Union Fee tax refund question

marflar

Hi all, I'm a UCU member and claimed for 4 years of union fees back in 2012 - since I'm pretty sure they adjust your tax code as part of the process, is there any point in putting a claim in for the last 2 years?

Or have they taken account of the rebate with the new tax code?

(sorry if this is a completely dumb question!!!)

dzug1

You can tell by looking at your tax code and checking if it's been adjusted

marflar

cheers, will check today - if my code has been adjusted that means no claim right?

agrinnall

How was the refund obtained in 2012, did they send you a cheque or did they adjust your tax code at that point to so that the 4 previous years' subs were taken into account in how much you paid in 2012/3?

If the former then you're probably right that they will have adjusted your tax code for that year and kept that adjustment for future years - you will have received a P2 Coding Notice at the time to say what the change was.

If the latter, then I would expect a bigger change in 2012/3, then another change in 2013/4 to account for a single years' subs from then on. In this case you should have had two P2s.

If your annual subs are, for example, £200, then your tax code should now be 1020L (assuming no other complications), and would have been 964L last year.