Tolley®Tax Case Analytics

March Mo, 2021

What is changing?

Tax Case Analytics is the fastest and easiest way to see reasonable excuses for penalties.

Tolley®Library customers now have access to the fastest and most efficient way to determine if the taxpayer excuse has been considered reasonable or not by a tax tribunal. This gives practitioners rapid insights into likelihood of success for a dispute or appeal, inform their arguments, and provide advice to their clients.

With almost 1 million people penalised by HMRC each year for missing the tax return deadline, Tax Case Analytics is the ideal tool for supporting taxpayers through the post-tax-return season at the end of January.

Key features

  • Get an at-a-glance view of the cases that were granted as a reasonable excuse and which ones were not by choosing from the categories of excuse
  • Use the powerful sorting and filtering options to organise the case cards to further refine the results
  • Customers who subscribe to tax case content can click the case titles to call up more detailed content from across TolleyLibrary

How will this impact me?

Save time and reduce costs: Tax Case Analytics combines an innovative case card design with powerful filter and sorting options to enable customers to effortlessly organise the relevant tax cases before reviewing them in detail. Save the countless hours of unbillable time reviewing hundreds of cases just to get to the set that’s relevant to your client.

Better service for your clients: Triage taxpayer excuses on-the-fly whilst you’ve got your client on the phone. Simply pick the relevant categories of excuse and get an instant view of historical cases and whether any were granted as a reasonable excuse by a tax tribunal.

Improve likelihood of dispute or appeal success: With faster and easier access to relevant tax cases, customers can better inform their arguments and appeals by referencing winning arguments or avoid rejected reasons.

Feedback

If you would like to provide feedback on these enhancements, please contact our Product Development team.