HMRC Income Tax Investigation (Section 9a)

HMRC Income Tax Investigation
(Section 9a)

Need HMRC Income Tax Investigation Help?

If you’re the subject of an HMRC income tax investigation and need expert advice, we can help.

Our tax investigation specialists can recommend a variety of strategies and resources that can be used to relieve the stress you’re experiencing and bring an open Section 9a investigation to a close. These include:

Manage all interactions with HMRC on your behalf, meaning that you’ll have no direct contact with HMRC regarding your tax investigation.

Appeal income tax assessments, penalties and interest that HMRC may seek to charge when concluding the case.

Represent you at First-Tier Tax Tribunal, should the appeal need to go to court.

Aiming to settle the matter without needing to go to court in the first instance, using Alternative Dispute Resolution.

Book Your Free Initial Consultation

Get in touch below to arrange your free initial consultation with a tax investigation specialist:

Need HMRC Income Tax Investigation Help?

Book Your Free Initial Consultation

Get in touch below to arrange your free initial consultation with a tax investigation specialist:

If you’re the subject of an HMRC income tax investigation and need expert advice, we can help.

Our tax investigation specialists can recommend a variety of strategies and resources that can be used to relieve the stress you’re experiencing and bring an open Section 9a investigation to a close. These include:

• Manage all interactions with HMRC on your behalf, meaning that you’ll have no direct contact with HMRC regarding your tax investigation.

• Appeal income tax assessments, penalties and interest that HMRC may seek to charge when concluding the case.

• Represent you at First-Tier Tax Tribunal, should the appeal need to go to court.

• Aiming to settle the matter without needing to go to court in the first instance, using Alternative Dispute Resolution.

Firstly, What Is An Income Tax Investigation?

When HMRC wants to check that someone’s tax affairs are in order, it will usually do so using a Section 9a enquiry – commonly referred to as an income tax investigation.

Section 9a enquiries usually aren’t undertaken at random; HMRC usually conducts an income tax investigation because it believes that there may have been an underpayment of tax.

If you’ve received a notification from HMRC, informing you that you are under investigation then seek professional help as soon as possible. At T M Sterling we offer a free initial consultation, so this may be a good place to start – we can detail your options and identify a solid plan of action moving forwards.

What Is An HMRC Income Tax Investigation?

When HMRC wants to check that someone’s tax affairs are in order, it will usually do so using a Section 9a enquiry – commonly referred to as an income tax investigation.

Section 9a enquiries usually aren’t undertaken at random; HMRC usually conducts an income tax investigation because it believes that there may have been an underpayment of tax.

If you’ve received a notification from HMRC, informing you that you are under investigation then seek professional help as soon as possible. At T M Sterling we offer a free initial consultation, so this may be a good place to start – we can detail your options and identify a solid plan of action moving forwards.

What If I Know That I Have Tax Irregularities?

If HMRC is investigating your finances and you know that you have irregularities in your taxes, this should be addressed with the help of a professional.

Income tax enquiries can quickly snowball into investigations, covering more tax years and more types of tax. HMRC has the power to go back up to 20-years when trying to uncover tax issues in certain circumstances. A tax investigation specialist will be able to manage the situation and recommend the best way of dealing with the issues. For example, we’re able to secure immunity from criminal prosecution if we feel that this is needed.

If you’re concerned about criminal prosecution, or simply need to know your options, please contact us for a free, no-obligation consultation.

What If I know That I Have Tax Irregularities?

If HMRC is investigating your finances and you know that you have irregularities in your taxes, this should be addressed with the help of a professional.

Income tax enquiries can quickly snowball into investigations, covering more tax years and more types of tax. HMRC has the power to go back up to 20-years when trying to uncover tax issues in certain circumstances. A tax investigation specialist will be able to manage the situation and recommend the best way of dealing with the issues. For example, we’re able to secure immunity from criminal prosecution if we feel that this is needed.

If you’re concerned about criminal prosecution, or simply need to know your options, please contact us for a free, no-obligation consultation.

Income Tax Investigations: The First-Tier Tax Tribunal 

The First-Tier Tax Tribunal is an independent court that we routinely use to overturn decisions made by HMRC. Approaching the First-Tier Tax Tribunal can offer an effective course of action during and following an income tax investigation.

For example, if you have cooperated with HMRC throughout your income tax investigation, but HMRC has shown little willingness to bring matters to a conclusion, it may be appropriate to make a closure notice application to the First-Tier Tax Tribunal.

If successful, this would require HMRC to bring your case to a conclusion within a specified time period.

The First-Tier Tax Tribunal can also be used to appeal tax assessments that may have been raised by HMRC following the conclusion of an income tax investigation. This takes the final decision out of HMRC’s hands and could see your income tax assessment(s), penalties and interest charges dismissed.

Income Tax Investigations: The First-Tier Tax Tribunal

The First-Tier Tax Tribunal is an independent court that we routinely use to overturn decisions made by HMRC. Approaching the First-Tier Tax Tribunal can offer an effective course of action during and following an income tax investigation.

For example, if you have cooperated with HMRC throughout your income tax investigation, but HMRC has shown little willingness to bring matters to a conclusion, it may be appropriate to make a closure notice application to the First-Tier Tax Tribunal.

If successful, this would require HMRC to bring your case to a conclusion within a specified time period.

The First-Tier Tax Tribunal can also be used to appeal tax assessments that may have been raised by HMRC following the conclusion of an income tax investigation. This takes the final decision out of HMRC’s hands and could see your income tax assessment(s), penalties and interest charges dismissed.

What Information Do I Need When Undergoing An Income Tax Investigation?

Firstly, just because HMRC asks for information, it doesn’t mean that you should necessarily provide it. Information and documents generally fall into two categories: statutory and non-statutory.

Statutory information is that which you are required to provide by law, and can be legally demanded by HMRC. Non-statutory information is that which the law doesn’t require you to provide, but would simply be of interest to HMRC – you are not required to provide this.

However, to defend your position, you’ll want to have as much information to hand as possible. This commonly includes details of income and expenditure – such as purchase invoices, sales invoices and bank account statements.

It goes without saying that the more information you have, the stronger your position will be. Having access to detailed and accurate information will greatly assist you or your adviser in successfully defending against an investigation.

To discuss the information that you have available, or information that HMRC has requested, please contact us for a free, no-obligation consultation.

We Can Help You: Expert Advice…

We help clients just like you to overcome all manner of complex tax problems – such as defending against HMRC income tax investigations.

During your free initial consultation, our specialists will build an understanding of your case and formulate a strong plan of action to resolve the issues you’re facing.

Free consultations are offered on a first-come-first-served basis. Please call us now: 01656 508461 or click the button below to book a call.

Tax Investigation Help

What Information Do I Need When Undergoing An Income Tax Investigation?

Firstly, just because HMRC asks for information, it doesn’t mean that you should necessarily provide it. Information and documents generally fall into two categories: statutory and non-statutory.

Statutory information is that which you are required to provide by law, and can be legally demanded by HMRC. Non-statutory information is that which the law doesn’t require you to provide, but would simply be of interest to HMRC – you are not required to provide this.

However, to defend your position, you’ll want to have as much information to hand as possible. This commonly includes details of income and expenditure – such as purchase invoices, sales invoices and bank account statements.

It goes without saying that the more information you have, the stronger your position will be. Having access to detailed and accurate information will greatly assist you or your adviser in successfully defending against an investigation.

To discuss the information that you have available, or information that HMRC has requested, please contact us for a free, no-obligation consultation.

We Can Help You: Expert Advice…

Tax Investigation Help

We help clients just like you to overcome all manner of complex tax problems – such as defending against HMRC income tax investigations.

During your free initial consultation, our specialists will build an understanding of your case and formulate a strong plan of action to resolve the issues you’re facing.

Free consultations are offered on a first-come-first-served basis: please contact us for a free, no-obligation consultation with our appeals experts, or click the button below to call us now.

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