TaxAid videos – Be ready for clients with tax problems

June 30th saw the closure of HM Revenue & Customs’ (HMRC) last enquiry centres and the launch of their new nationwide telephony and mobile face-to-face service for those who “need extra support” in dealing with their tax affairs.

Taxpayers and Tax Credit claimants may contact Citizens Advice and other advice providers, so it is critical that front-line advisers know how and where to signpost clients. There is a risk of people incurring unnecessary penalties and wasting appeal opportunities – so it is essential to get it right! Signposting, together with contact numbers for HMRC, is explained in the Voluntary Sector Guidance and HMRC’s explanatory leaflet. Rightclick on the links to download or open the PDF documents.

TaxAid training film to explain and illustrate how to recognise which clients can be helped by HMRC and those needing calculations, independent advice or in dispute with HMRC who require TaxAid.

The training films are free and will continue to be accessible on our website www.taxaid.org.uk

Contact: rosina@taxaid.org.uk for more information.

Film 1 – The basics of signposting

ta1Learn the basics of how to sign post a client to the appropriate place be it HMRC, a tax charity or paid for professional advice.
Film 1

Film 2 – Can HMRC help?

ta2Know when is best to send a client to HMRC and the services they provide.
Film 2

Film 3 – Can the two tax charities help?

ta3When is it necessary to send a client to TaxAid or Tax Help For Older People? Find out here.
Film 3

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