HMRC Disclosures & Enquiries
Structured support when tax needs correcting or HMRC makes contact
Careful assistance understanding the issue, meeting relevant deadlines and presenting a clear, supportable tax position.
Contact
Early clarity helps protect the position.
An HMRC letter or an identified omission can feel urgent and uncertain. The right first step is to establish what has happened, which tax years are affected, what HMRC has actually requested and what evidence is available. Sat Tax takes a measured, fact-led approach.
How we can help
Support for disclosures and HMRC correspondence
Voluntary disclosures
Assistance considering the appropriate route and preparing calculations and explanations for tax that may need correcting.
HMRC enquiries
Support reviewing enquiry notices, information requests and the factual or technical issues HMRC has raised.
Record and evidence review
Organisation of relevant documents and reconciliation of figures so submissions can be supported consistently.
Correspondence support
Preparation or review of clear responses, with deadlines, unresolved points and client responsibilities kept visible.
Typical circumstances
Situations where timely advice matters
Income or gains from an earlier tax year may have been omitted or reported incorrectly.
HMRC has opened an enquiry into a return or asked for supporting information.
A letter includes a response deadline and it is unclear what documents should be provided.
Several years or income sources are involved and the correction route needs to be established.
Our approach
A clear and controlled process
Understand the position
We review the correspondence or identified issue, confirm deadlines, tax years, available records and what remains uncertain.
Review and prepare
Calculations and evidence are assembled, the relevant correction or response route is considered and queries are resolved where possible.
Explain and complete
The proposed submission or correspondence is explained for approval, with any limitations and ongoing obligations identified.
Information that may be needed
Good information supports a defensible result.
HMRC work should be based on accurate, relevant evidence. Information requests are considered in context so responses are complete without becoming unnecessarily broad.
- All relevant HMRC letters and notices
- Returns, computations and payment records for affected years
- Underlying income, disposal or transaction records
- Previous adviser correspondence where relevant
- A timeline explaining key events and discoveries
- Evidence supporting estimates, assumptions or corrective calculations