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Tax relief on Union fees
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# 1
smp77
Old 16-08-2010, 11:43 PM
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Default Tax relief on Union fees

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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# 2
Gertie Walker
Old 17-08-2010, 10:10 AM
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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.
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# 3
TM1976
Old 17-08-2010, 10:38 AM
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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.
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# 4
jem16
Old 17-08-2010, 4:23 PM
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Quote:
Originally Posted by TM1976 View Post
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.
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# 5
smp77
Old 17-08-2010, 5:50 PM
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Do they have to update your tax code if you are in a union...how does it work?
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# 6
jem16
Old 17-08-2010, 6:02 PM
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Quote:
Originally Posted by smp77 View Post
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.
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# 7
Gertie Walker
Old 17-08-2010, 8:09 PM
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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.
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# 8
TM1976
Old 17-08-2010, 8:59 PM
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Which union subs can you claim for?
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# 9
Mikeyorks
Old 17-08-2010, 9:10 PM
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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 !
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# 10
smp77
Old 17-08-2010, 9:52 PM
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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?
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# 11
Mikeyorks
Old 17-08-2010, 10:02 PM
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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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# 12
smp77
Old 17-08-2010, 10:37 PM
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Sorry my error, it was my local tax office not pay office I contacted, but have not heard anything.
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# 13
Chocfriek
Old 28-01-2012, 11:09 AM
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Hi,
I have been sorting this, this week for myself. Telephone your union and ask them for a record of your fees paid for the past 6 years for tax rebate purposes. They will send you a letter outlining this. Then write to the tax office including your NI details and a copy of the union letter. You will then get a nice cheque in the post! Hope this helps. Must do it this months as you will lose a years claim if not completed by 31st March!
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# 14
badmedic
Old 03-06-2013, 6:41 PM
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Unison can but the POA can't I don't get it I really don't you don't have to be a member of either union for your work but one is on the list and one isn't.
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# 15
00ec25
Old 03-06-2013, 6:57 PM
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Quote:
Originally Posted by badmedic View Post
Unison can but the POA can't I don't get it I really don't you don't have to be a member of either union for your work but one is on the list and one isn't.
try reading the list properly, relief is available where it is for a learned body not because it's for a union

Unison is ONLY allowable for health care sector workers because "The activities of a body are directly relevant to an employment where the performance of the duties of that employment is directly affected by the knowledge concerned"

a dustman who is a member of Unison cannot get relief because their membership of Unison does not result in them getting extra knowledge from Unison, they only get employee rights support not learned support. In contrast Unison does act as a source of knowledge for healthcare workers.

the POA is simply a "union" concerned with workers rights, it does not undertake any learned body activity so is not on the list.

Other who are on the list have only part of the subscription allowed because there is a distinction made between employee rights support (union activity) and conveyance of technical knowledge (learned body activity) eg: only 67% of the University College Association (UCA) sub is allowed as the rest is "union" related so not allowed

simples
I am not being paid to type so will not correct typos unless it reads double dutch
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