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HMRC Grant Funding 2019-2020


Funding is available for the UK’s voluntary and community sector to provide advice and support to HMRC customers who need extra help understanding and complying with their obligations and claiming their entitlements.

Current Status
Open for Applications
Maximum value:
£ 45,000

Objectives of Fund

HM Revenue and Customs (HMRC) has £1.6 million funding for 2019 to 2020 to allocate to voluntary and community sector organisations to help them provide advice and support to HMRC customers who need extra help understanding and complying with their tax obligations and claiming their entitlements, including those who are digitally excluded. From 2020 HMRC will develop a longer term strategy, working with the VCS to provide the best support for customers who need extra help.

Value Notes

There is a total of £1.6 million for 2019-2020.

Grants of between £10,000 and £450,000, with a maximum threshold set at 50% of the organisation’s turnover (last audited accounts) are available.

Who Can Apply

Registered charities, voluntary and community organisations, social enterprises, mutual and co-operatives based in the UK can apply.

Applicants must be able to satisfy ALL of the following criteria in order to be eligible to apply for grant funding from HMRC:

  • Have three years of financial history in place.
  • Have a turnover of no less than £40,000 per annum.
  • No directors within the organisation to have been disqualified in the last five years.
  • No director, trustee, treasurer or anyone in a position of financial responsibility to have had a relevant conviction, such as for fraud, within the last three years.
  • Have sound and comprehensive financial systems and processes that enable them to track the amount of funding spent throughout the year, and demonstrate that they have allocated the funding to the specific activity detailed in their bid.
  • Be able to identify customers who have HMRC-related issues and be competent to help them with one or more HMRC services, for example: – tax (PAYE and Self Assessment, VAT, National Insurance) – tax credits – Child Benefit – debt management support.
  • Have in place an infrastructure for monitoring and evaluating that is capable of reporting agreed outcomes; ie the impact on their clients and that their outcomes represent value for money.
  • No aspect of the activity funded by this grant may be party-political in intention, use or presentation.
  • The grant cannot be used to support or promote religious activity.

Eligible Expenditure

The funding is for bids that include one or more of the following activities:

  • Advice and support – providing direct advice and support for HMRC’s customers who need extra help and cannot afford to pay for it.
  • Digital inclusion – assisting customers who are digitally excluded, to build their confidence and capability to use HMRC’s online services for themselves.
  • Specialist support and referrals – providing specialist advice and taking referrals by telephone or email from HMRC’s Needs Enhanced Support (NES), and assisting customers who need independent advice and support with more complex tax issues, for example complicated PAYE issues, or claims for Special Relief and appeals.

Applicants must have the infrastructure and capability to handle in the region of 700 referrals per year and would be responsible for bringing individual cases to conclusion.

VCS’s support is needed to help those customers HMRC currently find hardest to reach, or who cannot or will not interact directly with HMRC.

Some vulnerable/marginalised customer groups may find it difficult to interact with HMRC, for reasons that include geography, culture, language and trust.

Organisation must be able to help HMRC customers in these groups, who also display one or more of the following characteristics:

  • They are experiencing difficulties accessing HMRC services, due to illness, disability or digital exclusion.
  • They lack confidence, and are overly worried about making mistakes or are new to HMRC services.
  • They lack the ability to deal with tasks, for example, due to learning difficulties, memory problems, lack of language skills to be able to understand the tax system, complex working situations or several income strands.
  • They have mental health issues or are suffering extreme distress through life events, such as bereavement or the breakdown of a relationship.

Proposals will need to show how customers in these groups or any combination of these groups can be supported.

How To Apply

Guidance notes can be found on the GOV.UK website.

Organisations that are confident that they can provide the services HMRC seek and satisfy the eligibility criteria set out in the guidance notes will need to email HMRC for an application form at grantfunding.voluntaryandcommunitysector@hmrc.gsi.gov.uk

The timeline for the funding round is as follows:

  • 2 November 2018 – deadline for receipt of completed applications.
  • Within 3 working days – HMRC will acknowledge receipt of application.
  • From 17 December 2018 – notification sent to successful applicants.
  • 1 April 2019 – grant agreements in place and new funding begins.

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