Get Eis3 Claim Form Pdf

Filling out the EIS3 Claim Form PDF online can seem daunting, but with clear guidance, you can complete it accurately and efficiently. This guide will walk you through each section and field, ensuring you understand the process and maximize your claim.

Follow the steps to accurately complete the EIS3 Claim Form PDF

1. Click the ‘Get Form’ button to access the EIS3 Claim Form PDF and open it in your preferred PDF editor.
2. Begin by entering your Unique Taxpayer Reference (UTR) in the designated field. If you do not have a UTR, you may leave this section blank.
3. In the 'Enterprise Investment Scheme Claim Form' section, refer to page 1 of your certificate to complete the number of shares and type of shares accurately.
4. Fill in the date of issuance for your shares in the 'Date issued' field using the format DD MM YYYY.
5. Provide the Unique Investment Reference (UIR) number related to your claim for EIS Income Tax relief.
6. Indicate the amount on which you are claiming relief by entering the sum in the specified field.
7. If you wish to have relief applied directly to your PAYE tax code, select the appropriate box and fill in the required fields for the amount of relief.
8. If you are claiming relief for a prior tax year, select the corresponding box and enter the amount claimed and the relevant year ending on 5 April.
9. For claims related to EIS deferral relief, list any assets disposed of along with their date of acquisition and date of disposal, and provide the chargeable gains before losses for each asset.
10. Complete the declaration section by providing your name in capital letters, signature, full address, and date, ensuring all details are correct to the best of your knowledge.
11. Once all fields are accurately filled out, save your changes. You may then download, print, or share the completed form as necessary.

Take action now and complete your EIS3 Claim Form PDF online to secure your tax relief benefits.