How to claim your EIS income tax relief

You've invested in a company and you're getting 30% of your investment back as an income tax relief. It must feel good.

But how to actually do it?

Things you need to have

  • Company names that you invested into
  • Date on which the shares were issued to your name
  • Amounts you invested in each company
  • HMRC office that authorised the issue of the EIS3 certificate

Where you can get this information

1. Your EIS3 certificate

After the company you invested in has been trading for 4 months they'll go through the process of requesting the EIS3 certificates from HMRC for their investors. Once they've obtained them they will distribute them to their investors - ie you.

If you used an agency or an investment platform to invest in the company you should receive EIS3 certificate from them instead.

The EIS3 certificate contains the key information needed for claiming your tax relief with your self assessment: including the time and amount of investment.

2. Your Share Certificate

The company you invested in must have also issued you a share certificate. Normally this is done before you receive your EIS3 certificate. This is the document that proves you're a shareholder in the business. In many ways it contains the same information as your EIS3 certificate, minus the specifics about the EIS.

Things you need to do

1. File your annual income tax return

When you're filing your annual income tax return you must claim the EIS income tax relief by filling in the "other tax reliefs" section on your Additional Information (SA101) pages at HMRC.

You'll need to enter the total amount invested on section 2 of that page:

Tax return EIS amount

At the bottom of this page you'll need to provide the information that is listed at the top of this article for each company you invested in:

Tax return EIS details

Of course we at TaxScouts are happy to take care of this for you.

The exact amount of relief will depend on your investment and income tax situation but in general its 30% of what you invested. You can read more about it in our "What is EIS" section.

Let your taxes do themselves with TaxScouts

Online self assessment preparation assisted by professional accountants

1. Simple online preparation

Our friendly taxbot helps you understand your personal income tax situation and suggests ways to reduce your tax bill.

2.We’ll do the sorting

TaxScouts will handle the sorting of all your tax documents needed for self assessment & stores them securely online.

3.Reviewed by human experts

A dedicated AAT certified accountant will do your tax return and take care of tax audits.

Why use TaxScouts


  • Simple online preparation
  • Online document sorting
  • Deals with Tax Audits
  • Dedicated accountant
compared to

High street accountant

  • No online preparation
  • No online document sorting
  • Deals with Tax Audits
  • Dedicated accountant
What they say
Surprised by how easy the process was. The accountant I was matched with (Marcus) is knowledgeable and replies quickly on queries. Additionally it's saved me money, so all round a win.
Adam Bolton
on Trustpilot
Superb tax assistance!
on TrustPilot
First year I had to file my tax returns and luckily TaxScouts were here to help. Incredibly easy and intuitive process and much better value than traditional accountants. Thanks again!
Sebastian Miller
Sebastian Miller
on Facebook
Simple online tool for your self assessment tax returns
You are using an outdated web browser – TaxScouts works best with modern browsers. Please upgrade here.