PAYE Tax Rebates

- Welcome to your PAYE Tax Rebate Tour

This page will help you understand the criteria behind a PAYE Tax Rebate and how it all works

PAYE Tax Rebates are a tax relief on your work-related expenses and are usually very difficult to get due to HMRC' strict criteria on qualifying. You might be able to get a rebate if you:

use your own money for things that you need to spend/buy for your job
you only use these things for work

NB: You must have paid tax during the year you want to claim for. You will get a tax relief based on what you have spend and at the rate of tax that applied to that particular tax year.

Example: If you spent £5,000 on things you only needed for work and your employer did not reimburse this to you, you might be able to claim a rebate of £1,000 per tax year, assuming you paid 20% tax during the year. If your tax rate was 40%, then your forecasted rebate changes to cca. £2,000 per tax year.

How do I know if I am eligible for a PAYE Tax Rebate?

Most of the people in the UK are not aware they might be due a considerable relief on their work related expenses in the employment sector. Therefore, Tax Pal ensures that the qualifying process goes in line with HMRC's guidelines and legislation so that you will only claim the relief on the expenses you are entitles to.

Allowable expenses

Food & Drinks

Travel costs

Accomodation

Laundry

Uniform

Tools & Materials

Travel and overnight expenses:

You can claim the tax relief on things such as:

public transport costs
hotel accommodation or equivalent when you have to stay overnight
subsistence - food & drinks
congestion charges & tolls
parking fees
business phone calls and printing costs

You may be also able to claim the relief on your mileage

Vehicles you use for work:

How much you can claim depends on whether you are using:

a company car/van
your own vehicle

Using your own vehicle for work

As per the HMRC guidelines, if you use your own vehicle or vehicles for work, you may be able to claim the tax relief on the approved mileage rates. This covers the costs of owning and running your vehicle. You cannot claim separately for:

fuel
electricity
road tax
MOTs
repairs

	First 10.000 business miles in the tax year	Each business mile over 10.000 in the tax year
Cars & Vans	45p	25p
Motorcycles	24p	24p
Bicycles	20p	20p

Most likely to qualify

Construction workers

Most of the people working in the construction sector within the UK, often have to travel to different sites to fulfil their job requirements. Whether you are a Site Manager or simply a labourer in construction and most importantly on PAYE you might be able to claim a tax relief on your work related expenses for:

Travel
Food & Drinks
Uniform
Laundry
Training
Other work related expenses

Healthcare workers

Do your work in the healthcare sector? Registered nurses, support carers or anyone that incurs expenses wholly, exclusively and necessarily for work while travelling between hospitals or patients homes may be entitles to a tax relief on:

Travel
Food & Drinks
Accomodation
Uniform
Licenses
Other work related expenses

Support teachers

Claim a tax relief on your work related expense if you are a support or a supply teacher that has to travel to different schools in order for work.

Travel
Food & Drinks
Stationery
Laundry
Licenses
Other work related expense

Security workers

The security sector in the UK is one of the most likely to qualify for a PAYE Tax Rebate. This is mostly due to the fact that working in security means going to different places for work while incurring expense which might not be covered. Therefore, if you are in charge of taking care we stay safe, you may be able to claim a tax relief on:

Travel
Food & Drinks
Laundry
Training
Licenses
Other work related expense

Make sure you know

If your work related expenses that you incur exclusively, necessarily and wholly for work are more than £2,500 in a tax year, as per the HMRC guidelines, this claim will be done through self-assessment and you will be assigned a UTR number. Don't worry! That will not mean you will be self-employed!

ASK TOM:

What is a PAYE Tax Rebate?

A PAYE Tax Rebate is a tax relief on your work related expenses. Therefore, if you qualify, you might be able to claim 20% or 40% off your annual expenditure figures with the possibility of going back 4 years.
How do I know if I qualify?

The main criteria is that you travel to different locations which are considered to be temporary. Also, your expenses should be incurred wholly, necessarily and exclusively for work and should not be fully reimbursed by your employers.
What can I claim for?
If you qualify, you can claim the tax relief on work related expenses which include but are not limited to your:
- travel
- food & drinks
- uniform
- tools
- materials
- trainings
- licenses
- stationery
- any other qualufying expense.
How long does it take?

Normally, the whole process takes between 8 to 14 weeks. From our experience, most of the times it can be quicker depending on your context.
What if I already have a UTR?

If you already have a UTR number because you qualified for self-assessment in the past, but you haven't submitted a self-assessment in the last 4 years, nor have your closed your record, you might still be able to claim
Why do I need to submit a self-assessment?

As per the HMRC guidelines, if your work related expenses are more than £2,500 in a tax year, the claim needs to be done through a self-assessment. Don't worry! This does not make you self-employed.
What is your fee?

Our fee is 30% from the rebate. No win, no fee.
When can I claim?

If you qualify, you can claim any time of the year.
Why did my tax code change?

HMRC automatically includes your expenses into your current year tax code so that you can pay less tax. No to worry. This is entrirely your choice. Just let us know which taxcode you want to be on and we will sort it out for you.
What is the 64-8 form?

The 64-8 is a form HMRC introduced for agents to be authorised to act on their client's behalf. Once you sign it, we post it to HMRC, and we start doing the work for you.
What does 1257L mean?

1257L is the standard taxcode which most of the people are on. This means that you do not pay tax on the first £12,570 each tax year
What information do you need?

Essentialy, we will only need information with regards to your income and tax paid and your expenses.
What is a PTA?

A PTA is a Personal Tax Account. Commonly, poeple know it as a 'Government Login Details' and is very useful when it comes to getting the information with regards to your income tax and benefits.