Eis3 claim form pdf 2025

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The document is an Enterprise Investment Scheme (EIS) claim form that allows investors to apply for tax relief on their investments. It includes sections for entering personal tax information, details about shares, and options for claiming income tax relief or deferral relief. The form requires the investor's Unique Taxpayer Reference (UTR), National Insurance number, and declarations regarding the accuracy of the provided information.

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What is the EIS3 form?

The EIS3 form is a key part of the Enterprise Investment Scheme (EIS) in the UK. It is issued by companies that have successfully raised capital through the EIS scheme and is used by investors to claim tax relief on their investments.

How to make an EIS claim?

Complete the EIS deferral section of your EIS form and attach it to your tax return. The SA100 form and online tax return also have a supplementary section called Capital gains summary pages where you should provide details of the gains you are claiming against.

Where do I send my SEIS3 claim form?

The claim form you receive (on pages 3 and 4 of SEIS3) can be completed and sent to your HMRC tax office. There are some conditions that you can use this method. These include: Both EIS3 certificates and EIS5 certificates contain the same details you need: There are some conditions that you can use this method.

How long does it take to claim EIS loss relief?

How to claim EIS loss relief Time limits for making a claim. Income tax: one year from 31 January, after the tax year in which the loss was made. Capital gains tax: four years after the end of the tax year in which the loss was made.

What is the difference between EIS3 and EIS5?

If you have invested through an EIS knowledge-intensive approved investment fund as a nominee, then the fund manager will receive compliance certificates (EIS3s) issued to them by the company or companies concerned. The manager will send you form EIS5 to submit, to make a claim for relief.

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How do I get an EIS?

The availability of the draft EIS is announced in a Federal Register notice and in press releases. Copies of the document are made available to the public through our web pages, individual mailings, and repositories such as public libraries.

What qualifies for EIS relief?

Qualifying investors In order to claim EIS relief an investor must: Not already hold shares which are not SEIS or EIS shares, except for subscriber shares. Not be an employee, or a Director, unless complex Business Angel rules apply.