How To Claim | Portal Tax Claims

Request a call back, a team member will call you back and
start the claim process.

howToClaim 1 How To Claim

Step By Step Guide To The Claim Process:

Step 1

WE explain to you about Capital Allowances and provide you with an illustration of the tax benefits along with our fees YOU sign an agreement and instruct Portal Tax Claims to start the claim process on your behalf.

Step 2

WE start the validation process and assess if a valid claim can be made.

Step 3

WE contact your key holder to arrange access to your property so that it
can be surveyed.

Step 4

WE use our capital allowances trained surveyors to extensively survey your property
for all eligible inherent fabrications.

Step 5

WE create a report that is in a HMRC approved format.

Step 6

WE send a draft copy of the HMRC approved report to you and your accountant
for which you have 7 days to make comments. If no comments are made or we do not hear back from you or your accountant then we will email you the invoice for the claim.
YOUR ACCOUNTANT signs off and agrees for this to be included in your tax computation. The payment option you picked now becomes applicable.

Step 7

YOUR ACCOUNTANT submits on your behalf to HMRC, for previous tax year(s)
and prepares current year to include the identified capital allowances within our
report.

Rating: 7.7/10 (7 votes cast)

Rating: +1 (from 1 vote)

How To Claim, 7.7 out of 10 based on 7 ratings

Calculate Your Likely Claim

Owner:

Property type:

Purchase price and/or Expenditure ():

Date of purchase:

Select Date Select

Est Allowances
Our Fee
Tax Relief on Fee
Net Fee Payable
Net Tax Benefit

Tax refund

10/11 Tax Year
11/12 Tax Year

Tax reduction for current year:

12/13 Tax Year

Balance tax for mitigation:

Future Tax Years

view details

Values Shown are not guaranteed and have been based upon assumptions including that you have paid tax over the last two years to at least the refund amount shown and assumes all assets are in the 20% main pool of allowances. Some assets may be in the 10% integral features pool which will lower the annual amount claimable, however the total benefit of the allowances remains the same. The amount claimed will depend upon your personal circumstances and are shown above for illustration purposes only.

This calculator is for illustration purposes only.

If AIA is included in the calculations, we assume that no previous deductions within the AIA allocation has been submitted.

You cannot claim Capital Allowances before the year of purchase.

Our fee is a legitimate business expense and as such is tax deductible.