How To Claim A UK Tax Rebate
A lot of people are unaware of what they can claim a tax rebate for – YOU could be one of them!
And the even better news is, it may be easier than you think to claim a tax refund. It is just as important to know the reasons why you could be due a refund of tax, as it is to know how to claim a tax rebate. Once you have identified the reason or reasons why you could have overpaid tax, you can then decide how to claim it back.
On this page you will find information about:
How To Claim
A tax rebate claim can be time consuming, HMRC are in control of the time it will take for you to get a rebate and it could take months to process.
Although it is possible to complete a claim on your own it can be confusing and you may sometimes miss elements of your full entitlement. Using a reputable agent can help speed up your claim and can result in a larger payout. The need to use an agent depends on your own personal situation, and should be considered if you feel that you would like help in claiming back a tax rebate.
Are you washing your own uniform or pay professional fees?
Have you left or are leaving the UK?
Do you have to purchase special equipment for work such as tools or protective clothing?
Do you incur business mileage? That means, do you travel for work?
These are the questions you should be asking yourself before making a claim.
You may be entitled to a tax rebate simply because you have been on the wrong tax code. Anyone who has paid tax may have overpaid for some reason. HMRC do not always refund you this overpayment automatically so not checking could be losing you money.
What Do I Need?
Depending on the type of claim you are making sometimes more information will be required such as P45 or P60 forms but sometimes a claim can be made with your national insurance number alone.
It is still possible to make a claim even if you have not got all the forms and records that are normally needed but you will need further advice to make a claim successful.
Worth Knowing
Tax rebates can add up to thousands of pounds; If you are normally employed tax rebates can be backdated for up to four years. Four years worth of tax overpayment can add up to a substantial sum of money.
It is also common for different types of tax rebates to be claimed simultaneously, for example uniform tax relief can be paid at the same time as a business mileage rebate, this makes the possible total tax refund you receive even greater!
To be able to make a tax rebate claim you must have paid tax in the year you are making the claim.
It is helpful to keep as many records as you can to support your claim, for example receipts for tools or expenses, a diary showing miles travelled for work and/or payslips showing any mileage allowances paid by an employer.
For further Tax Refund information, please follow the links below:
Tax Refunds by Employment
Healthcare Worker Tax Rebates includes:
Can I Claim Tax Relief for Professional Fees?
Can I Claim Tax Relief for the Cost of Shoes and Tights?
What about Tax Relief for Laundry Costs?
Can I claim Tax Relief for Business Mileage?
Can I claim Tax Relief for Specialist Equipment?Nurse Tax Refunds includes:
Nurse Tax relief for the cost of laundering of Uniform
Nurse Tax relief for the cost of shoes and tights
Nurse Tax relief for professional fees – RCN Tax, Unison Tax, NMC Tax
Nurse Tax Relief for use of own car or public transport for work purposesTeacher Tax Refunds includes:
Teacher Tax Relief for professional fees – NUT tax relief, NASUWT tax relief.
Teacher Tax Relief Books and Journals
Teacher Tax Relief for specialist clothing
Teacher Tax Relief for Equipment Purchased for Work Use
Teacher Tax Relief for qualifying travelling expensesTax Rebates for Washing of Uniform includes:
Am I Eligible for Uniform Tax Relief for Washing Uniform?
What am I actually claiming back?
How much will I get from a Uniform Tax Relief claim?
Can I claim for any other Tax Relief?Mechanic Tax Claim Refunds includes:
Tool Tax relief– What are Flat Rate Expenses?
Tool Tax relief– What are Capital Allowances?
What About Tax Relief for Specialist Clothing?Tax Claim Refunds for Trades / Construction Industry Workers under PAYE includes:
Can I claim Tax Relief for Business Mileage?
Can I Claim Tax Relief for other using Public Transport?
What about Accommodation and Subsistence?
Tool Tax Refund: What are Flat Rate Expenses
Tool Tax Refund – What are Capital Allowances?
Can I Claim Tax Relief for Specialist Clothing?Doctor Tax Refunds includes:
Doctors Tax relief for professional fees
Doctors tax relief for Professional Indemnity Insurance
Doctor Tax Relief for business use of car
Tools and equipment purchased for work usePolice Tax Refunds includes:
Police Officers Tax Relief for the Cost Of Laundering Uniform
Police Tax Relief for the cost of Police Federation Fees
Police Tax Relief for Business use of own car or public transport for work purposesStudent Tax Refund includes:
If I am a student can I claim a Student Tax Refund?
What About if I work during the Summer?
Tax Refunds for Expenses
Business Mileage Tax Refunds includes:
What is Business Mileage?
What counts as a Temporary Workplace?
What are the Business Mileage Rate Allowances?
Travel Expenses – Can I claim any further Tax Relief?Travel Expenses Tax Refunds includes:
When can I claim tax relief (business mileage) for travel to a temporary workplace?
When can I claim tax relief (business mileage) for travelling to work in different locations?
If I use public transport can I claim tax relief for a travel card?
When can I claim tax relief for Subsistence and accommodation?
Do I need to use the cheapest transport or accommodation to claim tax relief?
Travel Expenses – How much can I claim?Subsistence Expenses Tax Refunds includes:
What Is Subsistence?
What Is A Temporary Workplace?
Do I Need Records?
My Employer Reimburses Me Can I Still Claim?Tools for Work Use Tax Refunds includes:
Tools Tax – When am I Eligible for Tax Relief on Tools, Equipment and Specialist Clothing?
Tools Tax – What are Flat Rate Expenses?
Tax relief for tools – What are Capital Allowances?
What About Tax Relief for Specialist Clothing?
Tax Refunds for Tax Code
Income Tax Code Refund includes:
How do I know if my tax code is wrong?
How do I reclaim a Tax Code Tax Refund?
Tax Refunds for Left The UK
Left or Leaving the UK Tax Claim Refunds includes:
When am I entitled to leaving the UK tax back?
How much UK tax back can I receive?
Do I need to complete Tax Claim Forms when leaving the UK?
Do I need to complete a Self Assessment Tax Return?UK Non Resident Tax Refunds includes:
What is Non-Resident Status?
What is a Double Taxation Agreement?
What sort of UK Income is eligible for tax relief?
How do I apply for UK Non-Resident Tax Relief?
Do I need to Complete a Self Assessment Form?UK Non Resident Landlords Tax Refunds includes:
What is the UK Non Resident Landlord Scheme?
What if the property is administered by Letting Agents?
Can I claim Tax Relief for Property Expenses?
How does the Non Resident Landlord Scheme affect my Tax payments?
Do I need to complete a Self Assessment Tax Return?
How does other income affect my tax allowance?Seafarers Tax Refund includes:
What is Seafarers’ Earnings Deduction?
Who can claim SED?
What information do I need?
How do I claim?
CIS Tax Refunds
CIS Tax Refunds includes:
What is a CIS Tax Refund?
How do I get a CIS Tax Refund?
What is the average CIS Tax Refund?
Should I fill in my Tax Return myself or use an Accountant?
CIS Tax Refunds – important to know
Other Tax Refunds
Car Tax Refund includes:
Can I get a refund on my Car Tax/Vehicle Tax?Council Tax Rebate includes:
Can I claim a Council Tax rebate?Gift Aid includes:
What is Gift Aid?
What kind of Donations Apply to Gift Aid?
Gift Aid Claim Tax Refund!
How Do I make a Gift Aid Claim?NI Refund includes:
For the Employed
Missing National Insurance Years
National Insurance Refund if you have left the UK
Class 1 National Insurance and the State Pension Scheme
National Insurance Refund for the Self EmployedVAT Refund includes:
VAT Refund for Individuals
VAT Refund if you live in the EU
VAT Refund if you live outside the EU
VAT Refund if you work or study in the UK but live outside the EU
VAT Refund for Business
