Statham v Revenue & Customs (INCOME TAX/CORPORATION TAX : Assessment/self-assessment) [2018] UKFTT 512 (TC) (24 August 2018)

Statham v Revenue & Customs (INCOME TAX/CORPORATION TAX : Assessment/self-assessment) [2018] UKFTT 512 (TC) (24 August 2018)

The discovery assessment was valid because HMRC could not have been reasonably expected, based on information made available by the taxpayer before the enquiry window closed, to be aware of the underdeclared income; repayment of disputed tax did not cancel the assessment.

Source-derived case information.

Citation
[2018] UKFTT 512
Parties
Appellant: Ms Elizabeth Statham; Respondents: The Commissioners for Her Majesty’s Revenue and Customs
Jurisdiction
United Kingdom
Judgment Date
24 August 2018
Procedural Posture
Income Tax Appeal / First Tier Tribunal Decision
Outcome
Appeal dismissed
Legal Topics
Discovery Assessment, Self Assessment, PAYE Regulations, Extra Statutory Concession A19
Tax Law Discovery Assessment Self Assessment PAYE Regulations Extra Statutory Concession A19

Source-derived case record

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Parties

Ms Elizabeth Statham

Appellant

The Commissioners for Her Majesty’s Revenue and Customs

Respondents

Procedural Posture

Income Tax Appeal / First Tier Tribunal Decision

  1. 1 Validity of discovery assessment under s 29 TMA 1970
  2. 2 Whether information made available to HMRC by taxpayer
  3. 3 Effect of repayment of disputed tax on assessment

Ratio Decidendi

The discovery assessment was valid because HMRC could not have been reasonably expected, based on information made available by the taxpayer before the enquiry window closed, to be aware of the underdeclared income; repayment of disputed tax did not cancel the assessment.

Court Disposition

Appeal dismissed

Orders

  • Assessment remains current and under appeal to Tribunal