Where can I check the status of an S/EIS application?

Where can I check the status of an S/EIS application?

You can see the status of the application for each of your individual investments from your Portfolio page. You may see one of three different statuses for each investment you’ve made:

In Progress:

We’re currently working with the founder on compiling all necessary documents for the application.

With HMRC:

All relevant documentation has been sent off to HMRC for review. This period may take anywhere from six to eight weeks.

Dispatched:

HMRC has given us authority to distribute individual tax certificates. You’ll receive a notification to download them from your Portfolio.

UK taxpayers should note that tax treatment depends on the individual circumstances of each client and may be subject to change in future. To learn more about how SEIS or EIS works, please read the online HMRC guidance or contact your professional tax advisor.

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