Monday, 5 September 2016

Making Tax Digital - it's your time to talk


HMRC have had a busy few weeks publishing 7 major documents surrounding the Making Tax Digital initiative, and asking individuals affected to participate and share their views in response to the consultations.
 
The aim of Making Tax Digital is to simplify record keeping and digitise tax reporting for businesses and individuals so that taxpayers will be able to see their complete financial picture in one digital account.
 
However, there has been huge speculation around what changes will actually mean, particularly for small businesses – in fact a recent study of over 350 accountants showed that almost 91% fell that there is not enough information about the initiative in circulation, with over a quarter advising that without more details they couldn’t testify to being particularly for or against the reform.
 
Ambiguous and misleading claims have been circulating since plans were mooted in the 2015 Budget, with the biggest concern being that changes would lead to the need for quarterly tax returns instead of the mandatory annual submission now in place. Advocates allege this to be especially unfair when the aim of the programme is to eliminate the whole concept of a big, difficult end of year return.
 
Here’s what we do know for certain:
 
-      Digital record-keeping will be required: From 2018 most businesses, sole traders and landlords will need to start using software to keep records and update HMRC quarterly - or more often, if they wish.
 
-      HMRC won’t be offering software: By 2020 HMRC will not provide any interface or software for filing tax updates. Third party software will be a requirement (and HMRC is ensuring free options will be available).
 
-      Those below £10,000 won’t have to switch: Those with an income below £10,000 will not be required to use the new system. A transitionary approach is proposed for businesses just above £10,000, but what thresholds will be used has not yet been declared.

Plus HMRC have have issued their own "myth buster" guide below:





The hope is that you’ll be more aware of your tax position and therefore able to communicate with HMRC by using the software to better manage and report your business finances. Plans would also see HMRC make greater use of information already held in other workstreams - such as from banks and pension providers – thereby creating a more cohesive database of info and (hopefully) reducing the burden of requests on individual taxpayers.


Claims that HMRC plans a new penalty system or ways of paying your tax are apparently embellished as they are still consulting on options, and changes will require ministerial and even Parliamentary approval before happening (if they ever happen).

In reality though we won’t know for sure for some time, as much is still up for consideration and the consultations don’t close until 7th November, and the plan itself is being gradually rolled out as below from now until 2020:


As with any reform – like the introduction of RTI PAYE and digital VAT returns – we’ll continue to review changes, adopt our procedures accordingly and advise our clients on how to be the most tax efficient.


Further info as issued by HMRC - including links to the consultations, and events and webinars where you can voice your thoughts - can be found below:

https://www.gov.uk/government/collections/making-tax-digital-consultations

https://www.gov.uk/government/news/webinars-and-events-for-making-tax-digital


As always, our accounts team are on hand at 01785 248 939 if you have further questions about tax planning.








Catherine McDonald
Business Development and Marketing Coordinator

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