Guidance

Horizon Convictions Redress Scheme (HCRS): request your tax records

Use this guidance to request your tax records if you are applying for financial redress under the Horizon Convictions Redress Scheme (HCRS). This will make the process quicker.

In the first instance you should use any information provided by the Post Office as evidence. Use this guidance if you need any additional information from HMRC. You can ask your legal representative to do this on your behalf with your signed consent (a digital signature is acceptable).

1. Download the formÌý

Download the (ODT, 9.55 KB) and complete it with your solicitor, if you have one.Ìý

2. Complete the formÌý

You must include :Ìý

  • your signature (electronic signatures are accepted) - if the applicant is unable to apply themselves, a power of attorney can sign for themÌý

  • personal details such as National Insurance Number and date of birthÌý

Completing the ‘tax years coveredâ€� sectionÌý

This is the time period for the records you are requesting. This should either be the year the applicant started the role in the Post Office branch, or 1999 â€� whichever is later.Ìý

Completing the ‘Third party detailsâ€� sectionÌý

If you would prefer HMRC to send the information to your solicitor, complete the ‘Third party details� section with their name and contact details.

Completing the ‘Other informationâ€� sectionÌý

In the ‘Other informationâ€� section of the form, you’ll need to request:Ìý

  • Form SA302 â€� this will be the applicant’s HMRC tax calculationsÌý

  • any other income records of the applicantÌý

  • ±è°ù´Ç±¹¾±»å±ð:Ìý

    • the company nameÌý

    • registered company numberÌýÌý

    • any VAT registration numberÌý

3. Send the form to HMRCÌý

Email the form to [email protected] once you have completed it. Type â€�HCRS applicationâ€� in the email subject field.

4. Submit the information to the Horizon Convictions Redress Scheme (HCRS)Ìý

If you are requesting a detailed assessment, when you receive your tax records, it may be helpful for you to upload the following to the HCRS portal:Ìý

  • all the documents and responses that you receive, if they are related to losses in your applicationÌý

  • the covering letter and form you submittedÌý

This information will be used to support your application, for example when calculating loss of earnings.Ìý

If you are unsure how to do this, contact your case worker or email [email protected].

Updates to this page

Published 30 July 2024

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