5 September 2024 < 1 min read

Business & Partial Exemption – HMRC Penalty Reduction

Michael Mitchell
VAT Retrieval Analyst

We were asked recently to review the business and partial exemption VAT calculations for an NHS Trust which had received VAT assessments in excess of £2m from HM Revenue & Customs.

The Trust’s business and partial exemption calculations had been calculated by another adviser, but HMRC disputed the calculations, which eventually led them to raise the large assessment.

After a detailed review of the income and expenditure of the Trust over the periods in question, we were able to agree calculations with HMRC which reduced the assessments to a figure below £160K.