1. Agenda for Technical Meeting – 15 June 2018 - 2.00pm
1. Welcome (2.00 – 2.05) VB 2. Helpline survey feedback (2.05 – 2.25) - Archna Tharani - Oculus Accountancy Ltd 3. Incorrect P46/starter declarations submitted to HMRC – Employer error (2.25 – 2.40) SS/RL 4. Website – Members area • Tech info • How to get into the PTA • How to complete an SA return • Helpline Bible • Know your Password! (2.40 – 3.20) IB 5. P800s into SA and Late filing penalties – recent Tribunal decisions • Goldsmith et al • discussion (3.20 – 3.50) IB & handout 6. FTN - Disclosure refresh (3.50 – 4.10) IB & handout 7. Deloitte and year end update(4.10 – 4.30) VB 8. AOB

2. Helpline survey feedback
Archna Tharani - Oculus Accountancy Ltd
Welcome to the TaxAid Volunteers away day – thank you for coming and giving up your valuable free time. Today is a chance for us to update you on changes at TaxAid and how this affects your role as a volunteer. This morning, I will talk about these changes and run through how we see the volunteer’s role developing. There will be a chance for discussion and to “ brain storm “.

3. Incorrect P46/starter declarations
submitted to HMRC
– Employer error
Richard Leszczynski
Champneys Tring Ltd v HMRC TC05685
Regulations
Scenarios
Welcome to the TaxAid Volunteers away day – thank you for coming and giving up your valuable free time. Today is a chance for us to update you on changes at TaxAid and how this affects your role as a volunteer. This morning, I will talk about these changes and run through how we see the volunteer’s role developing. There will be a chance for discussion and to “ brain storm “.

4. Website – Members area
Technical info
• How to get into the PTA
• How to complete an SA return
• Helpline Advice Bible
• Know your Password!
Welcome to the TaxAid Volunteers away day – thank you for coming and giving up your valuable free time. Today is a chance for us to update you on changes at TaxAid and how this affects your role as a volunteer. This morning, I will talk about these changes and run through how we see the volunteer’s role developing. There will be a chance for discussion and to “ brain storm “.

5. P800s into SA and Late filing penalties – recent Tribunal decisions
• Goldsmith (TC06284) - put into self assessment because HMRC couldn’t code out an underpayment.
Held that notice to file a tax return was invalid and that
HMRC could NOT collect any late filing penalties.
Galiara (TC06431) and Lennon (TC06453); similar cases
Judge in Lennon referred explicitly to the Goldsmith judgement
HMRC DO NOT need SA to collect PAYE underpayments; and
They already have assessing powers:
TMA s29 assessments and
recently-introduced simple assessment procedures. 
The implications for our clients – What do we advise?
Round table discussion
Welcome to the TaxAid Volunteers away day – thank you for coming and giving up your valuable free time. Today is a chance for us to update you on changes at TaxAid and how this affects your role as a volunteer. This morning, I will talk about these changes and run through how we see the volunteer’s role developing. There will be a chance for discussion and to “ brain storm “.

6. Failure to Notify (FTN) - Disclosure refresh
Distinction between being registered for SA not being
Voluntary disclosure
Outside Remit?
Within Remit?
Property income
Links to disclosure facilities:
Welcome to the TaxAid Volunteers away day – thank you for coming and giving up your valuable free time. Today is a chance for us to update you on changes at TaxAid and how this affects your role as a volunteer. This morning, I will talk about these changes and run through how we see the volunteer’s role developing. There will be a chance for discussion and to “ brain storm “.

7. Deloitte & Year end update AOB
Welcome to the TaxAid Volunteers away day – thank you for coming and giving up your valuable free time. Today is a chance for us to update you on changes at TaxAid and how this affects your role as a volunteer. This morning, I will talk about these changes and run through how we see the volunteer’s role developing. There will be a chance for discussion and to “ brain storm “.