Product Catalogue BC&S | Digital Support for Business and Agents A list of digital products to assist businesses and agents Last update: July 2015
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BC&S | Digital Support for Business and Agents
Product Catalogue
A list of digital products to assist businesses and agents
Last update: July 2015
BC&SNOT PROTECTIVELY MARKED SME Education Product Catalogue | 2 Contents Introduction ............................................................................................................................................................................................................................. 3 1. Webinars – Live and recorded ............................................................................................................................................................................................. 4 2. YouTube videos .................................................................................................................................................................................................................. 10 3. E-Learning .......................................................................................................................................................................................................................... 13 4. Tax help factsheets ............................................................................................................................................................................................................ 15 5. Other digital products for businesses ................................................................................................................................................................................ 16 6. Digital Products for Agents ................................................................................................................................................................................................ 17 NOT PROTECTIVELY MARKED BC&S SME Education
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Introduction
The Digital Support for Business and Agents team provides a range of digital products to assist businesses and agents to meet their obligations
to HMRC both accurately and on time.
We also provide a range of guidance for tax agents with information that will help their clients to meet their tax obligations.
Our support to businesses is available through a variety of products accessed online with our aim being to make a lasting improvement in the
ability and confidence of new and existing businesses to get their taxes right on their own.
We have used our knowledge and understanding of our customers to map typical business lifecycles and events and the impact that different
types of taxes have on those businesses. Our support is designed around these business life-events enabling us to provide help at the times
we know businesses struggle, enabling them to avoid errors and penalties and to pay the correct amounts of tax.
We recognise that people learn in different ways and so have developed our products to meet different learning styles.
This catalogue is a list of the digital products and toolkits currently available to business customers and agents.
If you have any questions or would like further information, please contact us using our details below:
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1. Live Webinars
Live webinars are online presentations hosted by HMRC and are available on set dates and times. They usually last an hour and at the end of
the webinar there is time available to ask the presenter questions.
Customers will need to complete a simple registration in advance giving their name and email address and then select the webinar they want
to attend.
Registrations can be made through the link below.
HM Revenue & Customs: Online seminars for businesses and the self-employed
Most live webinars are available as recorded webinars. However, there is a broader range of products that are only available as recorded
webinars.
Recorded Webinars
Recorded webinars are online presentations that are available at any time and can be viewed at your own pace. However, unlike live
webinars they are not hosted so there is no opportunity to ask questions.
Recorded webinars can be accessed through the link below
HM Revenue & Customs: Online seminars for businesses and the self-employed
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Name Description
HMRC digital services A webinar showing how to get help and support for your business by accessing
videos, emails, e-learning, record keeping applications and online presentations.
Self-employment and HMRC- what you need to How to tell HMRC you are self-employed, what National Insurance you will have
know to pay, budgeting for your first tax bill and the importance and benefits to your
business of good record keeping.
This is aimed at sole traders and ordinary partnerships and is not suitable for
directors of limited companies.
Hunan-gyflogaeth a CThEM: beth sydd angen i Sut i hysbysu CThEM eich bod yn hunangyflogedig, pa Yswiriant Gwladol fyddwch
chi ei wybod yn ei dalu, sut i gadw cofnodion a chyllidebu ar gyfer eich bil treth cyntaf.
Business expenses for the self-employed How to get tax relief on expenses including motor expenses, working from home
and what happens when you use something privately and for business. This
webinar is aimed at sole traders and ordinary partnerships and is not suitable for
directors of limited companies.
Capital allowances for the self-employed This is about claiming tax relief on business assets. See examples of calculating
relief on the cost of buying or improving items such as vans, cars and equipment
used in your business.
Self-employment and your online tax return How to register for Self Assessment Online, how to tailor your Tax Return, how to
complete the self-employed pages and submit your completed return online.
This is for sole traders and is not suitable for directors of limited companies.
Record keeping for the self-employed This is suitable for self-employed sole traders and ordinary partnerships. It is
about key aspects such as setting up a record keeping system, what to record
and how long to keep records.
This webinar is not suitable for directors of limited companies.
Simpler Income Tax - cash basis and simplified Find out what cash basis is, how it works and who can use it. We will also cover
expenses simplified expenses and the business records required. It is aimed at sole traders
and ordinary partnerships and is not suitable for directors of limited companies.
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Self-employed childminders and HMRC A basic guide to key tax and National Insurance issues affecting self-employed
childminders.
Foster Carers and HMRC This is suitable for approved or prospective Foster carers. Find out about what
self-employment means to you, using qualifying care relief, keeping records and
what to put on your tax return.
Shared Lives carers and HMRC A webinar for those involved in Shared Lives care for example, Adult Placement
care, Kinship care, staying put care, and parent and child arrangements. It is
about self-employment, using qualifying care relief, keeping records and what to
put on your tax return.
Supported Lodgings A webinar explaining what supported lodgings are, the records that should be
kept and if the Rent a Room scheme is appropriate.
National Insurance for the self-employed Find out about the types of National Insurance when self-employed, how to pay
it and what benefits your National Insurance counts towards.
My first self-employed tax bill This webinar will explain how your tax and National Insurance bill is calculated,
how to budget for it and when you need to pay HMRC. This webinar is aimed at
sole traders and ordinary partnerships and is not suitable for directors of limited
companies.
My property income and HMRC This webinar is a general introduction to property taxes and looks at: Property
income Property expenses Tax returns and Capital Gains Tax.
An Introduction to Property Taxes This webinar looks at buying and selling a property, property income and
expenses, VAT and Capital Gains Tax
Construction Industry Scheme for contractors This webinar is aimed at contractors in the Construction Industry Scheme and
gives an overview of the scheme explaining how to pay and take deductions from
subcontractors and meet tax obligations.
Construction Industry Scheme for For subcontractors in the construction industry it is an overview of the scheme
subcontractors and shows how to get set up, explains what deduction statements are and the
records to keep.
Construction Industry Scheme for A webinar about registering for CIS, information to give to contractors and
Subcontractors Part 1 applying for gross payment status.
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Construction Industry Scheme for This webinar follows up CIS part 1 and covers record keeping, payment and
Subcontractors Part 2 deduction statements and tax returns.
Company directors - understanding your For new and prospective company directors this gives an overview of a director’s
responsibilities to HMRC responsibilities to HMRC and Companies House.
Getting started as an employer A guide for new employers who want to find out more about the responsibilities
an employer has when taking on their first employees.
PAYE using the BPT – Basic PAYE Tools This is a demonstration of basic payroll software available from HMRC. The BPT is
suitable for employers with nine or fewer employees in total.
Employers - how to avoid in-year penalties This looks at late and non- filing penalties for Pay As You Earn and helps to
understand and know when to send RTI reports to HMRC
Care and Support Employers A webinar about PAYE when taking on a personal assistant that looks at payroll,
dealing with expenses and benefits, and PAYE in real time.
Statutory Shared Parental Pay and Leave This webinar covers Statutory Shared Parental Pay and Leave, introduced in April
2015 as part of the reform of pay and leave entitlements for employed parents.
Statutory payments for Births For businesses with employees who’ve had or are having a baby. What payments
you can make and how to work them out.
Statutory payments for adoptive parents For employers who have an employee who is adopting a child. How to decide
what payments are appropriate and the help available to calculate payments.
Statutory Sick Pay What happens when an employee is off sick, deciding when to pay Statutory Sick
Pay and how to work it out.
Expenses and benefits for employers For employers or directors who may be paying or considering paying expenses or
providing benefits to their employees.
Get ready to operate PAYE in real time The aim of each webinar is to answer any questions you may have about RTI.
Before joining a session we recommend that you view our 'Get ready to operate
PAYE in real time' recorded webinar, that concentrates on the key things you
need to do now to be ready for reporting PAYE in real time.
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What is VAT- an Introduction This webinar is aimed at VAT-registered businesses or those that are about to
register. It explains what VAT is and how it works, when you can and should
register and what you must do after you register.
VAT now you are registered This webinar is aimed at VAT registered businesses and explains the different
rates of VAT, what falls outside the scope of VAT and different schemes to help
simplify your VAT accounting.
VAT accounting schemes This is about schemes available to simplify accounting focussed mainly on the
three most used schemes (Annual accounting, Cash accounting and Flat Rate)
VAT motoring expenses A presentation about dealing with VAT rules on motoring expenses, VAT on cars
and commercial vehicles and repair, maintenance and fuel costs.
VAT trading with other countries This webinar is aimed at VAT-registered businesses. It explains the VAT rules for
goods and services to and from Europe and the rest of the world, what records
you need to keep, what returns you have to make and where to get further help.
Importing and Exporting – an introduction This webinar is aimed at businesses who are or are about to be involved in
International Trade, it covers the basics including the important aspects of a
declaration and how to calculate Customs Import Value.
Inward Processing – an introduction This webinar gives an introduction to inward processing, explains general
principles of IP, the terminology, regulations and requirements and where to get
further help and guidance.
Outward Processing – an introduction This webinar gives an introduction to outward processing, explains general
principles of OP, the terminology, regulations and requirements and where to get
further help and guidance.
An Introduction to Customs Warehousing This webinar explains what Customs warehousing is and how it may help you.
The different types of customs warehouse, how to apply to have one and
information about moving goods into and taking goods out of customs
warehousing.
An Introduction to Export Preference This webinar explains what Export Preference is and how it may be of use to you.
The conditions you need to meet for Export preference to apply especially the
rules of origin, what records you need to keep and where to get further
information.
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Keeping business records Whether you run your business as a sole trader, partnership or limited company
the webinar covers business record keeping.
Tax and change of career or retirement This is a set of three short webinars about Redundancy, Retirement and Starting
in business.
Employers - What's new for 2015 Live webinar which gives an overview of changes for employers in 2015/16.
National Minimum Wage for Employers Recorded webinar explaining NWM rules.
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3. YouTube videos
These are short information videos located on HMRC YouTube channel. They aim to provide reassurance and offer quick help or may simply
be of interest.
HMRC pages on YouTube
Name Description
Help and support for new and growing businesses A presentation about help and support from HMRC
How to complete your tax return online How to register for self assessment, personalise and complete
your online tax return
HMRC – am I trading or not? Help to decide if HMRC would consider your buying and selling,
including e-marketplace activity, to be a trading activity,
The export process –win media An explanation of the National Export System
Working for yourself – how to register with HMRC Guidance on registering with HMRC for tax and NIC when you
start to work for yourself
Direct selling – understand your responsibilities as Understanding your responsibilities as a self-employed direct
a self-employed direct seller’ seller and what to do next.
Construction industry Scheme for subcontractors Part 1 Learn about tax, registering for CIS with HMRC and details to
give to contractors
Construction industry Scheme for subcontractors Part 2 A guide to payment and deduction statements , business
records and the tax return
Excise Duty - the basics An introduction to Excise Duty including imported goods.
Help from HMRC for Deaf customers This is a signed HMRC video for the deaf which covers how to
register with HMRC. There is no sound with this presentation.
Help for deaf customers. This is a signed video providing help and support for Deaf
Working for yourself – How to register with HMRC customers. There is no sound with this presentation.
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How to register and enrol for VAT Online A guide to registering and enrolling for HMRC's VAT Online
Service.
How to submit your VAT return online Using HMRCs VAT Online Service, this guide shows how to
submit a VAT return online.
VAT accounting schemes - the basics Information about schemes to simplify VAT, concentrating on
the three most used schemes (Annual accounting, Cash
accounting and Flat Rate)
PAYE and your business An introduction to PAYE when running your own business
HMRC campaigns and you About voluntary disclosure campaigns and how to take part
Motoring Costs An introduction to how business motoring costs should be
treated for tax purposes.
Introduction to effective record keeping An introduction to keeping business records
Simpler Income Tax - cash basis & simplified expenses Information about two new tax schemes for businesses
introduced to make it easier to comply with tax obligations
Tax and VAT issues when trading with other countries in An introduction to the issues involved when trading with other
the European Union EU countries
Tax and VAT issues when trading with other countries An introduction to the issues involved when trading with other
outside the European Union countries outside the EU.
Tax and VAT issues when trading with other countries An introduction to the issues involved when trading with other
using the internet countries on the internet.
The Patent Box: An Introduction The Patent Box, a new tax relief introduced on 1st April 2013 for
companies who pay Corporation Tax on profits earned from
patented inventions and certain other innovations.
What is Gross and Net Pay? A simple explanation of the difference between gross and net
pay for tax purposes.
What is VAT? An introduction to VAT.
Choosing the right legal structure An HMRC guide to choosing a suitable legal structure for your
new business.
Self-Assessment Tax Return Deadline Dates Part 1 – introducing deadlines and penalties on late tax returns
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Self-Assessment Tax Return Late Submission Penalties Part 2 - introducing deadlines and penalties on late tax returns
Self-Assessment Payment Deadline Dates Part 3 - introducing deadlines and penalties on late tax returns
Self-Assessment Missed Payment Charges Part 4 - introducing deadlines and penalties on late tax returns
Self-assessment Online service queries A video of FAQs and answers on this issue.
There are more HMRC videos on YouTube about other aspects of our work. For instance, the video “HMRC Operating Model” shows how the
different parts of HMRC work together.
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4. E-Learning
E-learning packages are modular self learning tutorials that can be accessed at any time that customers need them. The customer can
complete the learning at their own pace with learning checks, options to go back, restart or return to specific chapters at any time.
We work closely with partners, e.g. business associations and charities, to provide tailored education for their members and much of our e-
Learning is accessible through our partners’ websites.
Name Partners
Driving Instructors Association (DIA)
Motor Schools Association (MSA)
Starting your own Business (SYOB) British Psychological Society
Institute of Certified Bookkeepers
Federation of Master Buildings (FMB)
Construction Industry Training Board (CITB)
Painting and Decorating Association (PDA)
Electrical Contractors Association (ECA)
Construction Industry National Association of Professional Inspectors & Testers (NAPIT)
Logic for Training (L4T)
Institute of Roofing (IOR)
Tile Association
Professional Association for Childminders and Early Years (PACEY)
Tax Advice for Childminders Northern Ireland Childminding Association (NICMA)
Scottish Childminding Association (SCMA)
Tax and VAT advice for farmers National Training Organisation for Land Based Industries (LANTRA)
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Tax Advice for young farmers
National Farmers Union Scotland (NFUS)
Your Agriculture Business Scotland’s Rural Colleges (SRUC)
NFU
Tax for GPs
Tax for hospital consultants
Tax for dentists
UKTI (Exports) UK Trade & Investment (UKTI)
UKTI (EU Trading)
Tax for foster carers
Tax for shared lives carers
Hair and Beauty
Tax when leaving the Armed forces
Becoming an Employer
Letting out a Property
Tax Advice for Music Tutors & Coaches
VAT – Getting started
VAT – How VAT works
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5. Tax help factsheets
Tax help factsheets are leaflets which can be downloaded. They provide information in support of many of the digital products aimed at our
business customers.
Ref. Name Details
https://www.gov.uk/government/publications/keeping-records-for-business-what-you-
THFS1 Keeping records for business need-to-know
https://www.gov.uk/government/publications/self-assessment-the-three-line-account-
THFS2 Self Assessment - the three line account what-you-need-to-know
THFS3 Employing someone for the first time http://www.hmrc.gov.uk/thelibrary/tax-help.htm
THFS4 VAT - what you need to know http://www.hmrc.gov.uk/thelibrary/tax-help.htm
THFS5 Working for yourself http://www.hmrc.gov.uk/thelibrary/tax-help.htm
https://www.gov.uk/government/publications/problems-paying-your-tax-what-you-need-
THFS6 Problems paying your tax to-know
THFS7 Paying your tax what you need to know https://www.gov.uk/government/publications/paying-your-tax-what-you-need-to-know
THFS8 Starting a limited company http://www.hmrc.gov.uk/thelibrary/tax-help.htm
THFS9 Expenses and allowances for the self-employed https://www.gov.uk/government/publications/self-employed-expenses-and-allowances
THFS10 If you stop trading https://www.gov.uk/government/publications/stop-trading-what-you-need-to-know
https://www.gov.uk/government/publications/going-back-into-business-what-you-need-
THFS12 Going back into business to-know
https://www.gov.uk/government/publications/paying-tax-if-you-buy-and-sell-things-from-
THFS14 Paying tax if you buy and sell from home home
https://www.gov.uk/government/publications/importing-and-exporting-goods-what-you-
THFS15 Importing and exporting goods need-to-know
RK-BK1 A general guide to keeping records for your tax return http://www.hmrc.gov.uk/sa/rk-bk1.pdf
Canllaw cyffredinol i gadw cofnodion ar gyfer eich http://search2.hmrc.gov.uk/kb5/hmrc/forms/view.page?record=gPVBySPO_jg&formId=5153
RK-BK1(a)
ffurflen dreth (fersiwn Gymraeg)
SE1 Thinking of Working for Yourself http://www.hmrc.gov.uk/leaflets/se1.pdf
SE1(a) Meddwl am Gweithio i chi eich Hun (fersiwn Gymraeg) http://www.hmrc.gov.uk/cymraeg/se1.pdf
SE2 Giving your business the best start with tax http://www.hmrc.gov.uk/startingup/working-yourself.pdf
Rhoi eich busnes dechrau gorau gyda threth (fersiwn http://search2.hmrc.gov.uk/kb5/hmrc/forms/view.page?record=QcoWhoFa3zE&fo
SE2(a) rmId=5171
Gymraeg)
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6. Other digital products for businesses
To help small businesses with record keeping here is a list of software suppliers providing simple record keeping applications some of which
meet cash basis and simplified expenses specifications. Many of these are free and were developed following consultation with HMRC. Please
note that HMRC cannot recommend or endorse any one product or service over another and will not be responsible for any loss, damage,
cost or expense in connection with using this software.
HMRC has not carried out any testing of the listed applications and do not carry out any form of security testing of developer products or
services. Customers are encouraged to ask their suppliers for information about the security aspects of the products and services they
provide.
Name Details
Available for Smart phones, we have worked with various companies to provide
record keeping apps to assist SMEs. Providers include:
123 Tax – (Windows phone)
Basetax Record Keeping (iPhone, iPad, iOS and web-based)
Clear books Mobile – (iPhone, iPad, Android, iOS)
Forbes Record Keeper - Forbes Computer systems (Android)
Earnest - FreeAgent Central Ltd (Android, iOS and Windows)
Record keeping Applications
Easy Books (iOS and MAC)
ZipZipBooks - (Android)
HM Revenue & Customs: Record keeping and
Kagazz (Web, Android, iPhone)
Simpler Income Tax applications/software
KashFlow – (Android, iPhone, Web, Windows Phone)
Monzia – Monzia(Android, web)
PaperLess (client based application)
Quick File – Quick File Ltd (web-based)
Sage One Cashbook – Sage ( iOS)
Sage Record Keeper – Sage (iOS)
Xero - Web-based application, Android & iOS
Self Employed - Ready Reckoner Tool http://www.hmrc.gov.uk/tools/sa-ready-reckoner/calculator.htm
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7. Digital Products for Agents
Name Details
Individuals, business and corporations
Business Profits (PDF 410K)
There are 20 toolkits which are aimed primarily at agents Capital Allowances for Plant and Machinery (PDF 189K)
covering a wide range of tax issues. They provide guidance Capital Gains Tax for Land and Buildings (PDF 468K)
on areas of error that HMRC frequently see in returns and Capital Gains Tax for Shares (PDF 314K)
set out the steps that agents can take to reduce those Capital v Revenue Expenditure (PDF 370K)
Chargeable Gains for Companies (PDF 446K)
errors. They should help agents to:
Company Losses (PDF 168K)
Directors' Loan Accounts (PDF 131K)
ensure that returns are completed correctly, Expenses and Benefits from Employment (PDF 480K)
minimising errors Income Tax Losses (PDF 129K)
focus on the areas of possible error that HMRC National Insurance Contributions and Statutory Payments (PDF 515K)
consider key Private and Personal Expenditure (PDF 180K)
Property Rental (PDF 211K)
Before using a toolkit please read the essential Small Profits Rate and Marginal Relief (PDF 124K)
information giving guidance on how to use them. VAT Input Tax (PDF 202K)
VAT Output Tax (PDF 230K)
VAT Partial Exemption (PDF 129K)
http://www.hmrc.gov.uk/agents/toolkits-essential-info.htm
Capital Gains Tax for Trusts and Estates (supplement) (PDF 517K)
Trusts and Estates Inheritance Tax (PDF 310K)
Trusts and Estates (PDF 452K)
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Clip time Name Description Links
Webinar
A recorded Webinar about penalties for https://www.youtube.com/watch
Penalties for Inaccuracies in Documents and Returns ?v=wahTX6bp6zI
inaccuracies in documents and returns.
YouTube
https://www.youtube.com/watch
A presentation about Agent Toolkits to help ?v=rFCg6kEGkGg&feature=youtu.b
Agents Toolkits e
avoid errors in returns
Animation providing an introduction to https://www.youtube.com/watch
An introduction to Penalties for inaccuracies penalties for inaccuracies in documents and ?v=roltAIx_gx0&feature=youtu.be
returns
Elearning
An online learning module about HMRC's http://www.hmrc.gov.uk/courses/
Learning_Together/Resolv_disp/H
Resolving disputes reviews and appeals process that includes three TML/Resolv_disp_menu.html
case studies
http://www.hmrc.gov.uk/agents/
Tax Calendar Key tax deadlines for agents 2015-2016 To help establish key deadlines for your clients. tax-deadlines.pdf
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