What Info You May Need to Apply for a Tax Rebate

Uniform Tax Rebate

  1. Your work history for the past 4 years. This does not need to be very accurate, just an approximation of when you started and left jobs since April 2016.
  2. Your personal details including your National Insurance number.

Use our online rebate calculator to get a quick estimation of what you could be owed and complete the application in minutes.

Professional Fees & Subscriptions

  1. Name of the Professional body or Union you have been paying.
  2. The amount you have paid each individual year since April 2016.

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

Mileage Tax Relief

  1. Your work history for the past 4 years. This does not need to be very accurate, just an approximation of when you started and left jobs since April 2016.
  2. The total number of miles you have travelled each year for work-related tasks, not including commuting to your permanent place of work.
  3. How much your employer has reimbursed you each year.
  4. The reason(s) for the travel.
  5. Your personal details including your National Insurance number.

Well worth applying for as this tax relief can reduce the amount of income you are taxed on, resulting in a nice tax rebate cheque.

Marriage Allowance

  1. The approximate income brackets for yourself and your partner over the past 4 years.
  2. Both yours and your partner’s personal details such as National Insurance number.
  3. You will also both be required to sign the application.

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

PPI Tax Refund

  1. Your work history for the past 4 years. This does not need to be very accurate, just an approximation of when you started and left jobs since April 2016.
  2. The year(s) you received your PPI pay-out
  3. The total amount of tax deducted, which can be found on your “Final Response Letter” from your bank or lender. This figure needs to be accurate to the penny, as HMRC will reject any claims where this does not match up with what they have on record. 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.

Click on the examples of Final Response Letters below to see where you would find the tax deducted figure.