Partial exemption and a VAT 427 claim

VAT Question

My client recently deregistered from VAT but when they were registered for VAT they had both taxable and exempt income and so were partially exempt.

We are now raising our final accountancy bill for our work up to cessation and deregistration and understand that, using form VAT 427, our client can make a claim for the VAT that we are to charge.

As our client was partially exempt where registered for VAT is this VAT still claimable and, if so, how does their previously partially exempt statues affect the VAT recovery?

VAT Answer

Whilst the VAT is still recoverable, partial exemption does not ‘exist’ post deregistration and therefore the partial exemption deminimus rules that would normally apply to partially exempt businesses also do not apply to the recovery of VAT incurred after deregistration.

Instead, the VAT must be apportioned between the taxable and exempt former supplies made by the business and, as the deminimus rules do not apply, any VAT considered to be exempt VAT is not claimable, no matter the value.

In regard to the apportionment method to use in the above, where that VAT would have been non-attributable or residual input tax in a partial exemption calculation had it have been incurred during the time the business was registered for VAT, then you should look to the partial exemption calculation that should have been done up to the date of deregistration and use the taxable and exempt percentages from that calculation to apportion the VAT.

For example, if that final partial exemption calculation showed that your clients taxable sales were 50% of all of his sales, then 50% of the VAT incurred on your accountancy bill will be claimable on the VAT 427 claim.

Related VAT Questions

Evidence of Zero-Rate Building Services Regarding New Dwelling

My client is a DIY housebuilder and has engaged the services of a building contractor to build the house for them. The contractor is insisting that, in order for him to zero-rate his supplies to my

VAT on Baby Clothes

My client, who sells baby gifts and accessories, has just registered for VAT. Are these zero-rated supplies like children’s clothing? Items sold include baby sized towels, muslin cloths, blankets

Payroll for UK employees going to work overseas and offshore remote workers

We are frequently asked to advise on the Income Tax and National Insurance treatment of UK employees who are being sent to work overseas, and employees who will work remotely from an offshore locat

Supply and Installation of Window Blinds

My client supplies blinds for windows and back in 2021, supplied and installed some blinds to houses at a new housing development before the houses were complete.

What if the Supplier has Charged UK VAT

Do I need to reverse charge VAT for any supply of services ((i.e., software from Apple, Microsoft, Adobe etc…) with no valid vat receipt (no GB vat number). Is any supply of services (i.e.

Are ‘as new’ goods classed as “second-hand goods” for the Second-Hand Margin Scheme?

My client buys high end, high value footwear, mainly trainers, from private sellers so does not incur VAT when he buys the footwear. However, he will only buy the footwear if they are still boxed a

Vantage Fee Protect Customer Testimonials

Having changed over to Vantage a couple of years ago we have been very satisfied with the service. Especially the claims handling and technical advice lines for both our firm and insured clients on employment and business legal matters. The webshop Vantage offer allows our clients to join and pay electronically. This positively impacts our bottom line and makes things simple and efficient for our clients.

Linda Giles Chartered Accountant

Real people, real results

Vantage Fee Protect provide market leading Tax Fee Protection
Insurance schemes through accountants.

Don’t be shy,
get in touch

Vantage Fee Protect provide market leading Tax Fee Protection
Insurance schemes through accountants.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.