HMRC grant programme to provide advice and support

13.10.15

HM Revenue and Customs (HMRC) has £1.5m funding to allocate per year for the next three years (2016 to 2019) to voluntary and community sector organisations to provide advice and support to customers who need extra help understanding and complying with their tax obligations.

Registered charities, voluntary and community sector organisations, social enterprises, mutual and co-operatives based in the UK with an income exceeding £40,000 a year can apply. Grants will range from £10,000 to £450,000 with a maximum threshold set at 50% of the organisation’s turnover (last audited accounts).

HMRC is looking for organisations to help customers to form or rebuild a relationship with HMRC that enables them to engage directly with them in the future. Bids should include one or more of the following activities:

  • providing advice and support for HMRC’s customers who need extra help and cannot afford to pay for it
  • assisting customers who are digitally excluded, to build their confidence and capability to use HMRC’s online services for themselves
  • providing specialist advice and taking referrals by telephone or email from HMRC’s extra help service
  • 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

Organisations interested in applying would need to be able to handle in the region of 700 referrals per year, and would be responsible for bringing individual cases to conclusion.

Organisations must be able to help HMRC customers that are hard to reach and who cannot or will not interact directly with HMRC either due to culture, language, trust, or geography, and who display one or more of the following characteristics:

  • experience difficulties accessing HMRC services, due to illness, disability or digital exclusion
  • lack confidence, and are overly worried about making mistakes or are new to HMRC services
  • lack the ability to deal with tasks, for example, due to learning difficulties, memory problems, lack of language skills to be able to understand the tax system, complex working situations or several income strands
  • have mental health issues or are suffering extreme distress through life events, such as bereavement or the breakdown of a relationship

Proposals will need to show how the applying organisation can support customers in these groups or any combination of these groups.

The deadline for applications is 8 November 2015.

Full information is available on the GOV.UK website