As a teacher, here are some of the most common the things you might be able to claim a tax rebate for:
The rules for claiming tax back on teaching equipment is quite strict. The general rule is that costs be incurred ‘wholly, exclusively and necessarily’ in the performance of your duties.
This means that someone performing your role would have to incur the expenses and that the expenses are incurred while performing your duties rather than putting you in the position where you are able to perform those duties.
Here are some examples when tax relief may be requested by teachers:
Other things we have been successful in claiming a tax rebate for:
If you are a teacher and pay into one (or more) of the following professional bodies you may be eligible for a tax refund:
The amount of teacher tax relief that can be claimed does change. The amount allowable is dependent upon the agreement made between HMRC and the professional body. For example if a teacher was making a NUT tax relief or NASUWT tax relief only 66% of the total fee can be claimed but if you were claiming tax relief on ATL, 90% of the total fee can be reclaimed.
If you have used your own vehicle for work at any point during the last four years (tax years) and depending on whether or not your employer reimbursed you for that trip you may be eligible to claim back some tax. The amount will vary.
The law says travel expenses are allowable for tax purposes if:
The rules surrounding tax relief say that any location you have worked at for under 24 months can count as a “temporary workplace” for tax purposes and it is this travel to temporary workplaces that is the subject of most tax refund claims.
Supply teachers that work through an agency are not entitled to claim tax relief on their travel expenses (even though they may work on lots of different engagements and may incur substantial travel costs in getting to their various work locations).
Note that changes introduced in April 2016 mean that supply teachers that work through an umbrella company are also now unable to claim tax relief on their travel expenses.
You should collect together as much information as possible concerning your work as a teacher and all the expenses you have incurred. Remember, you can claim expenses for up to four Tax years, even if you have since been made redundant, or changed jobs. This will not affect your current employment in any way or form.
Typical information needed to process your Security Tax refund would include:
The most important thing to remember is that the more information we have, the more chance of a bigger Tax repayment. No matter how little or irrelevant you think it might be, we could possibly make a claim for the expense.