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Martin Lewis: Working from home due to coronavirus, even for a day? Claim TWO years' worth of tax re

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  • sadinlondon
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    What you have been told is complete and utter rubbish.

    I would say you shouldn't under any circumstances make a non standard claim.

    You have clearly got an unhelpful or poor quality adviser.

    Just be because you cannot claim via the Micro Service doesn't mean you cannot claim the simplified expenses of £312.

    I would phone again explaining you are having IT issues and that you want to claim Covid-19 WFH expenses of £312 for 2020:21 and 2021:22 (if due this year).  Should be a very short call and simple for HMRC to do.

    The tax saving is between £0 and, in extreme cases £190.  Most people save £60-£62.
    Called HMRC again. “Can’t do it over the phone anymore. P87. You have to do a P87” The guidance has changed!

    oh and you have to print it and post it!! What?? 
    Seems bizarre.

    Did you try and claim starring here??

    https://www.gov.uk/tax-relief-for-employees/working-at-home
    Hi,

    yes, this is where I claimed the first time and then tried for 2020/2021. Even that page seems a bit changed now as there used to be hyperlinked working from home for coronavirus reasons option at the top and it’s now been removed. It now says in one of the paragraphs at the bottom that one of the reasons you can claim for is coronavirus. As I said before, when you click on this you are asked (well, I was asked) to provide a figure for the expenses paid by me and by my employer. Filled that form in the end with an approximate estimate and submitted it. Will wait and see how quickly they get back with anything.

    Thank you for all your help! 
  • Dazed_and_C0nfused
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    If you have tried claiming actual costs rather than the £6/week then expect a long wait.

    In my experience HMRC look far closer at such claims compared to the simple £6/week and may refuse your claim.

    £6/week is the way to go for Covid-19 WFH claims in my humble opinion.
  • freshandminty
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    Is anyone still waiting for their refund? I completed the form in April 2021 for tax year 2020 and 2021 to claim the standard amount per week and the form response said I would receive a payment before the end of November 2021 but I haven’t received anything in the post yet and I’ve checked HMRC online using my government gateway and nothing has been credited to my account.  I’m wondering if it’s just delays due to the number of people who have claimed?

    Thanks in advance.
  • Dazed_and_C0nfused
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    If you claimed for 2020:21 and 2021:22 you would normally have had a new tax code almost immediately which (provisionally) sorted 2021:22.

    What does your Personal Tax Account show for 2020:21 when you log in?

    Do you get a note like this or does it say your tax has been calculated and there is nothing to pay?

    Your tax has not been calculated yet
    There is no need to contact HMRC about this. You will receive a letter if you have paid too much or too little tax.


  • grumbler
    grumbler Posts: 58,629 Forumite
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    edited 2 January 2022 at 4:09PM
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    My wife has been working from home for the last two years and I told her to apply for this particular tax relief and specifically told her to do this for both years.
    Soon she received her tax code notice for 21/22 that says "Job expenses £312" as a part of the total tax-free amount.
    Is my understanding correct that this is just for 1 year, not 2, as £312=£6*52(weeks)?

    If so, can it be that in 21/22 she gets the relief for 20/21, then in 22/23 for 21/22 etc.?

  • Dazed_and_C0nfused
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    No, HMRC never allow tax relief like that.

    Job Expenses of £312 in the 2021:22 tax code will be allowing the relief due for 2021:22.

    When did she apply for the WFH allowance?  If it was after 13 March 2021 then she was too late get a tax code adjustment for 2020:21 and will need to wait for HMRC to review that year and calculate any refund due.  

    She can check if this had happened yet via her Personal Tax Account.
  • grumbler
    grumbler Posts: 58,629 Forumite
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    edited 2 January 2022 at 6:31PM
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    No, HMRC never allow tax relief like that.

    Job Expenses of £312 in the 2021:22 tax code will be allowing the relief due for 2021:22.

    When did she apply for the WFH allowance?  If it was after 13 March 2021 then she was too late get a tax code adjustment for 2020:21 and will need to wait for HMRC to review that year and calculate any refund due.  

    She can check if this had happened yet via her Personal Tax Account.
    She applied recently.
    Screengrab from online HMRC microservice allowing you to claim tax relief for this tax year and past tax years

    - this is from the MSE guide. What are the second tick box and "Select all that apply" for then? Are you saying that for the previous year they are supposed to send a cheque?
  • Dazed_and_C0nfused
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    If she applied recently she may not have allowed enough time for HMRC to deal with the previous tax year.

    She can have a cheque if she wants but HMRC will send her a calculation and invite her to claim any refund due via the BACS bank transfer system i.e. she goes into her Personal Tax Account and provides her bank details then HMRC transfer the refund info that account.

    A cheque would only be issued if she doesn't do that.
  • grumbler
    grumbler Posts: 58,629 Forumite
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    OK, it's more clear now, thanks.
  • zaynab
    zaynab Posts: 79 Forumite
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    How can i find out from pay slips? Also does one have to apply each tax year? 
    Also, i tried through the micro service link and was directed to self assessment but there is none for me to complete so how do i apply as there is no form.
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