Grants of between £10,000 and £450,000 are available for voluntary and community sector organisations to provide advice and support to HMRC customers who need extra help understanding and complying with their tax obligations and claiming their entitlements.
The funding is for bids that include one or more of the following activities:
- Advice and support - providing direct advice and support for HMRC’s customers who need extra help and cannot afford to pay for it.
- Digital inclusion - assisting customers who are digitally excluded, to build their confidence and capability to use HMRC’s online services for themselves.
- Specialist support and referrals - providing specialist advice and taking referrals by telephone or email from HMRC’s Needs Enhanced Support (NES), and assisting customers who need independent advice and support with more complex tax issues, for example complicated PAYE issues, or claims for Special Relief and appeals.
Applicants must have the infrastructure and capability to handle in the region of 700 referrals per year and would be responsible for bringing individual cases to conclusion.
Applicants must be able to satisfy ALL of the following criteria in order to be eligible to apply for grant funding from HMRC:
- Have three years of financial history in place.
- Have a turnover of no less than £40,000 per annum.
- No directors within the organisation to have been disqualified in the last five years.
- No director, trustee, treasurer or anyone in a position of financial responsibility to have had a relevant conviction, such as for fraud, within the last three years.
- Have sound and comprehensive financial systems and processes that enable them to track the amount of funding spent throughout the year, and demonstrate that they have allocated the funding to the specific activity detailed in their bid.
- Be able to identify customers who have HMRC-related issues and be competent to help them with one or more HMRC services, for example: - tax (PAYE and Self Assessment, VAT, National Insurance) - tax credits - Child Benefit - debt management support.
- Have in place an infrastructure for monitoring and evaluating that is capable of reporting agreed outcomes; ie the impact on their clients and that their outcomes represent value for money.
- No aspect of the activity funded by this grant may be party-political in intention, use or presentation.
- The grant cannot be used to support or promote religious activity.