Letters to HMRC & personal tax templates

Ready-worded letters to HMRC – tax code queries, refunds, penalty appeals, time to pay, complaints, disclosures and personal tax checklists.

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18 documents

Letters to HMRC & personal tax templates

Ready-worded letters to HMRC – tax code queries, refunds, penalty appeals, time to pay, complaints, disclosures and personal tax checklists.

One price for the whole category

All 18 HMRC letter & personal tax documents for £29

Buy the pack once and get every document below as an editable Word file, with guidance notes to help you adapt each one.

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All 18

Letters 16

Forms & records 2

Letters

Ready-worded and ready to send

Letter Authorising an Agent or Family Member to Deal with HMRCA letter of authority allowing an accountant, adviser, friend or relative to speak to HMRC on your behalf – with guidance on online agent authorisation, the 64-8 form, Trusted Helper and Lasting Power of Attorney, and a letter withdrawing authority.4 pagesRead more ›Self Assessment Registration, Notification and Request to Leave Self AssessmentGuidance and letters for joining and leaving Self Assessment – who needs to register, the 5 October deadline, notifying chargeability for untaxed income, asking HMRC to withdraw a notice to file, and closing a Self Assessment record when you stop trading or letting.5 pagesRead more ›Tax Code Query and PAYE Overpayment Refund LettersGuidance on checking your tax code, with letters to query an incorrect tax code, report benefits or other income, claim a PAYE refund after leaving work or for overpaid tax, query a P800 calculation and ask for an underpayment to be collected through your tax code.5 pagesRead more ›Claiming Personal Tax Reliefs – Marriage Allowance, Pension, Gift Aid and Work ExpensesA checklist of commonly missed personal tax reliefs with letters to claim higher-rate relief on personal pension contributions and Gift Aid donations outside Self Assessment, backdate Marriage Allowance, and claim employment expenses and professional subscriptions – with time limits.6 pagesRead more ›Overpayment Relief Claim Letter (Schedule 1AB Taxes Management Act 1970)A formal claim for repayment of tax overpaid through an error in a Self Assessment return or assessment, using the statutory overpayment relief procedure – with the required contents, time limit, the exclusions HMRC will apply, and a supporting schedule.4 pagesRead more ›Time to Pay Arrangement Request with Income and Expenditure StatementHow to ask HMRC for time to pay a tax bill in instalments – online self-serve limits, what HMRC will ask, a request letter or call script, a personal income and expenditure statement, a payment proposal and what happens if you miss a payment.4 pagesRead more ›Penalty Appeal Letter – Reasonable Excuse for Late Filing, Late Payment or MTD Penalty PointsHow to appeal an HMRC penalty – what counts as a reasonable excuse, special circumstances, the 30-day time limit and late appeals – with appeal letters for late filing penalties, late payment penalties and Making Tax Digital penalty points, and an evidence checklist.5 pagesRead more ›Disputing an HMRC Decision – Statutory Review Request and Tribunal Appeal GuideHow to challenge an appealable HMRC decision – the 30-day time limit, appealing to HMRC, accepting or requesting a statutory review, notifying the First-tier Tribunal, postponing payment, alternative dispute resolution – with letters and a decision tracker.5 pagesRead more ›HMRC Complaint Letters – Tier 1, Tier 2 and the AdjudicatorHow to complain about HMRC’s service – delays, mistakes, poor advice, rudeness or failure to reply – through HMRC’s two-tier complaints process and then the Adjudicator’s Office, with letters for each stage and a claim for costs and compensation.5 pagesRead more ›Responding to an HMRC Compliance Check or Enquiry into Your Tax ReturnA guide and letters for responding to an HMRC compliance check – enquiry opening letters, informal requests and formal information notices, what HMRC can and cannot ask for, time limits, asking for more time, protecting privileged material, meetings, closure notices and settlement.5 pagesRead more ›Voluntary Disclosure to HMRC – Covering Letter and Preparation ChecklistA guide and covering letter for telling HMRC about undeclared income or gains – choosing the right route (Digital Disclosure Service, Let Property Campaign, Worldwide Disclosure Facility), notification and the 90-day window, calculating tax, interest and penalties, behaviour categories, time limits and paying what is due.4 pagesRead more ›Replying to an HMRC “Nudge” or Campaign Letter – Offshore, Online Platforms and CryptoassetsHow to respond to an HMRC “one to many” or nudge letter based on data from overseas tax authorities, online selling platforms or cryptoasset exchanges – checking the position, the Certificate of Tax Position, explaining that everything has been declared, or moving to a disclosure – with reply letters.5 pagesRead more ›Dealing with HMRC After a Death – Personal Representative Letters and ChecklistA checklist and letters for executors and administrators dealing with the deceased’s tax – Tell Us Once, the tax position to the date of death, PAYE refunds, final Self Assessment return, estate income during administration, Inheritance Tax deadlines and forms, and asking HMRC for clearance.6 pagesRead more ›Making Tax Digital for Income Tax – Readiness Checklist and Exemption Request LetterA readiness checklist for sole traders and landlords – who is within Making Tax Digital and when, qualifying income, software, digital records, quarterly updates and the final declaration, penalty points and the first-year concession – with a letter asking HMRC for a digital exclusion exemption.4 pagesRead more ›High Income Child Benefit Charge – Checklist, Calculation and LettersA guide to the High Income Child Benefit Charge – the £60,000 to £80,000 taper, adjusted net income, reducing it with pension contributions and Gift Aid, opting out of payments while keeping National Insurance credits, paying through PAYE or Self Assessment – with letters to stop or restart payments and to appeal a charge.4 pagesRead more ›Subject Access Request to HMRC and Change of Personal Details LettersLetters to request copies of the personal information HMRC holds about you, notify a change of address, name or marital status, report a lost or stolen National Insurance number, and update bank details for repayments – with guidance on what to include and how to protect yourself from tax scams.4 pagesRead more ›

Forms & records

Collect and record information

Capital Gains Tax on UK Property – 60-Day Reporting Checklist and Gain CalculationA checklist and worksheet for selling a UK residential property that is not fully covered by Private Residence Relief – who must report, the 60-day deadline, working out the gain, allowable costs, reliefs, CGT rates, payment, and including the disposal in the Self Assessment return.4 pagesRead more ›Self Assessment Deadlines, Payments on Account and Personal Tax Records ChecklistA personal tax calendar and checklist – Self Assessment deadlines, payments on account and how to reduce them, the balancing payment, penalties for late filing and late payment, what records to keep and for how long, and a year-end information checklist for your accountant.4 pagesRead more ›

Letters to HMRC & personal tax pack

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Editable Word files
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Credit control policy

Set your payment terms, credit limits and collection process.

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First payment reminder letter

A friendly reminder when an invoice becomes overdue.

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Final demand letter

A firm final request before taking further action.

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Late payment interest and compensation letter

Claim statutory interest and compensation on late commercial payments.

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Payment plan agreement

Agree instalments with a customer who is behind on payments.

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Customer credit application form

Collect the details you need before offering credit.

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Expenses policy

Explain what staff can claim and how to claim it.

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Financial procedures manual

Document how money is handled, approved and recorded in your business.

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All 18 documents in this category come together as one pack for £29. Templates are a starting point – for anything complex or high-value, we recommend having your final document checked by a solicitor.

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Need an accountant too?

Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.

Visit AML Accountancy Solutions

Accounts Tax compliance and planning Bookkeeping and VAT Payroll and CIS Cloud accounting software Business growth and planning

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Letters to HMRC & personal tax templates

Letters to HMRC & personal tax templates

All 18 HMRC letter & personal tax documents for £29

Letters

Forms & records

Credit control policy

First payment reminder letter

Final demand letter

Late payment interest and compensation letter

Payment plan agreement

Customer credit application form

Expenses policy

Financial procedures manual

Your documents in three steps

Need a document written for you?

Need an accountant too?

Get everything for one yearly price

Documents All-Access

Complete Bundle

Need an accountant too?

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