I've invested in a EIS-eligible scheme (EIS fully granted by HMRC) in November 2019. I've been told (by the large, reputable investment firm) it will take a few months for me to get my EIS3 form and that's common for such investments.
However, I wish to claim my EIS tax relief for the previous tax year, for which I filed my self-assessment in January 2019.
It goes without saying I can’t add the details of the EIS tax-relief eligible investment to the “other information” section of my self-assessment tax form for the previous tax year as obviously that was completed and submitted a long time ago (in January 2019).
At least five websites I’ve studied all state example the same thing: the way to reclaim for a previous tax year is to fill out pages 3 and 4 of the EIS3 form e.g.:
“If you have been issued an EIS3 certificate for shares issued in the previous tax year and have already filed a tax return, you can complete the form on page 3 of the certificate ticking “Tax Relief for a previous year”, tear off this page and send it to HMRC, who will process this claim and which may result in a rebate.”
I assume the deadline for claiming for the previous tax year is very close, 31.01.20. I won't get my EIS3 form by then. Therefore what can I do please?
Thanks for your help.
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