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Get your overlap relief figure from HMRC

HMRC's overlap relief service was made available on 11 September.

  • There is guidance on how to calculate your client's overlap

  • To apply you will need to login into your agent services account

  • You will need to complete a separate request for each client. Not a problem if you have one or two, but a lengthy process for larger affected client portfolios.

  • HMRC will then provide a reply within 3 weeks - we will see.

  • Getting in early might give you a better chance of a reply to help with client planning

Do not understand why this is not a fully automated process but assume there are good technical reasons why this is not totally digital.

We will be covering the basis period changes on a podcast to be recorded w/c 18 September.

If you have any early experiences with requests please get in touch.

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