⚠️ Hey, you are using an outdated web browser.
TaxScouts might not work with your browser. Upgrade here

Let us sort your Self Assessment online. £119, all in. Learn more

How to claim your EIS tax relief ?

You’ve invested in a company and now you’re getting ready to claim EIS and receive 30% of your investment back as an EIS tax relief.

It must feel good.

But how to actually do it?

Information you need to have to claim EIS

  • 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 will request the EIS3 certificates from HMRC, and then distribute these certificates to their investors – i.e. you.

If you used an agency or platform for your EIS investments then you should receive the 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

This is the document that proves you’re a shareholder in the business.

Normally the company you invested in must have also issued you one before you receive your EIS3 certificate.

What you need to do next

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

Enter the total amount invested on section 2 of that page:

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:

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

Hey there! We really hope this article helped you. Tax matters can be a dreadful topic at times. We know. That's why we started TaxScouts.
A stress-free way to getting your taxes done.

Have a minute? See how it works

More guides & useful information

Let us sort your Self Assessment online. £119, all in.

That’s right. No matter how complicated it gets or why you need to do a return in the first place, it’ll cost £119 to get it done. That includes VAT, last-minute changes and all the support you may need.

How TaxScouts works

Answer a few simple questions

And we mean a few. After a couple of minutes of answering questions online we’ll have everything we need to start preparing your tax return.

Then get paired with a tax return accountant

That’s right, you’ll be matched with a real certified accountant who is best suited to prepare your return. Plus, they’re on hand for questions whenever you need.

We file your Self Assessment for you

Once you’ve signed off your return, your TaxScouts accountant will submit your return with HMRC for you.

That’s it! We told you it was simple.