Tax Payment Reminder and HMRC Payment Instructions Letter

One clear letter telling a client exactly what tax to pay, by when, with the right HMRC payment reference – plus a payment reference guide, a can’t-pay option and a fraud warning.

Editable Word document
6
10pages
Guidance notes included
aml consultancy solutions

Accountancy practice – client documents

Tax Payment Reminder and HMRC Payment Instructions Letter

About this document

What it’s for

A payment reminder for any tax a client pays directly to HMRC – Self Assessment, corporation tax, VAT, PAYE and CIS, or capital gains tax on UK property – with clear payment instructions, the correct reference format, how long each payment method takes, and what to do if they cannot pay in full.

When to use it

  • Two to four weeks before a tax payment is due
  • When a client has missed a payment and interest is running
  • When a client asks how to pay HMRC

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  • How the amount is made up
  • How to pay
  • If you cannot pay in full
  • Protect yourself from fraud

How to complete it

  • Choose the Option for the tax concerned and delete the others
  • Copy the payment reference exactly from HMRC’s notice or online account
  • Check HMRC’s bank details on gov.uk every time – never from an old letter

Key points to check

  • Current late payment interest rate and penalty dates
  • Whether the client already pays by Direct Debit or has a payment plan

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

Accountancy practice – client documents

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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