Disclosure of Tax Avoidance Schemes

Option Description
Name of scheme / arrangement Enter the name of the scheme or arrangement. This name does not appear on the Tax Return but is required as an identifier on the Annual Data Navigator.
Scheme reference number

Enter the reference number of the scheme or arrangement. This should have been provided to you by the scheme promoter, who will have received the reference from HM Revenue & Customs  following notification of the scheme. If the scheme promoter has not yet made the Scheme reference number available, then enter the Promoter reference number here.

Note: If you wish to disclose both the Scheme reference number and the Promoter reference number, then enter the Scheme reference number here and the Promoter reference number under Additional information.
Tax year of expected advantage Enter the tax year for which the tax advantage is expected to arise, in 'yyyy' format. This is a mandatory requirement and you will not be able to save the details without entering a year.
Name of promoter This information is optional.
Address of promoter This information is optional.
Postcode This information is optional.
Telephone This information is optional.
Amount of investment This information is optional.
Do not carry forward this item Tick this box if details of the scheme are not required to be returned in a later year. If the box is unticked the information will carry forward when the client is year updated. The year of expected benefit and amount of investment will not be carried forward and will need to be amended within the new tax year.

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Disclosure of tax avoidance schemes