tax relief on professional fees

dannyjebb

Hey all just after a bit of advice.

I work as a pharmacy technician and someone has decided that we all have to now register with the general pharaceutical council at a cost of £142 per year plus a £100 one off admin cost. I have looked on the HMRC site and think I can claim tax relief on the yearly fee. Does anyone know how much this is likely to be? Will my tax free allowance just increase by £142? (sorry I know nothing about how tax etc works)

My second question is, is there anyway of claiming back the £100 admin fee from my employer? (NHS) as its something I need to pay to actually work.

Many thanks Danny

TM1976

dannyjebb wrote: »

Hey all just after a bit of advice.

I work as a pharmacy technician and someone has decided that we all have to now register with the general pharaceutical council at a cost of £142 per year plus a £100 one off admin cost. I have looked on the HMRC site and think I can claim tax relief on the yearly fee. Does anyone know how much this is likely to be? Will my tax free allowance just increase by £142? (sorry I know nothing about how tax etc works)

My second question is, is there anyway of claiming back the £100 admin fee from my employer? (NHS) as its something I need to pay to actually work.

Many thanks Danny

The amount paid will increase the amount you can earn before you pay tax. What this means effectively is you get back tax a the highest rate you paid on the expense. If you pay £242 and you pay 20% tax this would be £48.40. You can claim back for the last 6 tax years too. The one off fee would also be tax deductable, providing your employer doesn't reimburse you.

Is this a new NHS requirement?

stardust09

I would be shocked if you can claim back professional registration fees from the NHS. All the NHS professionals I know are expected to pay their own.

suso

covered on the list here from 10/11 onwards

http://www.hmrc.gov.uk/list3/list3-g.pdf

dannyjebb

Thanks. Yeh its a new requirement as from this month. I think its scandalous your expected to pay £150 a year for basically nothing) Its not even like nurses who get legal cover etc. We literally get nothing!!!

Ah well good to know I can at least get a small about back. Anyone point me in the direction of where to go to get the form to make a claim

Danny

stardust09

dannyjebb wrote: »

Thanks. Yeh its a new requirement as from this month. I think its scandalous your expected to pay £150 a year for basically nothing) Its not even like nurses who get legal cover etc. We literally get nothing!!!

Ah well good to know I can at least get a small about back. Anyone point me in the direction of where to go to get the form to make a claim

Danny

You could just ring your tax office and they'll log it on your records and change your tax code accordingly. Easy!

TangoFiver

Apologies for the thread hijack, but my wife has just qualified as a Pharmacy Technician and is having to pay these fees;

£102 Application Fee
£120 Initial Entry Fee

Her employer (Co-op Pharmacy) has said they will re-imburse her the £120 Initial Entry Fee and the annual renewal fee of £120, but will not pay for the Initial Entry Fee of £102.

To apply, my wife had to get a solicitor to verify 8 documents totalling £40, which her employer will not pay for.

This leaves us £142 (+ £120 until the end of the year when co-op re-imburse her) out of pocket.


It is mandatory for her to join the register to practise as a Pharmacy Technician, if she didn't, she would not be allowed to call herself a Pharmacy Technician and and such the Co-op would not recognise her as a Pharamcy Tech and not pay her accordingly :mad:


So, after looking on here and HMRC it looks like they might give tax relief on the Initial Entry Fee (£102) but does not mention anything about solicitors fees to verify documents:


General Pharmaceutical Council
[FONT=Arial,Arial][FONT=Arial,Arial]*2010-11 **Relief is due to pharmacists and pharmacy technicians under Section 343 ITEPA 2003 for the fee payable for the entry or retention of a name in the Register of Pharmacists. The register was maintained by the Royal Pharmaceutical Society of Great Britain until September 2010 when the GPC took over responsibility for it.


Neither of us are going to be able to get in touch with HMRC in the next couple of weeks (work etc ) so does anyone know if:

a) She will be able to claim the Initial Entry Fee and the cost of the solicitors?

b) If we can get it back in a lump sum rather than tax relief, and if so, how to do this?

Many thanks in advance,

Joe
[/FONT][/FONT]

TM1976

TangoFiver wrote: »

Apologies for the thread hijack, but my wife has just qualified as a Pharmacy Technician and is having to pay these fees;

£102 Application Fee
£120 Initial Entry Fee

Her employer (Co-op Pharmacy) has said they will re-imburse her the £120 Initial Entry Fee and the annual renewal fee of £120, but will not pay for the Initial Entry Fee of £102.

To apply, my wife had to get a solicitor to verify 8 documents totalling £40, which her employer will not pay for.

This leaves us £142 (+ £120 until the end of the year when co-op re-imburse her) out of pocket.


It is mandatory for her to join the register to practise as a Pharmacy Technician, if she didn't, she would not be allowed to call herself a Pharmacy Technician and and such the Co-op would not recognise her as a Pharamcy Tech and not pay her accordingly :mad:


So, after looking on here and HMRC it looks like they might give tax relief on the Initial Entry Fee (£102) but does not mention anything about solicitors fees to verify documents:


General Pharmaceutical Council
[FONT=Arial,Arial][FONT=Arial,Arial]*2010-11 **Relief is due to pharmacists and pharmacy technicians under Section 343 ITEPA 2003 for the fee payable for the entry or retention of a name in the Register of Pharmacists. The register was maintained by the Royal Pharmaceutical Society of Great Britain until September 2010 when the GPC took over responsibility for it.


Neither of us are going to be able to get in touch with HMRC in the next couple of weeks (work etc ) so does anyone know if:

a) She will be able to claim the Initial Entry Fee and the cost of the solicitors?

b) If we can get it back in a lump sum rather than tax relief, and if so, how to do this?

Many thanks in advance,

Joe
[/FONT][/FONT]

I would say the solictor's fee would meet the "wholly and necessarily" test and would therefore be eligible for tax relief.

If your wife paid the fees before the end of the last tax year (5th April) she can get a cheque for the tax relief if she asks for it. If she only paid it in the current year she can only get tax relief through here tax code unless she wants to wait until the end of the tax year to get a cheque.

jem16

TangoFiver wrote: »

b) If we can get it back in a lump sum rather than tax relief, and if so, how to do this?

Not sure what you mean by lump sum. If you mean can she get back all of the £102 plus £40 then the answer would be no.

If you mean can she get back the tax relief in one lump sum as opposed to a bit each month, it depends on when she paid this. If last tax year then yes, if this tax year then no.

TangoFiver

TM1976 wrote: »

If your wife paid the fees before the end of the last tax year (5th April) she can get a cheque for the tax relief if she asks for it. If she only paid it in the current year she can only get tax relief through here tax code unless she wants to wait until the end of the tax year to get a cheque.

It was all this tax year, so we won't be able to claim the £142 (as a cheque) until April 2013?

Or we can ask them for tax relief on this year, so she will be able to earn more until she is taxed on it - is that how it works?

She has sent a letter to HMRC asking for a Uniform rebate, so should we wait until this is processed before asking about the fees?

Thanks once again,

Joe

TM1976

TangoFiver wrote: »

It was all this tax year, so we won't be able to claim the £142 (as a cheque) until April 2013?

Correct.

TangoFiver wrote: »

Or we can ask them for tax relief on this year, so she will be able to earn more until she is taxed on it - is that how it works?

Yes, she'll get the relief every month through her tax code.

TangoFiver wrote: »

She has sent a letter to HMRC asking for a Uniform rebate, so should we wait until this is processed before asking about the fees?

Doesn't make any difference, however ideally you should list all the things you want tax relief on in one communication to avoid confusion and duplication.