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"Professional bundles for HMRC tax appeals"

Tax Tribunal Bundle Software

Create court-ready bundles for the First-tier Tribunal (Tax Chamber). Income tax, VAT, CGT, IHT, penalties, and discovery assessment appeals. Designed around the Tribunal Procedure Rules 2009.

Every stop on the journey explains the step, with a template, official form or hearing bundle wherever one is needed

How do I prepare a Tax Tribunal bundle?

The Tax Chamber's PDF bundle guidance lists the notice of appeal, statement of case, the decisions under appeal, the appeal letters, relied-on correspondence, witness statements and directions (para 4), with authorities in the bundle or separately (para 5). BundleCreator automatically formats your bundle with an index, pagination, and cross-references.

Create Your Tax Tribunal BundleSee How It Works

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Built around the Tribunal Procedure Rules
Automatic Document Indexing

Your Tax Tribunal Journey

Select your case stage

Each stop is a step in the journey. Large rings are hearings where you build a court bundle; small grey dots are steps you file or take, hollow dots are deadlines or events, and diamonds are forms. The key below the map explains every symbol. Click any stop to see what it involves.

iAppellant RouteTaxpayer SideHMRC DecisionHMRC ReviewIf neededAppeal BundleN/A (filed with FTT)HardshipHMRC, then FTT (Tax)Where unpaid VAT is in dispute (hardship) or direct tax is believed to be overcharged (postponement)CategorisationHMRC SoCMHMRC ADRIf neededDocuments ExchangeHearingFTT Tax ChamberFTT DecisionUT PermissionIf needed⚠ 30 d⚠ 30 d post-reviewallocation on receiptHMRC SoC 42/60 d42 ddecision notice⚠ 14 d reasons / 56 d permissioniHMRC (Respondent) RouteRespondent SideStatutory ReviewHMRC (internal)If neededHMRC SoCFirst-tier Tribunal (Tax…HMRC List of DocsFirst-tier Tribunal (Tax…HMRC WitnessesFirst-tier Tribunal (Tax…HMRC SkeletonFirst-tier Tribunal (Tax…HMRC ADR (Resp)HMRC (internal — ADR sch…Where parties want a facilitated settlement attemptHearing (HMRC)First-tier Tribunal (Tax…45 d review windowRule 25 (28–60 d by category)42 d (Rule 27)iOnward AppealsIf AppealingUT AppealUpper Tribunal (TCC)If permission to appeal grantedCourt of AppealCourt of AppealIf permission granted⚠ 1 month
Lines:Appellant RouteHMRC (Respondent) RouteOnward Appeals
Stops:Decision hearing — the court or tribunal decides the case here; bundle requiredOptional hearing — dashed ring: only held in some casesProcess step — something you file or do, no bundleOptional step — dashed: not always applicable (e.g. only if needed or agreed)Mediation step — mediation, a MIAM or early conciliation happens here
Reading:Blog Insight — purple book icons link to a related article (opens in a new tab)
Timing:statutory — miss this and loserequired noticetypical wait
Laws:This journey summarises the procedure under Taxes Management Act 1970 ss.31–31A, 49–49I, 50, 54, 55, Value Added Tax Act 1994 ss.83–84, Tribunals, Courts and Enforcement Act 2007 ss.11–13, Tribunal Procedure (First-tier Tribunal) (Tax Chamber) Rules 2009 (SI 2009/273, as amended to 2 March 2026), Tribunal Procedure (Upper Tribunal) Rules 2008 rr.21, 23, 44 and FTT (Tax Chamber) General Guidance on PDF Bundles (24 February 2025). General information only — not legal advice.
© Steleo Publishing Ltd 2026. BundleCreator.co and the tube-map journey design are trade brands of Steleo Publishing Ltd.

Tax tribunal appeals begin with an appealable decision from HMRC — this may be an assessment, penalty, VAT ruling, or other determination. Check the decision letter carefully for your appeal rights and time limits. HMRC must offer a review of VAT decisions (s.83A) and may offer one on direct-tax appeals (TMA s.49C); you have 30 days to accept. Direct tax: appeal to HMRC within 30 days (TMA s.31A), then to the tribunal after HMRC's view or review (ss.49D, 49G, 49H). VAT: appeal to the tribunal, or accept HMRC's review, within 30 days (VATA ss.83C, 83G). Late appeals need HMRC's agreement or the tribunal's permission (TMA s.49; FTT r.20(4)); the tribunal applies Martland v HMRC [2018] UKUT 178 (TCC) at [44]. The tribunal categorises your case into one of four categories, which determines the procedure, hearing length, and whether costs can be awarded: (1) Default Paper — straightforward appeals suitable for paper disposal (fixed penalties, surcharges, simple information notices) decided on the papers under Rule 26 of the FTT (Tax Chamber) Rules 2009 unless a party requests an oral hearing; the test is procedural simplicity, not monetary value (there is no £20,000 cap); (2) Basic — usually a hearing with minimal exchange of documents (r.23(2)(b)); (3) Standard — detailed case management and a hearing (r.23(2)(c)); (4) Complex — lengthy or complex evidence, an important principle or a large sum (r.23(4)); costs shifting applies unless the taxpayer opts out within 28 days (r.10(1)(c)). In every category costs may be awarded for wasted costs or unreasonable conduct (r.10(1)(a),(b)). HMRC serves its statement of case within 42 days (Default Paper) or 60 days (Standard/Complex) (r.25(1)); none in Basic cases (r.24(2)). The statement of case sets out the legal basis for the decision, relevant facts, and arguments. The tribunal then issues directions for exchange of documents, witness statements, expert evidence (if any), and skeleton arguments. HMRC's Alternative Dispute Resolution (ADR) service is available for most tax disputes and can run alongside tribunal proceedings. It provides a neutral HMRC facilitator to help resolve the dispute, has no fee, and is conducted on a without-prejudice basis. Note: Default Paper cases may be determined on the papers without a hearing.

Important: This journey map shows the typical stages of the relevant court or tribunal proceedings. It is general information, not legal advice. Every case is different. For advice about your specific situation, consult a solicitor or instruct a barrister directly.

The law, court fees and time limits can change. We work hard to keep this map accurate, but it may contain errors or become out of date, so please check anything important against the official source — for example legislation.gov.uk or GOV.UK. To the fullest extent permitted by law, Steleo Publishing Limited does not accept liability for any loss arising from reliance on this map. Each stop represents a stage where a separate bundle may be required; BundleCreator handles the formatting — it does not replace professional legal advice.

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Quick Answer

For a Tax Tribunal hearing, your bundle should contain the notice of appeal, HMRC's statement of case, your reply, the assessment or penalty determination under appeal, the HMRC review conclusion letter, all relevant enquiry correspondence, witness statements with exhibits, documentary evidence supporting your grounds of appeal, skeleton arguments, and a separate authorities bundle listing relevant legislation (TMA 1970, VATA 1994, Finance Acts) and case law. BundleCreator is online tribunal bundle software that structures these automatically with paginated indexing, hyperlinks, and bookmarks for digital submission.

Last reviewed: 27 September 2026 by Stevie Hayes

Money Claims and Tax Tribunal Bundle UK: In Brief

A money claims bundle covers debt recovery and contractual money claims in the County Court under CPR Parts 7 and 8; a tax tribunal bundle is filed at the First-tier Tribunal (Tax Chamber) for appeals against HMRC decisions. Tax tribunal proceedings run under the Tribunal Procedure (First-tier Tribunal) (Tax Chamber) Rules 2009. Both jurisdictions produce structured, paginated bundles with documentary evidence and witness statements.

Money claims forms
N1 (claim form), N9B (defence), N244 (general application)
Tax tribunal forms
Form T240 (Notice of Appeal to the Tax Chamber); case management directions and witness evidence follow Tribunal directions rather than prescribed forms
Time limits
Direct tax: appeal to HMRC within 30 days (TMA s.31A), then notify the tribunal (s.49D; within 30 days of a review conclusion or of an unaccepted offer of review, ss.49G, 49H); VAT: 30 days (VATA s.83G); contract claims: 6 years (Limitation Act 1980 s.5)
Jurisdiction
County Court (money claims), First-tier Tribunal (Tax Chamber), Upper Tribunal (Tax and Chancery) for onward appeals
Bundle size
Tax tribunal bundles emphasise statutory references and computation evidence; up to 1,000 pages supported

Official guidance: FTT (Tax Chamber) Rules 2009 — legislation.gov.uk

UK tax appeals key facts, 2026

Primary UK references on FtT(TC) procedure, time limits, and HMRC review.

StatValueSource
Tribunal procedure rulesTribunal Procedure (FtT) (Tax Chamber) Rules 2009SI 2009/273
Standard appeal time limit30 days from the appealable decisionSection 31A, TMA 1970
HMRC statutory reviewOptional — 30 days to accept an offer; 45 days for HMRC to complete (s.49E(6))Sections 49A-49I, TMA 1970
Track allocationDefault Paper, Basic, Standard, or Complex (FtT discretion)Rule 23, FtT(TC) Rules 2009
Reasonable excuse — late payment / filingDefence to late filing and late payment penalties (Sch 55 para 23; Sch 56 para 16; FA 2021 Sch 24 para 19, Sch 26 para 12)Schedule 55, Finance Act 2009
Self-assessment late filing penalty£100 fixed + escalating daily / percentage penalties (for Income Tax users of Making Tax Digital from 2026-27: FA 2021 Sch 24 points-based £200 penalty)Schedule 55, Finance Act 2009
Onward appealUpper Tribunal (Tax and Chancery Chamber) on point of lawSection 11, Tribunals, Courts and Enforcement Act 2007
30 days

HMRC appeal deadline

A taxpayer has 30 days from the date of an HMRC assessment, amendment, or decision to give notice of appeal, to HMRC (direct tax) or to the tribunal (VAT).

Source: TMA 1970 s.31A; VATA 1994 s.83G

Tax Chamber

First-tier Tribunal (Tax)

Tax appeals are heard by the First-tier Tribunal (Tax Chamber) with onward appeal on points of law to the Upper Tribunal (Tax and Chancery Chamber).

Source: Tribunals, Courts and Enforcement Act 2007

Built for Tax Practitioners

Every feature designed for First-tier Tribunal (Tax Chamber) proceedings

Built around the Tribunal Procedure Rules

Bundles designed around the Tribunal Procedure (FTT Tax Chamber) Rules 2009. Correct sections for assessments, correspondence, and evidence.

Tax-Specific Index Format

Paginated index with document descriptions, dates, and authors. Hyperlinked index and bookmarks, as the Tax Chamber's PDF bundle guidance asks (para 7(7)–(8)).

HMRC Correspondence Sections

Dedicated sections for HMRC assessments, closure notices, penalty determinations, review conclusions, and enquiry correspondence.

Penalty Calculation Support

Templates covering penalty categories under Schedules 24, 41, 55, and 56. Reasonable excuse grounds clearly structured.

Discovery Assessment Defence

Structured sections for challenging discovery assessments under s.29 TMA 1970, including time limit defences under ss.34 and 36.

Authorities Bundle Generation

Separate authorities bundle with legislation extracts and case law. Skeleton argument section with cross-references to evidence.

Understanding Tax Tribunal Bundles

Everything you need to know about preparing bundles for HMRC appeals

The First-tier Tribunal (Tax Chamber)

The First-tier Tribunal (Tax Chamber) hears appeals against decisions made by HM Revenue and Customs. Governed by the Tribunal Procedure (First-tier Tribunal) (Tax Chamber) Rules 2009, it handles disputes covering income tax, corporation tax, VAT, capital gains tax, inheritance tax, stamp duty land tax, and penalties.

Appeals are categorised as Default Paper, Basic, Standard, or Complex. The category determines hearing procedures, costs rules, and bundle requirements. Proper bundle preparation is essential - poorly organised bundles waste tribunal time and can prejudice your case.

Categories of Tax Appeal

The Tax Chamber assigns cases to one of four categories, each with different procedural requirements and costs implications.

  • Default Paper: usually decided without a hearing (r.23(2)(a)); any party may ask in writing for a hearing (r.26(7))
  • Basic: usually a hearing with minimal exchange of documents
  • Standard: detailed case management and a hearing
  • Complex: costs shifting applies unless the taxpayer opts out within 28 days (r.10(1)(c))
  • In every category costs may be ordered for wasted costs or unreasonable conduct (r.10(1)(a),(b)).

Types of Tax Appeals

The Tax Chamber handles a broad range of disputes arising under the Taxes Management Act 1970, the Value Added Tax Act 1994, and related legislation. Common appeals include challenges to assessments, penalty determinations, and HMRC information notices.

  • Self-assessment corrections and closure notice disputes (s.28A TMA 1970)
  • Discovery assessments under s.29 TMA 1970
  • VAT assessments, input tax recovery, and registration disputes
  • Penalty appeals: inaccuracies (Sch 24 FA 2007), late filing (Sch 55 FA 2009), late payment (Sch 56 FA 2009)
  • Capital gains tax: principal private residence relief, business asset disposal relief (formerly entrepreneurs' relief; TCGA 1992 s.169H)
  • Inheritance tax: business property relief, agricultural property relief, valuation
  • IR35 and employment status disputes (off-payroll working)
  • Information notice appeals under Sch 36 FA 2008

Appeal Procedure and Time Limits

Strict time limits apply to tax appeals. Under s.31A TMA 1970, a notice of appeal must be given to HMRC within 30 days (direct tax); VAT appeals go to the tribunal within 30 days (VATA s.83G). Late appeals need HMRC's agreement (reasonable excuse, TMA s.49(3)–(6)) or the tribunal's permission (Martland). HMRC must offer a review of VAT decisions (s.83A) and may offer one on direct-tax appeals; a direct-tax appellant may require one (TMA ss.49B–49C).

  • 30 days to appeal (to HMRC for direct tax; to the tribunal for VAT)
  • HMRC review: optional 45-day internal review process
  • Late appeals: need HMRC's agreement (reasonable excuse, TMA s.49(3)–(6)) or the tribunal's permission (Martland)
  • Alternative Dispute Resolution (ADR): not available for Default Paper or Basic cases or automatic penalties

Appeal-Specific Templates

Choose the template that matches your tax dispute

Income Tax Appeal

Self-assessment disputes, closure notice challenges, and PAYE coding appeals (Income Tax (PAYE) Regulations 2003 reg 18).

VAT Appeal

Input tax recovery disputes, registration challenges, and assessment appeals under VATA 1994.

Penalty Appeal (Late Filing)

Appeals against late filing penalties under Sch 55 FA 2009. Reasonable excuse defence sections.

Penalty Appeal (Inaccuracy)

Challenges to inaccuracy penalties under Sch 24 FA 2007. Careless vs deliberate distinction.

Discovery Assessment Defence

Structured defence against HMRC discovery assessments under s.29 TMA 1970.

Capital Gains Tax Appeal

PPR relief disputes, business asset disposal relief, and valuation challenges under TCGA 1992.

IR35 / Employment Status

Off-payroll working status disputes. Sections for engagement terms, working practices, and substitution evidence.

Inheritance Tax Appeal

Business and agricultural property relief claims, valuation disputes, and domicile challenges under IHTA 1984.

View All Tax Templates

Manual Bundling vs Tax Tribunal Bundle Creator

See how BundleCreator streamlines tax appeal bundle preparation for the First-tier Tribunal (Tax Chamber)

FeatureManual BundlingBundleCreator
PD27A format checks
Automatic pagination
Index generation
Time to prepare bundle
4-8 hours
30-60 mins
PDF compression
Secure document storage
Template guidance
Error reduction
Designed to follow the Tax Chamber Rules
Automatic consecutive pagination
HMRC correspondence chronology
Financial statement indexing
Calculation schedule formatting
Tribunal filing format (text-based, embedded fonts)
Statutory provision cross-referencing
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Free tools for your case

Picked for HMRC tax tribunal appeals and money claim bundles.

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Live fees from the GOV.UK EX50 schedule for every claim type.

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Court Deadline Calculator

Filing deadlines from your hearing date — family, civil, ET.

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Guides & Articles

Tax Tribunal Appeal Bundle: How to Prepare for a First-tier Tribunal Hearing

Guide to preparing a tax tribunal appeal bundle. Covers HMRC disputes, the First-tier Tribunal (Tax Chamber), evidence requirements, time limits, and the four case categories.

13 min read

VAT Tribunal Appeals: How to Challenge HMRC Assessments

How to appeal a VAT assessment to the First-tier Tribunal (Tax Chamber). Covers grounds of appeal, the review process, evidence requirements, and bundle preparation for VAT disputes.

12 min read

Self Assessment Tax Penalties: How to Appeal to the Tribunal

How to appeal a self assessment tax penalty to the First-tier Tribunal. Covers reasonable excuse, the penalty regime, statutory review, and evidence needed for your appeal bundle.

10 min read

IR35 Status Disputes: Appealing to the Tax Tribunal

Guide to appealing IR35 status determinations to the First-tier Tribunal (Tax Chamber). Covers the tests for employment status, evidence requirements, and preparing your appeal bundle.

13 min read

First-tier Tribunal (Tax Chamber) and Upper Tribunal hearings

HMRC appeals heard in the FTT Tax Chamber and Upper Tribunal (Tax and Chancery) under the Tribunal Procedure (FTT) (Tax) Rules 2009.

Browse all 356 UK courts and tribunals →

See it in action

A short walkthrough — what BundleCreator looks like inside, before you sign up.

Thumbnail: Creating Your First Bundle
1:39

Walkthrough

Creating Your First Bundle

From the dashboard to a court-ready bundle in under two minutes — pick your area, pick your hearing type, and BundleCreator pre-loads the templates the matter typically needs.

Watch the walkthrough→

Tax disputes — know when to brief specialist help

Tax tribunal procedure can be navigated alone; the underlying tax position is rarely best handled without expert eyes. BC is a presentation tool.

Thumbnail: When to Stop and Get Legal Advice
2:44

Knowing the Boundary

When to Stop and Get Legal Advice

HMRC disputes carry hard tribunal deadlines and turn on technical points — discovery assessments, time limits, the burden rules (TMA s.50(6); HMRC bears the burden on penalties and discovery). BundleCreator handles the bundle; advice on the substantive case stays with your legal representative or chartered tax adviser. Eight situations + named signposts including TaxAid and LITRG.

Watch — When to Get Legal Advice→

Tax Tribunal Bundle FAQs

Common questions about tax appeal bundles and Tribunal procedures

BundleCreator's Money & Tax template produces an FtT Tax Chamber bundle: the Notice of Appeal, the HMRC Statement of Case, the appellant's response, calculation schedules, witness statements, expert evidence (where commissioned), HMRC's correspondence trail, and authorities. The output has page numbers matching the PDF pages, as the Tax Chamber's PDF bundle guidance asks (para 7(4)), and is OCR'd, hyperlinked-index, and bookmarked — designed to align with the FtT Tax Chamber's Procedure Rules and electronic bundle requirements. From £24.99 a month.

Accountants representing clients in HMRC disputes (lay representation is permitted in the FtT Tax Chamber under rule 11 of the Tribunal Procedure (First-tier Tribunal) (Tax Chamber) Rules 2009) need: the HMRC decision under appeal (assessment, penalty, closure notice), the Notice of Appeal, the client's records relied on (accounts, bank statements, invoices), HMRC's Statement of Case, calculation schedules showing the disputed figures, and authorities. BundleCreator's Money & Tax template orders these for the FtT Tax Chamber with paginated, OCR'd, hyperlinked-index output.

Upper Tribunal (Tax and Chancery Chamber) bundles for tax appeals on points of law need: the Notice of Appeal, the FtT decision under appeal, the UT's permission decision, the original FtT bundle (or relevant excerpts), skeleton arguments, and authorities. BundleCreator's Money & Tax template handles UT preparation with appeal-bundle structure paginated continuously through the e-bundle, following the UT's directions.

VAT appeal bundles for the FtT Tax Chamber need: the VAT assessment or refusal notice, the Notice of Appeal, the appellant's witness statement, VAT records (invoices, returns, supporting documentation), HMRC's Statement of Case, calculation schedules, and authorities (Halifax v Customs and Excise on abuse of rights, Mahagében on input tax recovery, Optigen on transactions in the supply chain). BundleCreator's Money & Tax template orders these with paginated, OCR'd output.

Income tax appeal bundles need: the HMRC assessment or closure notice, the Notice of Appeal, the appellant's witness statement explaining income sources and expenses, supporting records (bank statements, invoices, payslips, contracts), HMRC's Statement of Case, calculation schedules, and authorities. BundleCreator's Money & Tax template produces a tribunal-ready bundle — paginated, OCR'd, hyperlinked-index, and bookmarked for the FtT Tax Chamber.

Tax tribunal calculation schedules typically run alongside witness statements: the witness statement explains the source of figures and the methodology; the calculation schedule shows the working. BundleCreator's Money & Tax template pairs witness statements with their underlying calculation schedules in adjacent positions in the bundle, with hyperlinks from each schedule line to the supporting witness statement paragraph and source documents.

BundleCreator's Essential tier is £24.99 a month — well-suited to sole tax practitioners and accountants representing clients in FtT Tax Chamber appeals. The Pro tier (£49.99 a month, 40 total bundles) suits higher-volume tax-disputes practices. The output is a paginated, OCR'd, hyperlinked-index bundle ready for the FtT's electronic filing.

BundleCreator runs on Google Cloud's London region (europe-west2) — primary storage, backups, and processing all in the UK. AES-256 at rest, TLS 1.3 in transit. Tax records, business accounts, source-of-funds evidence, and HMRC correspondence stay within UK borders, removing UK GDPR Article 44 transfer concerns and aligning with the solicitors' professional duty of confidentiality (and the equivalent ICAEW/ACCA confidentiality duties for accountants in tax practice).

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Frequently Asked Questions

What is the best bundle template for the First-tier Tribunal Tax Chamber?

BundleCreator's Money & Tax template produces an FtT Tax Chamber bundle: the Notice of Appeal, the HMRC Statement of Case, the appellant's response, calculation schedules, witness statements, expert evidence (where commissioned), HMRC's correspondence trail, and authorities. The output has page numbers matching the PDF pages, as the Tax Chamber's PDF bundle guidance asks (para 7(4)), and is OCR'd, hyperlinked-index, and bookmarked — designed to align with the FtT Tax Chamber's Procedure Rules and electronic bundle requirements. From £24.99 a month.

How do I prepare an HMRC dispute bundle as an accountant representing a client?

Accountants representing clients in HMRC disputes (lay representation is permitted in the FtT Tax Chamber under rule 11 of the Tribunal Procedure (First-tier Tribunal) (Tax Chamber) Rules 2009) need: the HMRC decision under appeal (assessment, penalty, closure notice), the Notice of Appeal, the client's records relied on (accounts, bank statements, invoices), HMRC's Statement of Case, calculation schedules showing the disputed figures, and authorities. BundleCreator's Money & Tax template orders these for the FtT Tax Chamber with paginated, OCR'd, hyperlinked-index output.

How do I prepare an Upper Tribunal Tax and Chancery bundle?

Upper Tribunal (Tax and Chancery Chamber) bundles for tax appeals on points of law need: the Notice of Appeal, the FtT decision under appeal, the UT's permission decision, the original FtT bundle (or relevant excerpts), skeleton arguments, and authorities. BundleCreator's Money & Tax template handles UT preparation with appeal-bundle structure paginated continuously through the e-bundle, following the UT's directions.

How do I prepare a VAT appeal tribunal bundle?

VAT appeal bundles for the FtT Tax Chamber need: the VAT assessment or refusal notice, the Notice of Appeal, the appellant's witness statement, VAT records (invoices, returns, supporting documentation), HMRC's Statement of Case, calculation schedules, and authorities (Halifax v Customs and Excise on abuse of rights, Mahagében on input tax recovery, Optigen on transactions in the supply chain). BundleCreator's Money & Tax template orders these with paginated, OCR'd output.

How do I prepare an income tax appeal bundle on a deadline next week?

Income tax appeal bundles need: the HMRC assessment or closure notice, the Notice of Appeal, the appellant's witness statement explaining income sources and expenses, supporting records (bank statements, invoices, payslips, contracts), HMRC's Statement of Case, calculation schedules, and authorities. BundleCreator's Money & Tax template produces a tribunal-ready bundle — paginated, OCR'd, hyperlinked-index, and bookmarked for the FtT Tax Chamber.

How do I prepare calculation schedules and witness statements for a tax appeal?

Tax tribunal calculation schedules typically run alongside witness statements: the witness statement explains the source of figures and the methodology; the calculation schedule shows the working. BundleCreator's Money & Tax template pairs witness statements with their underlying calculation schedules in adjacent positions in the bundle, with hyperlinks from each schedule line to the supporting witness statement paragraph and source documents.

Is there a cheap FtT Tax Chamber bundling tool for a sole practitioner?

BundleCreator's Essential tier is £24.99 a month — well-suited to sole tax practitioners and accountants representing clients in FtT Tax Chamber appeals. The Pro tier (£49.99 a month, 40 total bundles) suits higher-volume tax-disputes practices. The output is a paginated, OCR'd, hyperlinked-index bundle ready for the FtT's electronic filing.

Is there a UK-hosted bundling tool for HMRC disputes — confidential client information?

BundleCreator runs on Google Cloud's London region (europe-west2) — primary storage, backups, and processing all in the UK. AES-256 at rest, TLS 1.3 in transit. Tax records, business accounts, source-of-funds evidence, and HMRC correspondence stay within UK borders, removing UK GDPR Article 44 transfer concerns and aligning with the solicitors' professional duty of confidentiality (and the equivalent ICAEW/ACCA confidentiality duties for accountants in tax practice).

Built by Stevie Hayes, a Governance, Risk and Compliance specialist who spent five years in the UK Family Court system. Published October 2025 · Last updated 1 October 2026.

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