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VAT Partial Exemption Calculator

Calculate recoverable input VAT with the standard method: taxable/exempt attribution, residual apportionment (rounded up) and the de minimis test.

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Data verified · July 2026

When am I partially exempt?

When you make both taxable and exempt supplies (e.g. financial services, insurance, letting residential property) — input VAT linked to exempt supplies is normally irrecoverable.

Source: HMRC — Partial exemption (VAT Notice 706, gov.uk/guidance/partial-exemption-vat-notice-706). · updated 2026

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Everything about VAT Partial Exemption Calculator

📋Overview+

Applies the standard partial exemption method (VAT Notice 706): input VAT directly attributable to taxable supplies is recoverable, exempt-attributable VAT is not, and residual VAT is split by the taxable turnover ratio (rounded up to a whole percent) — unless the de minimis test (£625/month AND ≤50% of input VAT) makes all exempt input VAT recoverable.

💡 Best practices

  • The ratio rounds UP — £850,001 of taxable turnover out of £1m gives 86%, not 85%.
  • An annual adjustment recalculates the year as a whole and corrects the quarterly provisional recoveries.
  • Special methods (sector, floorspace…) need HMRC approval when the standard method distorts recovery.

🔢 Concrete example

£800,000 taxable / £200,000 exempt turnover with £10,000 residual VAT: 80% recovery (£8,000). Exempt input VAT totals £6,000 (£500/month, 40% of the total) — de minimis passes, everything is recoverable.

📖User guide+

How to use this calculator

  1. 1

    Enter annual taxable and exempt turnover.

  2. 2

    Split input VAT: taxable-attributable, exempt-attributable and residual.

  3. 3

    Read the recovery ratio, the de minimis verdict and the recoverable total.

📚Glossary+
Residual input VAT
VAT on costs serving both activities (overheads, rent, professional fees) — apportioned by the taxable share of turnover, rounded up to the nearest whole percent.
De minimis
If exempt input VAT is at most £625/month on average (£7,500/year) AND no more than half of total input VAT, you recover it all.
ℹ️Sources & updates+
📅

Last data update

July 5, 2026

📄

Sources and references

HMRC — Partial exemption (VAT Notice 706, gov.uk/guidance/partial-exemption-vat-notice-706).

The data in this calculator is updated regularly to reflect the latest official rates. When in doubt, consult the official sources listed above.

FAQ — VAT Partial Exemption Calculator

When am I partially exempt?+

When you make both taxable and exempt supplies (e.g. financial services, insurance, letting residential property) — input VAT linked to exempt supplies is normally irrecoverable.

How is residual VAT apportioned?+

By the standard method: taxable turnover divided by total turnover, rounded up to a whole percentage (when average residual input tax is £400,000/month or less), applied to the residual pot.

What is the de minimis limit?+

Exempt input VAT of no more than £625 per month on average (£7,500 a year) AND no more than 50% of all input VAT — pass both and you recover it in full.

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