This section is accessed via the data input tab within the tax return and is used to list any disclosed tax avoidance schemes that the client has used.

  • Scheme reference number‘ Enter the scheme reference number (SRN) provided by the scheme promoter or HMRC.
  • Tax year in which expected advantage arises’ Enter the tax year in which the advantage is expected to arise.

If the tax payer was a party to more than 3 schemes, only the first 3 schemes will be listed on the Tax Return. You will need to include the remaining schemes on form AAG4 and attach a copy to the Tax Return. Taxfiler does not currently produce the Form AAG4.