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Using HMRC Tool kits?

I have started looking at HMRC Tool kits. I should have read these much earlier on.

I am hoping to get a feedback from others on these. Do you use them? Do you find these helpful? Any other comments? 

I noticed that it is not possible to save the "ticked" Tool kit. Am I right? If so, is there a way I can save the "ticked" sheet as a working paper. I do not want to print it.



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By Flash Gordon
08th Dec 2012 18:07

Incorporate into my own

I use my own Excel checklists and have incorporated the questions off the Toolkits into those - that way I remind myself of all the individual steps I know I need to do and I cover my back for HMRC. Some of the questions are helpful, others irrelevant, but I figure I've done my duty HMRC-wise if I've whizzed through them and noted N/A in my boxes.

Presumably you could print the toolkits into PDF files to save on your pc when you've completed them?

Thanks (1)
08th Dec 2012 19:28

HMRC Toolkits

They're good! and make you think about answers you need to have on file before giving advice or finalising a job. The ones relevant to us I've 'printed' to pdf for permanent reference; then we've done paper print outs in our duplex printer's booklet mode for easy reference. Flash Gordon's system of creating Excel checklists from them is very sensible and practical. 

Thanks (1)
By pawncob
08th Dec 2012 20:43


They sent me a notice informing me of the existence of the toolkits, sent to an address I haven't occupied for 7 years. No return address on the notice, so how do I tell them to amend their records?




Thanks (0)
By DMGbus
08th Dec 2012 21:19


The Toolkits can be useful where a client questions the tax treatment of their business.   The relevant section of a particular Toolkit can be given to them to justify the tax treatment utilised.    Easier than searching out legislation that the client might not understand.




Thanks (1)