WHAT INFORMATION YOU NEED TO CLAIM A TAX REBATE

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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:

  • Your work history for the past 4 years. This does not need to be accurate to the exact day, but it should be a good approximation of when you started and left jobs since April 2018.
  • Your job role and the industry you worked in for each particular job you are claiming for.
  • The full name of your employer, as was stated in your wage slips. HMRC will reject claims if the employer’s name does not match what is on your tax record.
  • From April 6th, 2022, HMRC will fast track Uniform Allowance claims processing times from the existing 12-16 weeks to 14 days for customers. This only applies if you are able to provide your PAYE reference and employee number for each of the jobs you are applying for in your application. This can be found on any of your payslips.
  • Your personal details including your National Insurance number.

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
  • Name of the Professional body or Union you have been paying.
  • The amount you have paid each individual tax year since April 2018

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:

  • Your work history for the past 4 years. This does not need to be accurate to the exact day, but it should be a good approximation of when you started and left jobs since April 2018
  • The total number of miles you have travelled each year for work-related tasks, not including commuting to your permanent place of work
  • How much your employer has reimbursed you each year.
  • The reason(s) for the travel
  • Your National Insurance number

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:

  • The approximate income brackets for yourself and your partner for each of the past 4 years
  • Both your and your partner’s personal details such as National Insurance numbers
  • You will also both be required to sign the application as this is a joint application for electable tax-break

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:

  • The name of your employer(s) who you were working for during the 2020/21 tax year and/or 2021/22 tax year, when you were asked to work from home.
  • Your job role and the industry you worked in for this particular job.
  • Any reimbursements your employer may have paid you for working from home.

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:

  • The year(s) you received your PPI pay-out
  • The name of the lender/bank who refunded your PPI payments.
  • An estimate of the amount which was refunded to you by each bank/lender
  • The total amount of tax deducted which can be found on your “Final Response Letter” from your bank or lender.

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.