Self Assessment - Reasonable excuse for failing to file electronically

Mon, Aug 17, 2009


While as a general principle, Income Tax Self Assessment returns which are filed on paper after 31 October can attract a penalty, HMRC recognise that situations can arise where the application of a penalty is inappropriate, but a claim must be made for this treatment.

Going forward, a reasonable excuse claim must be made in writing in a letter attached to the paper tax return, or on a special claim form. It must include the following information:

  • either the error message or details of the error message which appeared where the attempt to file electronically failed.
  • The UTR (Unique Taxpayer Reference)
  • authorised agent name, address and contact details (if appropriate)
  • reason for claiming reasonable excuse
  • the date you tried to file a particular return online or realised that it could not be filed online
  • date of claim

According to the HMRC statement "HMRC does not want to penalise customers who have made a genuine attempt to file online and therefore a reasonable excuse claim received without details of the appropriate error message will be considered sympathetically on its merits."

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