CLSO - DEADLINE 30th JUNE

[flamel]

All be all pre 10/11 years. And they also seem to be including years for which there was no enquiry or discovery assessment open

I read the documentation carefully - it says the CLSO is for "open years". Therefore I only gave them amounts for open years as that is what is said on their letter re CLSO - "The settlement opportunity will be open until 9 January 2015. It will allow eligible individuals to pay tax and interest to resolve open years of use of the arrangements and have certainty". (para 2, page 1)

"The opportunity will allow eligible individuals to settle any open enquiries relating to these arrangements based on the application of the 'Transfer of Assets' legislation." (Section 1, page 1).

In para 15, page 5
"Where we have an open enquiry or assessment for a year, we will need to consider those years in our calculations for settlement".

I hope I've got that right in filling out the D03 - I'm not settling so it's only an engagement thing in any case

[webberg]

I read the documentation carefully - it says the CLSO is for "open years". Therefore I only gave them amounts for open years as that is what is said on their letter re CLSO - "The settlement opportunity will be open until 9 January 2015. It will allow eligible individuals to pay tax and interest to resolve open years of use of the arrangements and have certainty". (para 2, page 1)

"The opportunity will allow eligible individuals to settle any open enquiries relating to these arrangements based on the application of the 'Transfer of Assets' legislation." (Section 1, page 1).

In para 15, page 5
"Where we have an open enquiry or assessment for a year, we will need to consider those years in our calculations for settlement".

I hope I've got that right in filling out the D03 - I'm not settling so it's only an engagement thing in any case

In my opinion that is entirely correct - include only open years.

When you get the calculation - check it carefully.