Content:
Ø PAYE compliance Ø VAT compliance Ø NIC compliance Ø Accounts investigations. Ø Capital taxes. Ø Checklists for prevention. Ø Case studies in failure.
Summary:
Nobody can design a completely secure compliance prevention system and there is no protection against the foolhardy client who thinks he can beat the system. This course should however provide the technician and staff member with some checklists to work to and also highlight some of the danger signs which can often identify potential problems early on before it is to late.
TopTax Forms: Getting Them Right
Objectives The junior members of staff are often given the task of completing large number of tax forms in bulk. other more detailed cases are given to more senior members of staff. Whoever completes tax forms should find this course of interest. It aims to review all the principle tax forms and discusses the particular problems they present.
Outline: The course discusses the occasions on which various tax forms have to be submitted, highlights the problems and difficulties each form can cause, and discusses practical examples in particular situations for each case.
Content: Ø Straightforward Tax returns? Ø Corporation Tax returns; Pay & File? Ø Forms P11D Ø PAYE Year End returns. Ø Notification forms: 41G etc. Ø Tax Appeals and Postponement notices. Ø Forms CT61Z Ø Herd basis elections? Ø Non-residency forms? Ø Pension relief forms. Ø Forms 15 and 17: (Independent taxation). Ø R185's. Ø Ill health Retirement Relief forms? Ø Continuation elections and revocations. Ø Rebasing elections.
Summary: The course is aimed at anyone who has to fill in tax forms on a regular basis and will therefore probably be of interest to all tax and accounts staff.
|
|
|
