Tax Reclaim

Employment Expense Claim

Please answer the following questions accurately so we can assess if any expenses are due to you
Section 1: Personal Details
First Name*
Last Name*
Your National Insurance (NI) Number*
Address*

Street Address

Street Address Line 2

CityCounty

Postcode
Your Phone Number*
Your Email Address*
Your Date Of Birth*

DayMonthYear

Section 2: Your Employment
Do you do a self assessment tax return each year?*

YesNo
Have you paid tax this year?*

YesNo
What industry do you work in?
What is your job title?*
What do you do for work, e.g. Nurse
How many months have you been at your current job?
Please upload your latest P60*

Cancelof
Please have the whole document in view. We need to be able to see how much tax you have paid, your national insurance number, tax code and PAYE reference number
If your P60 requires a password to open please specify the password here

Section 3: KYC Identity Verification
IMPORTANT: We need to collect proof of identity for 2 reasons

1. Date Of Birth: It is essential that your date of birth is correct. The most accurate way to verify this is from an ID document.

2. Repayments: In order to pay you we must complete identiy verification as part of KYC to ensure that the money is paid to the right person
Please upload your passport, driving licence or other government ID *

Cancelof

Section 4: Your Claim
Select all the expenses that apply to you*

Work From HomeUniform & ClothingNone of the above

Section 5: Your Claim Details
Please answer the following questions accuratley
Please select which tax years you were required to work from home

April 2023 - April 2024April 2022 - April 2023
Proof of working from home

If you have selected that you have worked from home for the 2024 or the 2023 tax year we need to see evidence of this. Please upload proof of working from home, this may be in your employment contract.
Cancelof
Please select the tax years that you were required to work at least 1 day from home

April 2021 - April 2022April 2020 - April 2021
Uniform & Clothing - Please select which years you were required to wear a uniform

April 2023 - April 2024April 2022 - April 2023April 2021 - April 2022April 2020 - April 2021

Section 6: Confirmation
How would you like us to address you?*
Signature*

Clear
Your signature will be used on the P64-8 and the P87 documents which will be submitted to HMRC to make your expense claim
Should be Empty:

Employment Expense Claim