
| 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. |
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