There are many different expenses for which you can claim tax relief. Provided they are necessary to your work duties AND your employer did not reimburse you, in full OR in part, they can be considered a legitimate business expenses. As an experienced tax agent we know the in’s and out’s of this kind of claim and ensure that you get the maximum refund value possible.
Who can reclaim overpaid tax on expenses?
Anyone who is employed and doesn’t get their expenses refunded from their employer, for example non-exhaustive list of professions may include:
- Mechanics, technicians or engineers who have to purchase their own hand tools and pay for their replacement
- Teachers who have to purchase their own PE kit or IT equipment
- Careworkers and healthcare workers who have to travel from site to site
- Nurses, doctors or other NHS professional – Using their own vehicle and visiting multiple sites; Professional Certificates and Membership fees
- Construction workers and Site Managers – CSCS card; Professional Certificates; Using own vehicle to travel from site to site
- IT engineers who use their own vehicle and visit multiple sites
When can you get an expenses tax rebate?
If you have to pay for work related expenses out of your own pocket, for which your employer does not repay you (or not in full), then you may be able to claim tax relief. This means that you would be due a tax refund from the taxman. This type of claim must relate to work expenses incurred in lapsed tax years, going back a maximum of 4 tax years. This means that you cannot claim for any work expenses for this current tax year (2013-2014) until 6th April 2014. These are the rules from HMRC.