SDLTM86230 - Compliance: Penalties

Legislation: Failure to keep and preserve records FA03/SCH10/PARA11: General

A penalty up to £3000 may be charged for each failure to keep or to preserve adequate records in respect of a land transaction return. For this purpose there can be only one failure for each return.

These penalties are subject to the normal appeal rights and can be abated by the Board.

The records required to be kept and preserved under this paragraph include

  • relevant instruments relating to the transaction, in particular, any contract or conveyance, and any supporting maps, plans or similar documents
  • records of relevant payments, receipts and financial arrangements

FA03/SCH10/PARA10 allows for the preservation of information instead of the original records. Records may be kept in an alternative form, such as microfiche or an electronic facsimile, as long as the information they contain is preserved.

If records are kept in this form they will be admissible as evidence before a land tribunal.

The purchaser has a duty, under FA03/SCH10/PARA9, to keep and preserve records for six years from the effective date of the transaction, or if later

  • the end of any enquiry
  • the end of the enquiry window

It is not HM Revenue & Customs intention to seek penalties under this legislation in every case where there is evidence that the purchaser had failed to maintain and retain the required records.

In the majority of cases where the purchaser has failed to keep adequate records and where, as a result, offences under FA03/SCH10/PARA11 have been brought to light, it will be sufficient simply to continue to reflect those failures in calculating the abatements considered appropriate.

Assurances should be given that FA03/SCH10/PARA11 penalties will only be sought in more serious cases where, for example, records have been deliberately destroyed to obstruct an enquiry or where there has been a history of serious record-keeping failures.

If it is considered that this action is appropriate a submission should be made