WHAT INFORMATION YOU NEED TO CLAIM A TAX REBATE

Tax

What is a HMRC Tax Rebate?

In simple terms, a tax rebate is due when an employed taxpayer has paid too much tax during a financial tax year and is eligible to claim some back. Self-employed taxpayers can also be due a tax rebate through the Self-Assessment system.

It is important for you to find out if you have overpaid tax, because there are various electable tax breaks available to UK taxpayers which most people may not be aware of and are not automatically applied to their tax accounts unless they are claimed for, from HMRC.

Below, you will find what information you need to apply for the various tax rebates available to UK taxpayers.

Uniform Tax

Uniform Tax Rebate

If you wear or have worn a uniform or protective clothing at work over the past 4 years, which you must wash and maintain yourself, you may be due a tax refund from HMRC. This allowance can be backdated for up to 4 years. Read more about the Uniform Tax Rebate in our Comprehensive Uniform Tax Allowance Guide.

What You Need To Apply For a Uniform Tax Rebate:

Use our online uniform tax calculator to get a quick estimation of what you could be owed and complete the application in less than a minute.

Fess & Subscription

Tax Rebate On Professional Fees & Subscriptions

UK tax-paying employees are allowed to claim tax rebate on their annual professional fees or subscriptions to some HMRC-approved professional organizations. The costs are tax-deductible generally where the individual must have a membership to do their job, or it is helpful for their work.

Read more about Claiming Tax Back on Professional fees and Subscriptions.

 

What You Need To Apply For a Tax Rebate On Professional Fees & Subscriptions

Not sure which Professional Bodies you can subscribe to?

All Professional bodies and Unions which are approved & accepted by UK HMRC are listed on a drop-down menu in our tax rebate calculators.  when you apply for Uniform or Mileage rebates.

Mileage Tax

Mileage Tax Relief/Rebate

Work Mileage Tax Allowance is a tax relief from the HMRC which allows you to deduct the costs of business trips from your income. This tax relief could be worth up to 45p for every mile you have travelled since April 2015. Read more about Mileage Tax Relief in our Work Mileage Tax Rebate Guide.

What You Need To Apply For a Mileage Tax Relief:

The Mileage Tax Relief is well worth applying for as this tax rebate can reduce the amount of income you are taxed on, resulting in a nice tax rebate cheque.

Use our online Mileage Tax Rebate Calculator to get a quick estimation of what you could be owed and complete the application in minutes.

Marriage Tax

Marriage Allowance Rebate

The marriage Tax Allowance allows a couple to transfer 10% of the lower-earning partner’s personal tax allowance to the higher-earning partner. This, simply put, means the higher earner will pay less tax.

Read everything you need to know about the UK’s Marriage Tax Allowance Rebate and how you may claim it.

What You Need To Apply For a Marriage Tax Rebate:

On average, this Tax Rebate pays back the highest. All eligible married couples should get this tax relief.

Use our online Marriage Allowance Rebate Calculator to get a quick estimation of what you could be owed and complete the application in minutes.

Work From Home Tax

Work From Home Tax Relief

If you are a UK tax-paying employee and were told to work at home by your employer because of Covid-19 (even for a single day) and, as a result, your household costs have increased, you are eligible to claim the work from home tax relief
Our Work From Home Tax Relief Guide should help address any questions you may have about this important tax rebate. What You Need To Apply For Work From Home Tax Rebate:

Use our online Work From Home Rebate Calculator to get a quick estimation of what you could be owed and complete the application in less than 3 minutes.

PPI Tax

PPI Tax Refund

If you have received payment for mis-sold Payment Protection Insurance (PPI) since April 2018, you could be eligible for a PPI Tax Refund. As per this Insurance scheme, most banks/lenders will have incorrectly deducted 20% tax automatically. We have written extensively on the HMRC PPI Tax Refund to help you understand it better.

What You Need To Apply For PPI Tax Refund:

If you no longer have your Final Response Letter, you can request a copy from your bank or lender which they are legally obliged to provide you.

Some examples of Final Response Letters below to see where you would find the tax deducted figure:

Use our online PPI Tax Refund Calculator to get a quick estimation of what you could be owed and complete the application in minutes.