If you’re a Crowdcube investor and need to claim your (S)EIS tax relief, you’ve come to the right place! We’ve partnered up with Crowdcube so you can get your tax relief claim sorted in no time at all.
Here’s a how-to guide on claiming your tax relief.
Here are some of the most important things to remember:
|You need to download your (S)EIS3 certificates from your Crowdcube account|
|Then you can create a TaxScouts account and upload your certificates in PDF format|
|The only documents you need to upload are your (S)EIS certificates|
|You can upload up to 5 certificates|
|You can claim your tax relief on its own or through a Self Assessment tax return|
Note: If you claimed Income Tax Relief and held your shares for at least 3 years before selling, you also qualify for CGT exemptions. 🥳
There are 3 sections to this👇
Now that you’ve downloaded all the certificates, you’ll need to upload them to your TaxScouts account in PDF format.
First, you’ll need to create an account using this link, specifically for (S)EIS tax relief claims.
|We can accept 😊||We cannot accept 🙁|
|✅ PDF certificates||❌ Spreadsheets|
|❌ Pictures/images of certificates|
|❌ Word Documents with certificates|
As much as we’d like to be able to accept your preferred format, we have to follow HMRC’s rules to make sure you get your relief.
Once it’s sent, all you have to do is wait for your tax refund 🎉
Now the ball’s in HMRC’s court. It can take up to 6 months for you to receive your refund – either via cheque or through your salary.
Since you’ve claimed your Income Tax relief, you’re now eligible for CGT exemptions on investments you’ve held for at least 3 years – hooray!
Here are some features that make this service one-of-kind.
We know that HMRC jargon (or their call waiting times) isn’t everyone’s cup of tea so we offer a simpler way. Plus, you get the peace of knowing everything was processed and submitted correctly!
You can also claim your (S)EIS yourself, directly with HMRC if you’d prefer to. Whether you only claim separately or through your tax return, you can choose whatever option suits you best.
Here’s a recap: we’ve partnered with Crowdcube to help you claim your (S)EIS tax relief, without the fuss.
If you only want to claim your tax relief on its own, you can for £25 for up to 5 (S)EIS certificates.
If you’re claiming your tax relief through your tax return, we can help there too. Our accredited accountants will sort and file your tax return, and claim your tax relief for you at an
12% 20%* discount. £149 £119*, all in!
*Increased offer lasts until 2nd January 2024, after which the discount will revert back to 12% off, £131 per first tax return.
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