Can anyone help? - reclaiming tax

njb100

Hi,

I am currently employed as a pe teacher and have seen adverts online for teacher tax rebates. After looking into this I have discovered that for the last 10 years I could have been reclaiming the costs of specialist equipment and membership fees. I discovered that the online company charges a large proportion if they Persue the claim on my behalf so I decided to write to hm revenues and customs myself. I outlined average costs of clothing for the last 4 years as I do not have all my receipts as I was unaware I could reclaim these costs. My situation is that I am paid a salary by the school I work for but I also complete a separate self assessment for a property that I rent out. The self assessment that I complete is 100 percent related to the property and is not linked to my paid job.

I have since received a letter from hmrc saying they have refused the costs of clothing as no receipts were provided but they would allow laundry costs for 2009-10 year. Laundry costs for 2010-11, 2011-12 and 2012-13 could not be provided as these needed to be included in my self assessment. As I do not complete the self assessment for my salaried job I don't see how this should be the case.

I would appreciate it if anybody could provide me with advice on what my next steps are in terms of responding to their letter and persuing the clothing costs without receipts and also the laundry costs for 2010-11, 2011-12 and 2012-13 without having to include this in my self assessment.

Thanks in advance

antrobus

njb100 wrote: »

...The self assessment that I complete is 100 percent related to the property and is not linked to my paid job.
....

The self assessment return is 100 percent related to your total taxable income and expenses for the year. You might only be required to complete one because you have income from UK property, but you still have to declare your teacher's salary and complete the supplementary employment form.

njb100 wrote: »

...As I do not complete the self assessment for my salaried job I don't see how this should be the case.....

If you haven't been completing self assessment for your salaried job you're probably fortunate that HMRC haven't issued you with any penalties.

nomunnofun

A self assessment form has been submitted to include only the property income and not the teacher's salary?

The self assessment calculation needs revising, I would suggest, as I am sure that personal allowances would have been claimed against the property income when already utilised at PAYE.

Interest and penalties would be already accruing on the increased liability.

Bit of a mess!

John_Pierpoint

00ec25 wrote: »

.....................as for no receipts, then it is a fundamental principle of business and tax that a claim has to be actual not estimate (with a very few specific exceptions, clothing not being one of them!)

If you can latch onto certain trades, then you can claim that trade's standard tools and overalls allowance; however for clothing it usually has to be unique to the trade or needed for safety reasons, not the the sort of thing you could wear on the Clapham Omnibus without risking that your trade or employer would be recognised.

Plenty of examples here if you search the thread:
https://forums.moneysavingexpert.com/discussion/27967

dori2o

All the advice above is correct. When completing the tax return ALL of your taxable income must be show, whether that is employment income, property, self employed, from outside the UK, capital gains etc etc etc

If you have not included this information on your tax return then you need to correct that asap.

You can only make amendments to a tax return within a specified time limit, that is 12 months following the filing deadline of the return.

Therefore in your case, only 2011/12 and 12/13 (if already submitted) can be amended.

With regards to 10/11, you will need to make a written submission to claim 'Overpayment Relief, as per sections 1AB of the Taxes Management Act 1970'.

You will need to state in your letter which year you are making the claim against, what you estimate the tax refund/underpayment to be, and the reason why you believe there is a refund/underpayment due.

Laundry you will have no problems with, but clothing is much harder to claim, especially without receipts.

Exactly what clothing are you claiming for and why is it you believe this claim would be allowable. Everyone has to wear clothes for work (except in very, very, very few circumstances) and even if what you wear is not ordinary clothes/a suit/ casual clothes etc but sportswear, IMO it would not qualify UNLESS you had to purchase specialist clothing in order to do your job (i.e. without this purchase it would not be possible to perform your duties).

jimmo

http://www.hmrc.gov.uk/manuals/eimanual/EIM70730.htm