Tax relief claim query - Teacher

yoshiyella

Hello All,

Looking for some advice - received an email from a company who can claim back tax paid on union fees over the last 5 years and to change the tax code to reflect future tax relief on these costs.

Now they decide to charge £48.50 for doing this but I am positive I can be doing this myself.

Can anyone advise if there is a specific form I need to complete or can I send in a letter requesting all of this?

Many thanks for any help :beer:

molerat

Just send a letter. Your e-mail was probably given by your union - shows how much they care about you.

mad_mam_of2

Send a letter in with your job role, the name of the professional body/ union you pay to, and the amount for the years (you can claim back for 11/12 onwards). If you want cash make sure you specify in the letter as they may put an adjustment in your tax code. There is a backlog at the moment of around 14 weeks for post, but you can call and the query can be dealt with over the phone. (long call times of up to 45 minutes the later in the day that you call. I would avoid calling this week or next as lots of advisors will be switched to the tax credits line.

xylophone

https://www.gov.uk/tax-relief-for-employees/professional-fees-and-subscriptions

PlutoinCapricorn

The unions are paid to recommend these companies; this is a disgrace. I know a doctor and a teacher who do it themselves, and I asked them to tell all their colleagues.

agrinnall

It's very simple to ring up and do this yourself, anyone charging for this probably has a sideline taking candy from babies.

Spidernick

PlutoinCapricorn wrote: »

The unions are paid to recommend these companies; this is a disgrace.

Agreed - and claiming that they can go back five years is doubly so. As mad mam of2 points out, you can only go back to 2011/12. It is so easy to do this yourself that I despair of anyone paying for this 'service'.