Claiming back dated tax relief on subscriptions

Claiming back dated tax relief on subscriptions

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My client didn't realise he could get tax relief on his ASLEF subscritions. Can he mahe a backdated claim for tax relief and if so how far back can he go and how can he make the claim?

He also makes monthly payments to the Transport Benevolent Fund; is there tax relief on this?

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Red Kite
By Red Kite
30th Sep 2016 11:13

There is a list of the trade union subscriptions, which can be set against tax, for relief.
https://www.gov.uk/tax-relief-for-employees/professional-fees-and-subscr...
You can revisit the claims for the previous four years.
Does he also use his/her own vehicle in the course of their employment? A claim may also be valid there. Also consider flat-rate expenses.

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By Accountant A
30th Sep 2016 11:28

Martin Lewis's site offers useful information about claims for employment related expenses, although it's not primarily aimed at professional advisors.

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By soundadvice
30th Sep 2016 12:08

Thank you Red Kite and Accountant A.

How does he make the claim going back 4 years? Does he have to do SATR, or will a phone call OR letter to HMRc do the job?

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Replying to soundadvice:
By Paul D Utherone
30th Sep 2016 12:25

If he has made tax returns for the years, then amend the return(s) that are still in date to amend and make an Overpayment Relief claim for the others. Otherwise write to HMRC with details of the sums claimed

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By Paul Hawes
30th Sep 2016 13:16

P87 form is a really easy way to do it (especially if you do it with an online account).

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Red Kite
By Red Kite
30th Sep 2016 13:23

From experience the Form P87 is a useful tool, particularly if you're looking at multi year claims.
This links; https://www.gov.uk/government/publications/income-tax-tax-relief-for-exp...
However, from memory, the P87 can only be used where the expenses claimed, are less than £2,500.
For amounts greater than that figure, the taxpayer must complete a self-assessment return. However, here again, the claim can be made for the last 4 years.

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