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Updates: Business Income Manual

2024

20 December 2024 published amendments

Transitional rules: treatment of losses arising from deduction of overlap profits from transition profits

Changes made to clarify that the extension of losses being treated as terminal losses does not interfere with the availability of utilising losses under the normal trade loss relief rules such as s64 etc. "2022" also added to Example 18 for clarity

4 December 2024 published amendments

Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: contents

This page has been archived as the content is now reflected in the Partnership manual

Partnerships - loss relief restrictions: contents

This page and relevant sub pages have been archived as the content is now reflected in the Partnership manual

Businesses: mergers and demergers: contents

This page has been archived as the content is now reflected in the Partnership manual

Partnerships - computation and assessment: contents

This page has been archived as the content is now reflected in the Partnership manual

Partnerships: Limited and Limited Liability Partnerships (LLP): contents

Page archived as page has been moved to the Partnership manual

Partnerships - general notes: contents

This page and sub-pages have been archived as they duplicate content contained in the Partnership manual

1 November 2024 published amendments

Specific deductions: staffing costs: transfer of assets at under value to employees

Page updated to provide a link to deductions available for employee share schemes.

30 October 2024 published amendments

Specific deductions: travel and subsistence: cars - restriction of hiring costs: hire periods beginning on or after 1/6 April 2009: scope

Guidance for new interpretation on double cab pickups (DCPU). On 19 February 24 the government announced intent to legislate for DCPUs to be treated as goods vehicles. Legislation will now not be introduced per Autumn Budget 24.

Cash basis: expenses: capital expenditure

Guidance updated to include a reference to CA23510 for guidance on the meaning of car.

25 September 2024 published amendments

Transactions in land: Overview

Clarifying when non-UK residents come within the charge to tax to be consistent with wording used in other GOV.UK guidance pages

Profits from a trade of dealing in or developing UK land: Profit attributable to period before intention to develop formed

Clarifying when non-UK residents come within the charge to tax to be consistent with wording used in other GOV.UK guidance pages

Disposals of property deriving its value from land

Clarifying when non-UK residents come within the charge to tax to be consistent with wording used in other GOV.UK guidance pages

Profits from a trade of dealing in or developing UK land: Period in which the gain is taxed

Clarifying when non-UK residents come within the charge to tax to be consistent with wording used in other GOV.UK guidance pages

9 May 2024 published amendments

Farming losses: let-out for long term ventures

Change made to ensure there are two requirements which have to be met.

1 May 2024 published amendments

Care providers: qualifying care relief: shared lives carers: examples

Changed amounts to update them for 2023-24 tax year.

13 March 2024 published amendments

28 February 2024 published amendments

Farming: Basic Payment Scheme (BP): Tax Treatment/Basic Charge

Full page needed changed to change in farming subsidies, now providing up to date information.

Farming: Basic Payment Scheme (BPS): Overview/Explanation of Terms

Full page changed with up to date information on the BPS replacing SPS. All areas needed changing.

Farming: De-linked Payments: Tax Treatment/Basic Charge

Full page to be changed due to the change in the farming payments and subsidies.

Farming: Basic Payment Scheme: Phasing Out of BPS: De-linked Payments

Full page to be changed, due to change in Payments to farmers and subsidies.

Farming: Phasing Out the Basic Payment Scheme (BPS):

Full page to be changed to change in farming subsidies.

Farming: Basic Payment Scheme: Accountancy Treatment

Full page redrafted due to change in the farming subsidy.

Farming: Basic Payment Scheme: Leasing / Farming Stock Valuation

Full page needed to be changed due to change in farming subsidy.
Now up to date information.

Change to include reference to the PIM.

Farming: Basic Payment Scheme: Expenses/Deductions

Full page to be changed to the change in farming subsidy. Now up to date information.

Farming: Basic Payment Scheme: Delinked Payments: contents

Change to Titles
Complete change to Titles for each page to bring up to date regarding the Farming subsidies.

2023

20 September 2023 published amendments

Specific receipts: insurance and other commission: computation of profits

Edited to include paras 6 and 17, which were mentioned in the previous extract (paras 11-16) but not quoted.

6 July 2023 published amendments

Specific deductions: employee share schemes: providing shares to employees: qualifying shares: cash cancelled and net settled share options

New manual page created as a landing page for a new section on cash cancelled/net settled share options

Specific deductions: employee share schemes: providing shares to employees: qualifying shares: cash cancelled and net settled share options: deductions allowable

New page describing deductions available for cash cancelled/net settled share options

New page describing deductions available for cash cancelled/net settled share options

Specific deductions: employee share schemes: providing shares to employees: qualifying shares: cash cancelled: examples

New page giving examples of tax treatment of cash cancelled share options.

Specific deductions: employee share schemes: providing shares to employees: qualifying shares: net settled examples

New page providing examples of tax treatment of net settled share options.

4 July 2023 published amendments

23 May 2023 published amendments

10 May 2023 published amendments

Wholly and exclusively: contents

Tidied up contents page to match the (better) format of the capital/revenue section. Only contents pages for each subsection, to prevent pages within each subsection also appearing at the same "level" as the contents page itself.

24 April 2023 published amendments

Sub-postmasters: how chargeable

Text modified to reflect withdrawal of the extra statutory concession from 5/4/2019.

7 March 2023 published amendments

Computation of liability: contents

Added warning about new rules plus a link.

Computation of liability: basis periods - commencement years

Added warning and link to new rules

2022

21 December 2022 published amendments

Receipts: general: foreign exchange gains and losses

Changes to first para. Autumn 2022 review.

7 December 2022 published amendments

Stock: valuation: lower of cost and net realisable value: cost

change of paragraphs

Stock: valuation: lower of cost and net realisable value: net realisable value

1st and last paragraphs

Stock: valuation: net realisable value: use of formulae, slow moving stock, acceptable accuracy

1st paragraph

Stock: valuation: stock provisions

1st paragraph

Stock: valuation: valuing construction contracts

all

Stock: valuation: mark to market or marking to market

FRS 105 Section 27 Specialised Activities requires agricultural produce to be measured under the cost model.

Stock: valuation: professional work-in-progress: general principles

last part added

Stock: valuation: depreciation in stock

Change tittle and last part

Stock: valuation on discontinuance of business: when acquired as part of the acquisition: accountancy treatment

Review Autumn 2022

Business successions: introduction

Autumn 2022 review

Business successions: accounting: business combinations and goodwill

Autumn 2022 review

Business successions: accountancy treatment of consideration

Autumn 2022 review

Business successions: provisions made on acquisition

Autumn 2022 review

Business successions: example of an acquisition

Autumn 2022 review

Change of basis of computing taxable profits: what are invalid and valid basis?

Autumn 2022 review

Change of basis of computing taxable profits: accounting policy changes: has there been a change?

Autumn review 2022

Change of basis of computing taxable profits: accounting policy changes: FRS 102 Section 10

Autumn 2022 review. Change on title

Capital/revenue divide: computer software: Tax Bulletin article

Autumn 2022 review

Foreign exchange: exchange rate for accounts purposes

Review Autumn 2022

Foreign exchange: business uses the ‘offset method’

All

Foreign exchange: foreign currency accounts

Autumn 2022 review

Receipts: general: recognition of incomings

Autumn 2022 review

Receipts: general: when are they earned?

Autumn review 2022

Receipts: general: anticipation of profits

Autumn 2022 review

Specific receipts: refunds of sums paid as VAT: the starting point for the direct tax analysis

Autumn 2022 review

Specific receipts: hire-purchase: accountancy and tax treatment

Autumn 2022 review

Specific receipts: insurance and other commission: acceptable accountancy treatment for computing profits

Autumn 2022 review

Specific receipts: reverse premiums: timing of the receipt: the normal case

Autumn 2022 review

Deductions: timing: date allowable

Autumn 2022 review

Removed unnecessary quotation marks

Specific deductions: employee benefit trusts: general-purpose EBTs: deductions for employers’ contributions: timing of deductions

Autumn 2022 review

Specific deductions: hire purchase: accountancy treatment

Autumn 2022 review

Specific deductions: losses: foreign exchange gains and losses

Autumn 2022 review

Specific deductions: provisions: accounting standards and GAAP

Autumn 2022 review

Specific deductions: provisions: accounting standards and GAAP: when a provision can be made

Autumn 2022 review

Specific deductions: provisions: accounting standards and GAAP: quantification

Autumn 2022 review

Specific deductions: provisions: accounting standards and GAAP: contingencies

Autumn 2022 review

Specific deductions: provisions: accounting standards and GAAP: unacceptable provisions

Autumn 2022 review

Specific deductions: provisions: accounting standards and GAAP: onerous contracts

Autumn 2022 review

Autumn 2022 review

Specific deductions: provisions: examples of the effect of GAAP

Autumn 2022 review

Specific deductions: provisions: allowability for tax: accuracy

Autumn 2022 review

Specific deductions: provisions: risk assessment: approach

Autumn 2022 review

Specific deductions: staffing costs: redundancy payments: timing of deductions

Autumn 2022 review

Builders, property dealers & developers: income recognition: retentions

Review Autumn 2022

Farming: timing of recognition of grants and subsidies

Autumn 2022 review

Farming: stock valuation: General Principles Helpsheet 232

Autumn 2022 review

Cash basis: expenses: capital expenditure: Financial Assets

Autumn 2022 accountancy review

11 November 2022 published amendments

Specific deductions: employee share schemes: incidental costs of running schemes

Amended to include guidance on the deduction of employers' NICs

2 November 2022 published amendments

Meaning of trade: general: importance of risk

Rewrite of the page to bring it up to date with Court of Appeal decision in Eclipse 35.

26 October 2022 published amendments

Farming losses: loss considered is loss incurred in year to 5 April

Brought example up to date with more relevant years.

6 October 2022 published amendments

4 March 2022 published amendments

Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Businesses transferred to the partnership: Examples

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: overview

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: contents

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Who is a non-individual partner?

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: When do the rules apply?

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Condition X

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Condition Y

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Appropriate notional profit

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: The appropriate notional return on capital

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: The appropriate notional consideration for services

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Appropriate notional consideration for services: restriction

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: The power to enjoy

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Condition Y: Power to enjoy: Arrangements to secure corporation tax rather than income tax treatment

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Condition Y: Power to enjoy: Connected parties

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Condition Y: Power to enjoy: Enjoyment conditions

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Condition Y: Is the profit share influenced by the power to enjoy?

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Relevant tax amount

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Reallocations: individuals

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Reallocations: non-individuals

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Payments by the non-individual out of its reallocated profit share

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Interaction with AIFM deferral arrangements

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Anti-avoidance

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Particular Issues

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Businesses transferred to the partnership

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Takeover of the LLP

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Private equity investment

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Share issues

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Pseudo share schemes/membership benefit schemes

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: International structures

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess profit allocation: Commencement

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess loss allocation

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess loss allocation: When do the restrictions apply?

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess loss allocation: the effect of the restrictions?

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: Excess loss allocation: Transitional Provisions

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Business Income Manual: Computing the amount to assess: Mixed Membership Partnerships: contents

Links to the mixed membership content has been archived. The current guidance can now be found in the Partnership Manual from PM213000 onward.

3 March 2022 published amendments

Tax year basis and transitional rules: contents

Updating contents

Updating contents

Removing while linked pages are published

Restarting contents

Adjusting links

Computation of liability: contents

Added link to transitional rules

Updating contents

2 March 2022 published amendments

Business Income Manual: recent changes

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Business Income Manual: recent changes

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Business Income Manual: recent changes

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Business Income Manual: recent changes

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Business Income Manual: recent changes

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Business Income Manual: recent changes

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Business Income Manual: recent changes

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Business Income Manual: recent changes

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Business Income Manual: recent changes

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Business Income Manual: recent changes

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Business Income Manual: recent changes

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Business Income Manual: recent changes

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Business Income Manual: recent changes

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Business Income Manual: recent changes

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Business Income Manual: recent changes

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Business Income Manual: recent changes

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Business Income Manual: recent changes

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Business Income Manual: recent changes

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Business Income Manual: recent changes

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Business Income Manual: update index

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25 February 2022 published amendments

Cash basis: receipts: overview

Reinstatement of correct page

2021

29 October 2021 published amendments

Partnerships: limited partnership: overview

Broken link - content moved to partnerships manual

16 June 2021 published amendments

11 June 2021 published amendments

9 June 2021 published amendments

6 April 2021 published amendments

restriction of relief: contents

Tidying up contents and adding page for interaction with reliefs cap.

Adding page for interaction with income tax reliefs cap

2020

23 November 2020 published amendments

Farming: stud farms: losses in stud farms

To bring content up to date.

27 August 2020 published amendments

Profits from a trade of dealing in or developing UK land (from 16 March 2016): Contents

Date changed from 8 March to 16 March as this is the correct effective date for the changes

3 June 2020 published amendments

Specific deductions: contents

Added new content for 'Crisis-driven changes to trading activities'

Crisis-driven changes to trading activities

New Page added

10 March 2020 published amendments

Business successions: capital allowances apportionment

paragraph added at the end regarding the Structures & Buildings Allowance with links to CA Manual

Business successions: example of an acquisition

Paragraph added under "Onerous Rental Contract" section re the structures & buildings allowance

Capital/revenue divide: tangible assets: repair or capital expenditure?

Paragraph added re Structures & Buildings Allowance

3 March 2020 published amendments

Specific deductions: repairs and renewals: overview

paragraph added under capital allowances in respect of the structures and buildings allowance as requested by CS&TD, capital allowances innovation & growth team

17 February 2020 published amendments

specific deductions: staffing costs: employer compliance settlements

Content removed as concession now withdrawn

2019

1 July 2019 published amendments

Partnerships - computation and assessment: partner’s notional trade: basis period rules

Content moved.

Businesses: mergers and demergers: contents

Link added.

Partnerships - computation and assessment: examples of allocation of profits and losses

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Partnerships - computation and assessment: partner’s notional trade: commencement and cessation

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Partnerships - computation and assessment: partner’s notional trade: change of partnership accounting date

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Partnerships - computation and assessment: other income: computation of income

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Partnerships - computation and assessment: other income: allocation of income

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Partnerships - computation and assessment: effect of changes in membership on partner’s basis periods

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Partnerships - computation and assessment: investment business: partner’s basis period

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Partnerships - computation and assessment: examples of partnership computations

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Partnerships - computation and assessment: claims and elections affecting partnership profits

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Partnerships - computation and assessment: other income: partner’s basis periods

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Partnerships - computation and assessment: other income: partner’s basis period: taxed income

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Partnerships - computation and assessment: other income: partner’s basis period: untaxed income

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Partnerships - computation and assessment: other income: partner’s basis period: losses

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Partnerships - computation and assessment: other income: overlap relief

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Partnerships - computation and assessment: other income: losses and overlap relief

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Partnerships - loss relief restrictions: introduction

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Partnerships - computation and assessment: claims and elections affecting partner’s tax liability

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Partnerships - computation and assessment: changes of partners: loss relief

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Partnerships - loss relief restrictions: exemptions

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Partnerships - loss relief restrictions: recovery of excess relief

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Computing the amount to assess: Partnerships - loss relief restrictions: Recovery of excess relief - example

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Partnerships: licence-related losses: exit charge

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Partnerships - loss relief restrictions: limited partners: example

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Partnerships - loss relief restrictions: LLP members

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Partnerships - loss relief restrictions: active LLP members: example

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Partnerships - loss relief restrictions: LLP members: unrelieved amounts

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Partnerships - loss relief restrictions: non-active partners in early tax years

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Partnerships - loss relief restrictions: non-active partners in early tax years: example

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Partnerships - loss relief restrictions: non-active partners: unrelieved amounts

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Partnerships - loss relief restrictions: risk-free capital contributions

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Partnerships - loss relief restrictions: cost of contribution financed by loan

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Computing the amount to assess: Partnerships - loss relief restrictions: cost of contribution reimbursed to partner

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Partnerships - loss relief restrictions: calculation of limit of relief: partners’ capital contributions

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Partnerships - loss relief restrictions: calculation of limit of relief: £25,000 annual limit

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Partnerships - loss relief restrictions: limited partners

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28 June 2019 published amendments

Partnerships - expenses paid by partners

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Partnerships - partners in disagreement

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Partnerships - general notes: separate business for tax purposes

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Partnerships - computation and assessment: not a separate entity for tax purposes

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Partnerships - computation and assessment: profits and losses computed at partnership level

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Partnerships - computation and assessment: changes of partners

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Partnerships - computation and assessment: allocation must not create or increase a loss

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Businesses: mergers: cessation of previous businesses and commencement of new business

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Businesses: mergers: previous businesses continue as a merged joint business

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Businesses: mergers: one business continues and the other(s) ceases

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Businesses: mergers: example

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Businesses: mergers and demergers: text of Statement of Practice SP 9/86

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Partnerships: Limited Liability Partnership (LLP): partners interest relief

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Partnerships: Limited Liability Partnership (LLP): restriction of relief for LLP members

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Partnerships: Limited Liability Partnership (LLP): partners’ basis periods, losses and overlap relief

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Partnerships: Limited Liability Partnership (LLP): international aspects

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Partnerships - general notes: types of partner

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Partnerships - general notes: Scottish partnerships

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Partnerships - general notes: formation

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Partnerships - general notes: dissolution

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Partnerships - general notes: death or retirement of partner

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Partnerships: Limited Liability Partnership (LLP): NIC

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Partnerships: Limited Liability Partnership (LLP): property investment LLP

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Partnerships: EEIGs: background information

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Businesses: mergers and demergers: contents

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Businesses: mergers and demergers: overview

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Partnerships - general notes: definition

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Partnerships: Limited and Limited Liability Partnerships (LLP): contents

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Partnerships: Limited partnership: restriction of relief for limited partners

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Partnerships: Limited Liability Partnership (LLP): LLP agreement

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Partnerships: Limited Liability Partnership (LLP): taxation

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Partnerships: Limited Liability Partnership (LLP): compliance

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Partnerships - computation and assessment: contents

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9 May 2019 published amendments

8 April 2019 published amendments

Deductions: timing: deferred revenue expenditure

Clarify requirement that expenditure has been charged to profit and loss

4 February 2019 published amendments

Cash basis: contents

Two new pages added -BIM70036 and BIM70037

31 January 2019 published amendments

Tax and accountancy: meaning of ‘generally accepted accounting practice’

subject reference added to set context to the example

22 January 2019 published amendments

Cash basis: contents

new guidance

18 January 2019 published amendments

Care providers: contents

updated guidance

17 January 2019 published amendments

16 January 2019 published amendments

Cash basis: expenses: capital expenditure

updated guidance FA (N0. 2) 2017

15 January 2019 published amendments

Cash basis: eligibility

guidance updated to reflect new thresholds

Cash Basis: receipts: capital receipts under or after leaving the cash basis

updated guidance resulting from FA (02) 2017

2018

17 December 2018 published amendments

14 December 2018 published amendments

Specific deductions: Employee Benefit Trusts: used with employee share schemes

Update to reflect FA (No.2) 2017. Reference to additional rules and explanatory links inserted.

Specific Deductions: pension schemes: employer-financed retirement benefits schemes

Updated to reflect FA(no 2) 2017; 2nd paragraph added under heading 'Funded employer-financed retirement benefit schemes', and links inserted to new guidance at BIM44571 and BIM44611.

Specific receipts: compensation and damages: loss of office: in course of trade or profession

ESC now enacted in SI 2018/232

Specific deductions - employee benefit trusts: used with healthcare trusts

Update to reflect FA (No.2) 2017. Reference to additional rules and links to explanation inserted.

Specific deductions: employee benefit trusts: general-purpose EBTs: timing of deductions for contributions: structure of the legislation

Updated to reflect FA(No2) 2017, inserting references to the additional rules applying to contributions made after specified dates, and inserting a link to the new example at BIM44611.

Specific deductions: employee benefit trusts: general-purpose EBTs: timing of deductions for contributions: computing adjustments

Amended to reflect FA(No2) 2017. Guidance now in tabular form to reflect the rules applying to contributions made on specified dates.

Specific deductions: employee benefit trusts: general-purpose EBTs: timing of deductions for contributions: computing adjustments: example

Updated to reflect FA(No 2) 2017. Additional bullet point inserted in first section, with link to the new example at BIM44611.

Specific deductions: employee benefit trusts: general-purpose EBTs: timing of deductions for contributions: interaction of Corporation Tax rules with employee share schemes deductions

Updated to reflect FA(No2) 2017; final paragraph added regarding contributions made after specified dates, and links inserted to new guidance pages BIM44571 and BIM44611.

Specific deductions: employee benefit trusts: general-purpose EBTs: timing of deductions for contributions: interaction with unpaid remuneration rules

Updated to reflect FA(No 2)2017; final paragraph added with links to new guidance pages at BIM44571 and 44611.

Specific deductions: employee benefit trusts: general-purpose EBTs: timing of deductions for contributions: disguised remuneration

Updated to reflect FA(No 2) 2017. Additional sentences added to 2nd paragraph (relating to contributions made after specified dates) and links inserted to new guidance pages BIM44571 and BIM44611.

Specific deductions: pension schemes: introduction

Includes a link to the Pensions Tax Manual

Specific deductions: pension schemes: overview

Includes a link to PTM011300

Specific deductions: pension schemes: S615 schemes

amended to reflect legislation

Authors and literary profits: gifts of literary works

Amendment to link to CIRD45030 to recognise the impact of a gift falling within s845 CTA 2009.

Sports testimonials: Testimonial Committee - PAYE and NIC

Updated for FA 2016 legislation

Subcontractors: expenses: use of home

Added reference to simplified expenses scheme.

Theatre backers

Updated for withdrawal of ESC A94

Cash basis: leaving the cash basis

thresholds updated

Averaging: checklist

formatting and updated for 5-yr claims

Averaging: when profits can be averaged

updated for 5-yr averaging

Averaging: giving effect to a claim

Updated for FA 2016

Averaging: amendments to profits: reasons other than averaging: averaging claim in place

Amended for FA 2016

TMIA - Computation: Partial Relief

link

Specific deductions - interest: Overdrawn capital account - adjustments for depreciation and losses

example layout reworked for clarity purposes

28 November 2018 published amendments

Partnerships - general notes: contents

re-ordering

Private Finance Initiative (PFI): contribution of land: value of asset

Updated reference to S49A CTA 2009, introduced by FA 2016, legislating the Gold Coast principle.

27 November 2018 published amendments

26 November 2018 published amendments

Stock: valuation: mark to market or marking to market

Out of date reference to SSAP 9 changed to FRS102

24 November 2018 published amendments

23 November 2018 published amendments

13 November 2018 published amendments

Meaning of trade: mutual trading and members clubs: distributions: S1070 Corporation Tax Act 2010

Updated for FA 2016 section 5, Sch 1 paras 28 and 37 with effect to distributions made in the 2016-17 tax year or later.

12 November 2018 published amendments

Farming in tax law: Short Rotation Coppice

renewals allowance ended 6/4/13

Farming: orchards

renewals allowance ceased from 6/4/13

7 November 2018 published amendments

Specific deductions: repairs and renewals: statutory renewals allowance

Advised the legislation has now been repealed.

2 November 2018 published amendments

Specific deductions: staffing costs: contents

To add new page to cover statutory CT deduction for retraining course expenses (s74-75 ITTOIA 05/ CTA 09)

31 October 2018 published amendments

Averaging: introduction

Updated for 5-yr averaging

Averaging: claims: time limit

Re-write for FA 2016

Averaging: adjustments to reliefs

Changed for FA 2016

Averaging: contents

updated for new content

19 October 2018 published amendments

Capital/revenue divide: introduction: interest

Updated to add link to the CFM.

17 October 2018 published amendments

Averaging: marginal relief

Updated for FA 2016

Averaging: successive claims

Updated and simplified for FA 2016

16 October 2018 published amendments

Specific receipts: reverse premiums: fitting out costs

added in - 'the contribution may be deducted from expenditure'

Averaging: amendments to profits: reasons other than averaging: no averaging claim in place

Archived - examples used elsewhere

15 October 2018 published amendments

Averaging: which years may be averaged

Updated for 5-yr claims

28 September 2018 published amendments

26 September 2018 published amendments

Particular trades: greyhound stadium proprietors

Renewals basis abolished in 2017

9 July 2018 published amendments

16 May 2018 published amendments

10 April 2018 published amendments

9 April 2018 published amendments

27 March 2018 published amendments

5 February 2018 published amendments

Specific deductions: travel and subsistence: cars - restriction of hiring costs: contents

Updated to show post 2013 Co2 restrictions rates

Doctors and dentists: superannuation

Amended to clarify treatment of NHS scheme contributions

30 January 2018 published amendments

Specific deductions: employee benefit trusts: general-purpose EBTs: timing of deductions for contributions: what it applies to

revised text to clarify situations in which legislation does not apply to contributions

Care providers: qualifying care relief: introduction

Additional information included in overview

Doctors and dentists: superannuation

Clarify position for self-employed doctors and dentists that make contributions of relevant earnings into an NHS pension scheme

Measuring the profits (particular trades): Moneylenders: whether a trade

updated to show new authorisation body

Cash basis: eligibility

rates updated to 2016/17

2017

19 December 2017 published amendments

Notification, assessment & payment

confirm notification position for CT

11 December 2017 published amendments

Specific deductions: employee benefit trusts: contents

Updated to reflect FA(No 2) 2017 additional pages BIM44611 and BIM44571 inserted.

8 December 2017 published amendments

Specific deductions: employee benefit trusts: general-purpose EBTs: timing of deductions for contributions: contents

Updated to reflect FA(No 2) 2017. Link to new BIM44611 inserted.

Specific deductions: employee benefit trusts: general-purpose EBTs: timing of deductions for contributions: introduction

Update to reflect FA(No 2) 2017.

Specific deductions: employee benefit trusts: general-purpose EBTs: timing of deductions for contributions: overview

Updated to reflect FA(No 2) 2017 and the additional rules applying to contributions made on/after specified dates.

Specific deductions: employee benefit trusts: general-purpose EBTs: timing of deductions for contributions: what it applies to

Inserted statutory references relating to contributions to pension schemes (into final section, 2nd bullet point).

Specific deductions: employee benefit trusts: general-purpose EBTs: timing of deductions for contributions: payments ‘out of’ contributions

Updated to reflect FA(No 2) 2017; 2nd paragraph added under heading 'Payments out of contributions'.

Specific deductions: staffing costs: timing of deduction

Updated to reflect FA(No 2) 2017. New section inserted under the heading 'Remuneration paid on or after 01/04/17 (CT) or 06/04/17 (IT)',

6 December 2017 published amendments

Specific deductions: employee benefit trusts: introduction

Changes to reflect FA (No.2) 2017. Red Cross replaced with well known charity.

Specific deductions - employee benefit trusts: used with accident benefit schemes

Only update is insertion of "GAAP".

Specific deductions: employee benefit trusts: general-purpose EBTs

Update to reflect FA (No.2) 2017. Only change is insertion of "tax" before "avoidance".

Specific deductions: employee benefit trusts: general-purpose EBTs: deductions for employers’ contributions: introduction

Update to reflect FA (No.2) 2017. Reference to additional rules added. Links to explanation and example added. Name of SPT updated to WMBC Assets (except email which has not changed).

Specific deductions: employee benefit trusts: general-purpose EBTs: deductions for employers’ contributions: how to spot them

Update to reflect FA (No.2) 2017. Name of SPT updated to WMBC Assets Team.

Specific deductions: employee benefit trusts: general-purpose EBTs: deductions for employers’ contributions: timing of deductions

updated to reflect FA (No.2) 2017. Reference to additional rules inserted together with links to explanation and example.

10 November 2017 published amendments

Specific deductions: pension schemes: S615 schemes

Includes a link to the Pensions Tax Manual

Specific deductions: pension schemes: anti avoidance

Includes links to the Pensions Tax Manual

Specific deductions: staffing costs: payments to dependants and close relatives

Includes a link to the Business Income Manual BIM46000

Doctors and dentists: superannuation

Includes a link to the Pensions Tax Manual

7 November 2017 published amendments

27 October 2017 published amendments

Expansion of scope of Corporation Tax and Income tax: Trade of dealing in or developing UK land

correction to show correct statutory reference - Section 5B, CTA2009

20 July 2017 published amendments

Disposals of property deriving its value from land

Addition to example to make clear land is not held as trading stock. Addition made after external feeddback

12 July 2017 published amendments

Disposals of property deriving its value from land

Adjustment to Example 1

Commencement and transitional provisions: Overview

Removal of sentence referring to amendment to legislation which has been postponed in FB17

Definitions: Development

Clarification on meaning of development & new examples

19 April 2017 published amendments

12 April 2017 published amendments

Notification, assessment & payment

Company notification procedure under SA updated.

30 March 2017 published amendments

Commencement and transitional provisions: Overview

Adjusted to include GAAP recognition from 8 March 2017

2016

21 December 2016 published amendments

30 September 2016 published amendments

Specific receipts: refunds of sums paid as VAT: contents

Added new page to the content listing.

19 August 2016 published amendments

Computing the amount to assess: contents

Sub page inserted - Mixed Membership Guidance