Year-end tax planning for companies - CPD module – NEW

This month's exclusive Accountancy Daily CPD module focuses on how to carry out an effective pre-year end review of the company’s tax affairs

It is important to know how to plan the tax affairs of a company efficiently for prior, current and future years, for example: where a company has paid tax which it believes not to be due, and it has no other options open to it for claiming relief, it may make a claim for the tax to be repaid.

The claim must be made in writing no later than four years after the end of the relevant period. A claim can be made in limited circumstances only

Circumstances in which a claim cannot be made include where the overpayment of tax relates to a mistake in a claim or election or in making/not making a claim or election.

By completing this module year-end tax planning for companies, you will be able to:

  • plan an effective review so that you make the most of your time;
  • look back at prior years in order to identify any potential actions;
  • identify opportunities for the current year in order to reduce your client’s tax bill; and
  • make suggestions for the future in order to help your client plan for the future.

This CPD module takes 20 minutes to complete and is followed by a short quiz to ensure thorough learning. There are also detailed course notes to ensure a full learning experience. Any CPD learning is also automatically added to Your CPD Tracker.

The course lecturer is Tony Jenkins CTA, a freelance tax lecturer with his own practice and has over 30 years’ experience in training and advising clients in all types of businesses.

Play the CPD module here

If you're already a subscriber, you can log in to access this CPD module.

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