[Help] HMRC (professional fees)

[albionfan37]

Anyone know anything about how I can claim these back? I’ve looked for the company I used for the training I needed but I can’t find them on the HMRC website

 

[Weststander]

Claim tax relief for your job expenses by post

If you’re eligible, you can claim Income Tax relief on your job expenses by post using form P87.

www.gov.uk

 

[albionfan37]

I’ve been on there mate and can’t find the company that I used. Is there another way to add said company?

 

[Shropshire Seagull]

If you're an employee you claim professional fees from your employer.
If you're self employed you put the cost down against your income to reduce your taxable income.
Or am I missing something on your claim?

 

[albionfan37]

If you're an employee you claim professional fees from your employer.
If you're self employed you put the cost down against your income to reduce your taxable income.
Or am I missing something on your claim?

I work for an agency I needed to pay for my svq nearly £2000 The agency won’t pay as I asked them if there was anything they would do. But I’m PAYE rather than self employed

 

[Gazwag]

Ring HMRC, have your NI number ready and ask them if you can claim it, if you can they will add it to your tax code so you get relief for it. You will only get the tax back not the whole cost.

 

[albionfan37]

Ring HMRC, have your NI number ready and ask them if you can claim it, if you can they will add it to your tax code so you get relief for it. You will only get the tax back not the whole cost.

I called them I have to go through the website

 

[Springal]

Can you not just do a self assessment to claim it ?

 

[Gazwag]

I called them I have to go through the website

You need to register and get a government gateway ID and then log into the HMRC site then. You may already have an ID if you renewed your passport or drivers licence that way

 

[Bry Nylon]

You need to register and get a government gateway ID and then log into the HMRC site then.

Once you’ve done this, hammer a rusty nail through your ball sack for a marginally less painful experience.

 

[dsr-burnley]

I called them I have to go through the website

I got my professional expenses sorted on the phone. You might have caught one on a bad day, or else too busy doing something more useful like feeding the children or putting the dog out.

Tell them that your computer is bust and you won't be able to afford a new one for months. They can do it, if they want to.

 

[schmunk]

I work for an agency I needed to pay for my svq nearly £2000 The agency won’t pay as I asked them if there was anything they would do. But I’m PAYE rather than self employed

I'm not sure what SVQ means here, but if it's Scottish Vocational Qualification, It's generally not possible for employees to get tax relief on self-funded training/qualifications.

If instead this is fees for membership of a professional organisation (which is what HMRC calls "professional fees"), employees can make a claim for tax relief either on a tax return or with the standalone claim linked above.

Not all organisations are allowed - HMRC publishes a list ("List 3") of those eligible for relief.

 

[Lenny Rider]

The changing face of HMRC

I appreciate everything has to evolve and in places streamline but what they’ve done to the old Inland Revenue, multiple governments I hasten to add, is laughable.

Locally we were lucky to have a large tax office in Worthing, if you had any questions or queries they was always someone at the end of a recognisable number, ie 01903, your enquiry was handled by a human at the end of the phone, and more often than not a solution or explanation was offered.

For the last 15 years or so, my tax office, both personal and for the funeral company, is in Glasgow, if I have any queries or questions, its either on line or to an automated phone system, press 1for X, 2 for Y etc.

And more often than not when you do eventually speak to someone, it’s a youngster, who through no fault of theirs has limited experience.

Progress?

I‘m not so sure!

But I hope the OP is successful in getting what they need sorted out


Old man rant over, Happy Monday

 

[Shropshire Seagull]

Top service costs money.

These new ways are all about saving money, to the detriment of service.

Unfortunately, it always falls back to cost reductions in the world of today ....

 

[albionfan37]

I'm not sure what SVQ means here, but if it's Scottish Vocational Qualification, It's generally not possible for employees to get tax relief on self-funded training/qualifications.

If instead this is fees for membership of a professional organisation (which is what HMRC calls "professional fees"), employees can make a claim for tax relief either on a tax return or with the standalone claim linked above.

Not all organisations are allowed - HMRC publishes a list ("List 3") of those eligible for relief.

Thanks mate it’s for fees for training if I can’t claim that back then so be it
Cheers for the reply much appreciated

 

[boik]

Top service costs money.

These new ways are all about saving money, to the detriment of service.

Unfortunately, it always falls back to cost reductions in the world of today ....

Ironically, because people don't like paying taxes!