EIS Claim Form

Hi All, was wondering if anybody has completed and returned the EIS tax relief form to HMRC? I’ve just taken a look and I am slightly confused. I invested in April 2019, but understand I can file the return up to 5 years post this - is this correct? Any help would be greatly appreciated. Many thanks in advance

You can claim relief for the 18-19 or 19-20 tax year.

You can file this any time within 5 years…but can only file it against the years mentioned above.

The easiest way to get the relied is just add it to your self assessment.

Perfect - thanks, Richard. Do you know if I am able to go in to my HMRC 19/20 tax return and edit it to reflect the investment?

Yes you can. Just log on to the self assessment and amend your return. You can add a new section with the EIS section on.

HMRC will then send you a refund within a week or so.

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Great, I’ve submitted the return. Thanks a lot for your help, Richard! Have a good day

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