Guidance on genuine HMRC contact methods and current research

HMRC has updated its guidance detailing legitimate methods of contact for specific outreach and research initiatives. The department may utilise combinations of letters, emails, phone calls, or texts to ensure secure communication. Current active programmes include research into employer tax obligations, feedback requests on the advanced assurance pilot, and surveys regarding the experiences of agents and small businesses with HMRC interactions. Other communications relate to tax code changes, Budget Payment Plan information, and updates on formal complaints or VAT 126 claims.

What it means for a practice

• Advise clients that HMRC and its commissioned research partners, such as IFF Research or Natcen, may reach out via multiple channels for voluntary surveys.
• Remind staff to verify if an unexpected contact is listed in the official HMRC guidance, particularly if it requests engagement in research or feedback.
• Ensure clients understand that legitimate HMRC communications regarding these specific programmes will not request personal financial information, helping to safeguard against potential phishing attempts.