CH63680 - Penalties for Failure to File on Time: Calculating the penalty: Calculation process: Unprompted disclosure calculation - example

Kelly filed her tax return 13 months after the filing date. Her failure was deliberate but not concealed. »Ê¹ÚÌåÓýapp disclosure was unprompted and does not involve an offshore matter. »Ê¹ÚÌåÓýapp tax liability (b) in her tax return is £12,000.

Step 1

»Ê¹ÚÌåÓýapp percentage for the quality of the disclosure (d) has been calculated as 80%.

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Step 2

»Ê¹ÚÌåÓýapp maximum penalty (f) is 70% and the minimum penalty (g) is 20%.

So the maximum disclosure reduction (e) is

(f) - (g) = (e)

70% - 20% = 50%.

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Step 3

»Ê¹ÚÌåÓýapp actual reduction percentage for disclosure (h) is

(e) x (d) = (h)

50% x 80% = 40%.

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Step 4

Penalty percentage (c) is

(f) - (h) = (c)

70% - 40% = 30%.

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Step 5

»Ê¹ÚÌåÓýapp penalty (a) is

(b) x (c) = (a)

£12,000 x 30% = £3,600.

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Step 6

£3,600 is larger than the minimum penalty of £300 and so is the amount of penalty incurred.