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2016-17 Self Assessment Individual Exclusions - Tax Agent blog

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Calculator and pen on top of documents

Thank you for your continuing support regarding errors in HMRC’s Self Assessment tax calculator 2016/17.

Changes to address these errors are planned for October 2017 and the exact date will be confirmed as soon as it is known.  We are asking software developers to deliver in-year updates to align with HMRC’s systems, to avoid filing error submissions.

The fix will correct Exclusions 48 to 56 and 58 to 59, which cover the majority of cases.  However, we will maintain the Exclusions document for filing paper returns and claiming reasonable excuse if needed Exclusions document.

We will automate the recovery of both online and paper cases where a return has been filed but shows the incorrect tax position.

Pending the fix your options are:

  • await the implementation of the fix in October 2017 and then file online
  • continue to file online if your current software allows you to do so
  • file a paper return (with a covering letter identifying the Exclusion)

I apologise for any inconvenience.

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