HMRC Grant Funding 2024-2027

Aims/priorities: HMRC has £5.5 million of funding for 2024 to 2027 to allocate to voluntary and community sector organisations to help them provide support to HMRC customers who need extra help understanding and complying with their tax obligations and claiming their entitlements, including those who are digitally excluded.

HMRC is looking for voluntary and community sector (VCS) organisations to help customers to form or rebuild a relationship with HMRC that enables them to engage directly with HMRC in the future.

Who can apply? Registered charities, voluntary and community organisations, social enterprises, mutual and co-operatives based in the UK can apply.

Applicants must be able to satisfy ALL of the following criteria in order to be eligible to apply for grant funding from HMRC:

Have three years of financial history in place.
Have a turnover of no less than £60,000 per year.
No directors within the organisation to have been disqualified in the last five years.
No director, trustee, treasurer or anyone in a position of financial responsibility to have had a relevant conviction, such as for fraud, within the last three years.
Have sound and comprehensive financial systems and processes that enable them to track the amount of funding spent throughout the year, and demonstrate that they have allocated the funding to the specific activity detailed in their bid.
Be able to identify customers who have HMRC-related issues and be competent to help them with one or more HMRC services, for example:

- tax (PAYE and Self Assessment, VAT, National Insurance)

- tax credits

- Child Benefit

- debt management support

Have in place an infrastructure for monitoring and evaluating that is capable of reporting agreed outcomes; ie the impact on their clients and that their outcomes represent value for money.
No aspect of the activity funded by this grant may be party political in intention, use or presentation.
The grant cannot be used to support or promote religious activity.

Grant amount: There is a total of £5.5 million for 2024-2027, equating to £1.835 million per year.

Grants of between £30,000 and £600,000 per year, with a maximum threshold set at 50% of the organisation’s turnover (last audited accounts) are available.

Only one bid per organisation will be accepted.

Application process: Guidance notes can be found on the GOV.UK website.

There will be live Q&A sessions with the HMRC Grant Funding Team on: