Tax relief on Union fees

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smp77
smp77 Posts: 71 Forumite
in Cutting tax
Just wondering if there are any teachers on here that have applied for the last 6 years tax relief back and roughly how much you get back. Cheers
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  • Gertie_Walker
    Gertie_Walker Posts: 631 Forumite
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    The simple answer is that the refund would be the amount of the sub @ your highest rate of tax. For example, if you paid £100 in 09-10, then the refund would be £100 @ 20% = £20 for that year. Repayment supplement (or interest) is also payable for past years.
  • TM1976
    TM1976 Posts: 717 Forumite
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    Union fees aren't typically allowable for tax relief as they aren't "wholly and necessarily" for the purposes of employment. Some are allowed in part or by special agreement though.
  • jem16
    jem16 Posts: 19,398 Forumite
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    TM1976 wrote: »
    Some are allowed in part or by special agreement though.

    The teaching unions are allowed and on the whole payment. I've checked this out with HMRC and claim each year.
  • smp77
    smp77 Posts: 71 Forumite
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    Do they have to update your tax code if you are in a union...how does it work?
  • jem16
    jem16 Posts: 19,398 Forumite
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    smp77 wrote: »
    Do they have to update your tax code if you are in a union...how does it work?

    It's usually dealt with by an increased tax code.
  • Gertie_Walker
    Gertie_Walker Posts: 631 Forumite
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    If you are claiming for past years, you need to specify that you weant a payable order, NOT a tax code change, but you do want a tax code change to give the allowance for the current and subsequent years.
  • TM1976
    TM1976 Posts: 717 Forumite
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    Which union subs can you claim for?
  • Mikeyorks
    Mikeyorks Posts: 10,369 Forumite
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    It's bound up with acceptable fees to other professional bodies - but the full list is here in either .pdf or HTML format :-

    http://www.hmrc.gov.uk/list3/index.htm
    If you want to test the depth of the water .........don't use both feet !
  • smp77
    smp77 Posts: 71 Forumite
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    I am with teaching union ATL and have sent my payoffice a standard letter from my union stating my fees for the past 6 years, really I was wondering how it is calculated and how it comes back to you. Will I be entitled to anything?
  • Mikeyorks
    Mikeyorks Posts: 10,369 Forumite
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    Post #2 tells you how it's calculated?

    Does your 'payoffice' offer to submit claims to HMRC for you? Why wouldn't you write to your HMRC office direct?
    If you want to test the depth of the water .........don't use both feet !
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