How to claim tax while working in the NHS
This blog post is on claiming tax back while working in the NHS.
Some official websites:
https://www.bma.org.uk/advice/employment/tax/tax-guidance/tax-relief
https://www.gov.uk/claim-tax-refund
https://www.gov.uk/tax-relief-for-employees
I am going to address this in the form of frequently asked questions.
What is this about?
https://www.gov.uk/claim-tax-refund
https://www.gov.uk/tax-relief-for-employees
So does this mean I can claim tax on all my expenses?
Some official websites:
https://www.bma.org.uk/advice/employment/tax/tax-guidance/tax-relief
https://www.gov.uk/claim-tax-refund
https://www.gov.uk/tax-relief-for-employees
I am going to address this in the form of frequently asked questions.
What is this about?
https://www.gov.uk/claim-tax-refund
https://www.gov.uk/tax-relief-for-employees
So does this mean I can claim tax on all my expenses?
You can claim tax on certain expenses which you paid VAT for while working in the UK.
What does that mean?
In simple terms, you can claim tax on items/services you used when you came here on a work visa.
What does this include?
As doctors we can claim tax on :
1. Stethescopes and any other professional equipment we have purchased which is necessary for our jobs.
2. Professional fees which includes GMC fees, indemnity insurance fees, BMA membership.
3. Fees on Royal Colleges - like members of the RCP, etc.
4. Fees on exams/courses which were necessary to progress in your career.
5. If you use a train/car to commute to do home visits/give exams.
Does this mean I will get the whole amount I paid?
No, just the tax.
How much is that?
Around 10 to 20% of the actual cost of whatever you have paid for.
Can I claim for GMC exam fees?
In 2018:
It seems like most of the things you claimed for were rejected by the HMRC.
This does seem to be the case. However I have been able to get around 500 GBP from the HMRC in 2017 and 2018. This is a reasonable amount for not a lot of effort.
Can I only claim for this years expenses?
No. you can claim for tax on expenses up to 4 years (as long as you were working and earning in the UK) as mentioned here:
https://www.gov.uk/tax-relief-for-employees
Someone has suggested a tax lawyer.
What does that mean?
In simple terms, you can claim tax on items/services you used when you came here on a work visa.
What does this include?
As doctors we can claim tax on :
1. Stethescopes and any other professional equipment we have purchased which is necessary for our jobs.
2. Professional fees which includes GMC fees, indemnity insurance fees, BMA membership.
3. Fees on Royal Colleges - like members of the RCP, etc.
4. Fees on exams/courses which were necessary to progress in your career.
5. If you use a train/car to commute to do home visits/give exams.
6. Accommodation expenses on courses/exams.
Does this mean I will get the whole amount I paid?
No, just the tax.
How much is that?
Around 10 to 20% of the actual cost of whatever you have paid for.
Can I claim for GMC exam fees?
Were you working in the UK when you gave your exams?
No.
No.
Then as mentioned above, you cannot claim on anything which you did not pay for WHILE working in the UK and getting paid in the UK.
What have you claimed for so far?
In 2017:
1. My indemnity insurance
2. BMA membership
3. MRCP 2 exam and Pastest subscription
4. A RCP conference I attended a few months ago and hotel expenses (Partially paid by my trust through the study budget)
5. GMC annual fees
6. ALS course (Completely paid by my trust - through my study budget)
I got a tax relief of 274.60 GBP.
What have you claimed for so far?
In 2017:
1. My indemnity insurance
2. BMA membership
3. MRCP 2 exam and Pastest subscription
4. A RCP conference I attended a few months ago and hotel expenses (Partially paid by my trust through the study budget)
5. GMC annual fees
6. ALS course (Completely paid by my trust - through my study budget)
I got a tax relief of 274.60 GBP.
In 2018:
- MRCP 2 exam ( which I gave in my non training post but is essential for my career progression)
- Mrcp 2 Pastest subscription
- DBS charges
- TIER 2 visa fees for training post
- Health surcharge fees
- COS
- Relocation charges (This is unlikely to be reimbursed as this was reimbursed by my trust)
- E portfolio fees
- GMC Fees
- Pastest paces subscription
- RCP conference fees
- BMA subscription
- MPS insurance
- Cremation form fees (In my trust, the fees for cremation forms are taxed and then added to my payslip)
- Tax relief on my NHS pension
- books I've bought here related to work.
I got a £134.45 tax refund
I got another cheque for 91.94 GBP a few weeks later
I did not get tax refunds on my MRCP 2 exam, relocation charges, pastest PACES subscription, DBS, relocation charges, TIER 2 visa fees, COS, books or E portfolio fees.
In 2019:
- Mrcp 2 Pastest subscription
- DBS charges
- TIER 2 visa fees for training post
- Health surcharge fees
- COS
- Relocation charges (This is unlikely to be reimbursed as this was reimbursed by my trust)
- E portfolio fees
- GMC Fees
- Pastest paces subscription
- RCP conference fees
- BMA subscription
- MPS insurance
- Cremation form fees (In my trust, the fees for cremation forms are taxed and then added to my payslip)
- Tax relief on my NHS pension
- books I've bought here related to work.
I got a £134.45 tax refund
I got another cheque for 91.94 GBP a few weeks later
I did not get tax refunds on my MRCP 2 exam, relocation charges, pastest PACES subscription, DBS, relocation charges, TIER 2 visa fees, COS, books or E portfolio fees.
In 2019:
I have claimed for:
This year, I am claiming for the following:
1. MRCP 2 exam
This exam will allow me to progress in my career and apply for a registrar post which starts in August, 2019.
Fees: 419.00 GBP paid on the 28th of September, 2016.
2. MRCP 2 exam online pool questions
These pool questions were an important part of my preparation which allowed me to pass.
Cost: 99 GBP paid in July, 2016.
3. MRCP PACES course
MRCP PACES4U course which I paid for in July, 2018
Cost: 790.00 GBP
4. Accommodation I booked in order to attend aforementioned course from 28th to 30th of September, 2018.
Cost: 117.80 GBP paid on the 27th of August, 2018
5. MRCP PACES exam
This exam will allow me to progress in my career and apply for a registrar post which starts in August, 2019.
Fees: 657.00 GBP paid in July, 2018.
Unfortunately I did not pass this exam
6. MRCP PACES pastest online revision tool
Cost: 149.50 paid in October, 2017
Then re-subscribed to this in August, 2018. Cost: 129.00 GBP
7. MRCP PACES exam (Rebooked)
This exam will allow me to progress in my career and apply for a registrar post which starts in August, 2019.
Fees: 657.00 GBP paid in March, 2019
8. Stethescope
I use it daily for my clinical work as a junior doctor in the NHS.
Cost: 155.39 GBP paid in March, 2019.
9. Medical Protection Society fees:
48 GBP paid in August, 2018.
10. GMC fees.
11. NHS e portfolio fees
Some of the fees are a repeat of the previous claims ( like MRCP 2 - which is now a requirement for me to progress in my career).
I am awaiting a response from the HMRC on how much tax relief I will get.
How do you claim for tax relief?
By going online:
https://www.gov.uk/claim-tax-refund
Or posting a letter containing all the details of your expenses with an explanation of why you think these should have a relief on tax. The postal address is here:https://www.gov.uk/government/organisations/hm-revenue-customs/contact/income-tax-enquiries-for-individuals-pensioners-and-employees
Which one do you prefer?
I prefer posting a tax refund claim as I can explain myself better. There is limited space on the online application plus there is a limit of how much you can claim via the online portal.
How should I type up a letter?
To,
Pay As You Earn and Self Assessment
HM Revenue and Customs
BX9 1AS
United Kingdom
I am working as a junior doctor in the UK since *****. Currently, I am working as a **** in *****.
I would like to claim tax refunds for the following expenses which were self funded:
***enumerate list of expenses with explanations of why these are necessary****
I have attached receipts of the aforementioned expenses. Kindly let me know if you need any further information.
Regards,
***your signature***
Dr *****
******
******Hospital
National insurance number: *****
Phone number:******
Email address:*****
Dated: *****
This application was rejected as the HMRC responded that I did not require those exams as I had not started my ST3 training yet and asked me to provide my ST3 training number and proof that these were necessary for my career progression so I sent them another letter:
To,
Pay As You Earn and Self Assessment
HM Revenue and Customs
BX9 1AS
United Kingdom
I am working as a junior doctor in the UK since January, 2016. Currently, I am working as a core medical trainee in *****till the 6th of August and then I am starting as a ST3 trainee registrar in *******.
I requested a tax refund a few weeks ago however there was some information missing which I have now attached with this application.
I would like to claim tax refunds for the following expenses which were self funded while I was working in the United Kingdom:
MRCP 2 EXAM
1. MRCP 2 exam
This exam allowed me to progress in my career and apply for a registrar post which starts on the 7th of August, 2019.
Fees: 419.00 GBP paid on the ******.
As mentioned on the ST3 recruitment website (https://www.st3recruitment.org.uk/recruitment-process/am-i-eligible/mrcp-uk) I would have not been eligible to work as a trainee registrar till I passed all parts of my MRCP exam (MRCP part 1, 2 and PACES). I have attached a copy of my job contract as a registrar starting from the 7th of August, 2019.
2. MRCP 2 exam online pool questions
These pool questions were an important part of my preparation which allowed me to pass my MRCP 2 exam.
Cost: 99 GBP paid in *****.
PACES EXAM
As mentioned on the ST3 recruitment website (https://www.st3recruitment.org.uk/recruitment-process/am-i-eligible/mrcp-uk) I would have not been eligible to work as a trainee registrar till I passed all parts of my MRCP exam ( MRCP part 1, 2 and PACES).
3. MRCP PACES course
MRCP PACES4U course which I paid for in *****
Cost: 790.00 GBP
This course was important for me to understand what the exam format was like and enable me to prepare for it well.
4. Accommodation I booked in order to attend aforementioned course from *****
Cost: 117.80 GBP paid on the *****
5. MRCP PACES exam – First attempt
Fees: 657.00 GBP paid in ******
Unfortunately I did not pass this exam
6. MRCP PACES pastest online revision tool
Cost: 149.50 paid in ******
Then re-subscribed to this in ******.
Cost: 129.00 GBP
This course was important for me to understand what the exam format was like and enable me to prepare for it well.
7. MRCP PACES exam - second attempt
Fees: 657.00 GBP paid on the ******. I passed it in this attempt.
8. Stethescope
I use it daily for my clinical work as a junior doctor in the NHS. The hospital does not fund for this.
Cost: 155.39 GBP paid in ******.
OTHER MADNATORY FEES
9. Medical Protection Society fees:
48 GBP paid in ******. I have attached a copy of my bank statement to support this.
This is mandatory as advised by the GMC here:
https://www.gmc-uk.org/registration-and-licensing/managing-your-registration/information-for-doctors-on-the-register/insurance-indemnity-and-medico-legal-support
10. GMC annual fees
390.00 GBP paid in *****.
399.00 paid in ******
I have attached a screenshot of the GMC page stating that these are tax refundable and I have also attached my receipts.
I cannot work as a doctor unless I pay my GMC fees.
11. E portfolio Fees which is mandatory for my core medical training.
Cost: 338 GBP
https://www.jrcptb.org.uk/eportfolio-information
12. E portfolio fees which is mandatory for my ST3 training.
Cost: 169 GBP as initial payment ( which I have paid) and then 4 further installments ( which I will pay over the course of the next few months).
https://www.jrcptb.org.uk/enrolment/fees-and-membership
I have attached an email from JRCPTB stating that this is tax deductible.
Here is the guidance on tax relief as per the BMA for your kind reference:
https://www.bma.org.uk/advice/employment/tax/tax-guidance/tax-relief
Here is a guidance on the MRCP website:
https://www.mrcpuk.org/faq/are-my-examination-fees-and-jrcptb-enrolment-fees-tax-deductible
I have also attached an email from my deanery confirming my national training number and my new job contract as a trainee ST3 registrar.
When I applied for a tax relief earlier, I had not received a confirmation letter about my ST3 post as a registrar and hence, understandably my application was rejected. I have now attached my job confirmation letter and details of my national training number.
I have attached receipts of the aforementioned expenses. Kindly let me know if you need any further information.
Regards,
Dr Omar Alam
Core Medical Trainee Year 2
*******
National insurance number: ******
Phone number: *****
Email address: ******
Dated: *******
This year, I am claiming for the following:
1. MRCP 2 exam
This exam will allow me to progress in my career and apply for a registrar post which starts in August, 2019.
Fees: 419.00 GBP paid on the 28th of September, 2016.
2. MRCP 2 exam online pool questions
These pool questions were an important part of my preparation which allowed me to pass.
Cost: 99 GBP paid in July, 2016.
3. MRCP PACES course
MRCP PACES4U course which I paid for in July, 2018
Cost: 790.00 GBP
4. Accommodation I booked in order to attend aforementioned course from 28th to 30th of September, 2018.
Cost: 117.80 GBP paid on the 27th of August, 2018
5. MRCP PACES exam
This exam will allow me to progress in my career and apply for a registrar post which starts in August, 2019.
Fees: 657.00 GBP paid in July, 2018.
Unfortunately I did not pass this exam
6. MRCP PACES pastest online revision tool
Cost: 149.50 paid in October, 2017
Then re-subscribed to this in August, 2018. Cost: 129.00 GBP
7. MRCP PACES exam (Rebooked)
This exam will allow me to progress in my career and apply for a registrar post which starts in August, 2019.
Fees: 657.00 GBP paid in March, 2019
8. Stethescope
I use it daily for my clinical work as a junior doctor in the NHS.
Cost: 155.39 GBP paid in March, 2019.
9. Medical Protection Society fees:
48 GBP paid in August, 2018.
10. GMC fees.
11. NHS e portfolio fees
Some of the fees are a repeat of the previous claims ( like MRCP 2 - which is now a requirement for me to progress in my career).
I am awaiting a response from the HMRC on how much tax relief I will get.
How do you claim for tax relief?
By going online:
https://www.gov.uk/claim-tax-refund
Or posting a letter containing all the details of your expenses with an explanation of why you think these should have a relief on tax. The postal address is here:https://www.gov.uk/government/organisations/hm-revenue-customs/contact/income-tax-enquiries-for-individuals-pensioners-and-employees
Which one do you prefer?
I prefer posting a tax refund claim as I can explain myself better. There is limited space on the online application plus there is a limit of how much you can claim via the online portal.
How should I type up a letter?
To,
Pay As You Earn and Self Assessment
HM Revenue and Customs
BX9 1AS
United Kingdom
I am working as a junior doctor in the UK since *****. Currently, I am working as a **** in *****.
I would like to claim tax refunds for the following expenses which were self funded:
***enumerate list of expenses with explanations of why these are necessary****
I have attached receipts of the aforementioned expenses. Kindly let me know if you need any further information.
Regards,
***your signature***
Dr *****
******
******Hospital
National insurance number: *****
Phone number:******
Email address:*****
Dated: *****
This application was rejected as the HMRC responded that I did not require those exams as I had not started my ST3 training yet and asked me to provide my ST3 training number and proof that these were necessary for my career progression so I sent them another letter:
To,
Pay As You Earn and Self Assessment
HM Revenue and Customs
BX9 1AS
United Kingdom
I am working as a junior doctor in the UK since January, 2016. Currently, I am working as a core medical trainee in *****till the 6th of August and then I am starting as a ST3 trainee registrar in *******.
I requested a tax refund a few weeks ago however there was some information missing which I have now attached with this application.
I would like to claim tax refunds for the following expenses which were self funded while I was working in the United Kingdom:
MRCP 2 EXAM
1. MRCP 2 exam
This exam allowed me to progress in my career and apply for a registrar post which starts on the 7th of August, 2019.
Fees: 419.00 GBP paid on the ******.
As mentioned on the ST3 recruitment website (https://www.st3recruitment.org.uk/recruitment-process/am-i-eligible/mrcp-uk) I would have not been eligible to work as a trainee registrar till I passed all parts of my MRCP exam (MRCP part 1, 2 and PACES). I have attached a copy of my job contract as a registrar starting from the 7th of August, 2019.
2. MRCP 2 exam online pool questions
These pool questions were an important part of my preparation which allowed me to pass my MRCP 2 exam.
Cost: 99 GBP paid in *****.
PACES EXAM
As mentioned on the ST3 recruitment website (https://www.st3recruitment.org.uk/recruitment-process/am-i-eligible/mrcp-uk) I would have not been eligible to work as a trainee registrar till I passed all parts of my MRCP exam ( MRCP part 1, 2 and PACES).
3. MRCP PACES course
MRCP PACES4U course which I paid for in *****
Cost: 790.00 GBP
This course was important for me to understand what the exam format was like and enable me to prepare for it well.
4. Accommodation I booked in order to attend aforementioned course from *****
Cost: 117.80 GBP paid on the *****
5. MRCP PACES exam – First attempt
Fees: 657.00 GBP paid in ******
Unfortunately I did not pass this exam
6. MRCP PACES pastest online revision tool
Cost: 149.50 paid in ******
Then re-subscribed to this in ******.
Cost: 129.00 GBP
This course was important for me to understand what the exam format was like and enable me to prepare for it well.
7. MRCP PACES exam - second attempt
Fees: 657.00 GBP paid on the ******. I passed it in this attempt.
8. Stethescope
I use it daily for my clinical work as a junior doctor in the NHS. The hospital does not fund for this.
Cost: 155.39 GBP paid in ******.
OTHER MADNATORY FEES
9. Medical Protection Society fees:
48 GBP paid in ******. I have attached a copy of my bank statement to support this.
This is mandatory as advised by the GMC here:
https://www.gmc-uk.org/registration-and-licensing/managing-your-registration/information-for-doctors-on-the-register/insurance-indemnity-and-medico-legal-support
10. GMC annual fees
390.00 GBP paid in *****.
399.00 paid in ******
I have attached a screenshot of the GMC page stating that these are tax refundable and I have also attached my receipts.
I cannot work as a doctor unless I pay my GMC fees.
11. E portfolio Fees which is mandatory for my core medical training.
Cost: 338 GBP
https://www.jrcptb.org.uk/eportfolio-information
12. E portfolio fees which is mandatory for my ST3 training.
Cost: 169 GBP as initial payment ( which I have paid) and then 4 further installments ( which I will pay over the course of the next few months).
https://www.jrcptb.org.uk/enrolment/fees-and-membership
I have attached an email from JRCPTB stating that this is tax deductible.
Here is the guidance on tax relief as per the BMA for your kind reference:
https://www.bma.org.uk/advice/employment/tax/tax-guidance/tax-relief
Here is a guidance on the MRCP website:
https://www.mrcpuk.org/faq/are-my-examination-fees-and-jrcptb-enrolment-fees-tax-deductible
I have also attached an email from my deanery confirming my national training number and my new job contract as a trainee ST3 registrar.
When I applied for a tax relief earlier, I had not received a confirmation letter about my ST3 post as a registrar and hence, understandably my application was rejected. I have now attached my job confirmation letter and details of my national training number.
I have attached receipts of the aforementioned expenses. Kindly let me know if you need any further information.
Regards,
Dr Omar Alam
Core Medical Trainee Year 2
*******
National insurance number: ******
Phone number: *****
Email address: ******
Dated: *******
In 2021:
Time line:
Letter posted in May, 2021
Received letter from NI team in June 2021 requesting me to send my P60 to them as I might have paid too much/too little national insurance contributions
Received a cheque in January, 2022 with a reimbursement of 1200 GBP
To,
The HMRC
Pay As You Earn and Self-Assessment
HM Revenue and Customs
BX9 1AS
United Kingdom
I am working as a doctor at ****** and would like to claim tax back on the following :
1. GMC fees –
406.00 GBP paid on the 30th of April, 2020
408.00 GBP paid on the 4th of May,2021
As per the GMC website , I claim tax on this:
https://www.gmc-uk.org/registration-and-licensing/managing-your-registration/fees-and-funding/our-registration-fees
2. Royal College of Physicians, Edinburgh Fees.
310.00 GBP paid on the 21st of September, 2020
As per the official link here, I can claim tax:
https://learning.rcpe.ac.uk/mod/hvp/view.php?id=7983
3. Medical indemnity insurance fees
149.00 GBP paid on the 18th of August, 2020
According to this, https://www.bma.org.uk/pay-and-contracts/tax I can claim tax on this.
4. Relocation charges of 1660.60 GBP paid on the ***** which were reimbursed via my employer and most likely taxed as well.
I have attached my pay slip with this application with that amount highlighted.
5. Indefinite leave to remain fees of 4816.40 GBP for myself and my wife (2408.2 GBP for my fees) to allow me to continue to work in the UK as a doctor.
I would also like to mention that I am doing extra shifts as a locum doctor in ****** Hospital and I have been taxed more from my main employers pay (that is, ******).
I have attached all of my payslips with this application from August, 2020 to date for your reference. Kindly review them as I feel I have been paying extra tax on my main employer’s salary when tax is already being deducted from my locum salary.
Many thanks,
Dr ******
Email address:
Phone number:
NI number:
In 2022
To,
The HMRC
Pay As You Earn and Self-Assessment
HM Revenue and Customs
BX9 1AS
United Kingdom
I am working as a doctor at ******and would like to claim tax back on the following :
GMC fees –
****GBP paid on the *****
As per the GMC website , I claim tax on this:
https://www.gmc-uk.org/registration-and-licensing/managing-your-registration/fees-and-funding/our-registration-fees
Medical indemnity insurance fees
**** GBP paid on the ******
According to this, https://www.bma.org.uk/pay-and-contracts/tax I can claim tax on this.
Tax claim for washing scrubs at home since I started in my hospital on the *****. As per trust policy, healthcare professionals are to wash their scrubs at home.
Tax claim on fuel expenses incurred when I drive to ****** Hospital for extra shifts. Please note, this is not my main hospital where I am usually based at. I have an excel file which mentions all my locums. I have travelled a total of **** miles since *******. I have attached my tenancy agreement which confirms that I am based **** miles away from my place of work where I do extra shifts which makes a round trip *****miles.
The team which deals with these shifts are called *****and they can also confirm these aforementioned shifts:
******
Tax claim for fuel expenses incurred when I drive to my usual place of work. I am not sure if I can claim for this but I live ******miles (******miles round trip) from my place of work – ****** and have been working there from the ****** to ******- A total of ******days (this does not include my days off) . This comes to be a total of ****** miles. I have not claimed for fuel expenses from my employer for this as it does not meet the criteria for fuel cost reimbursement.
I have attached my work schedule which confirms that I work here.
Tax claim for fuel expenses incurred when I drive to my usual place of work since the ****** to date. I am not sure if I can claim for this but I live ****** miles from my current place of work (****** miles round trip)-******where I have been working at from ****** to date- which comes to be ****** days, making a total of ******miles. I have not claimed for fuel expenses from my employer for this as it does not meet the criteria for fuel cost reimbursement.
I have attached my work schedule which confirms that I work here.
I have also attached my cars V5C to confirm that I drive this to work and back.
Many thanks,
I sent this letter in June, 2022 and was then asked to fill a self assessment form as my claim was above 2,500 GBP
Letter posted in May, 2021
Received letter from NI team in June 2021 requesting me to send my P60 to them as I might have paid too much/too little national insurance contributions
Received a cheque in January, 2022 with a reimbursement of 1200 GBP
To,
The HMRC
Pay As You Earn and Self-Assessment
HM Revenue and Customs
BX9 1AS
United Kingdom
I am working as a doctor at ****** and would like to claim tax back on the following :
1. GMC fees –
406.00 GBP paid on the 30th of April, 2020
408.00 GBP paid on the 4th of May,2021
As per the GMC website , I claim tax on this:
https://www.gmc-uk.org/registration-and-licensing/managing-your-registration/fees-and-funding/our-registration-fees
2. Royal College of Physicians, Edinburgh Fees.
310.00 GBP paid on the 21st of September, 2020
As per the official link here, I can claim tax:
https://learning.rcpe.ac.uk/mod/hvp/view.php?id=7983
3. Medical indemnity insurance fees
149.00 GBP paid on the 18th of August, 2020
According to this, https://www.bma.org.uk/pay-and-contracts/tax I can claim tax on this.
4. Relocation charges of 1660.60 GBP paid on the ***** which were reimbursed via my employer and most likely taxed as well.
I have attached my pay slip with this application with that amount highlighted.
5. Indefinite leave to remain fees of 4816.40 GBP for myself and my wife (2408.2 GBP for my fees) to allow me to continue to work in the UK as a doctor.
I would also like to mention that I am doing extra shifts as a locum doctor in ****** Hospital and I have been taxed more from my main employers pay (that is, ******).
I have attached all of my payslips with this application from August, 2020 to date for your reference. Kindly review them as I feel I have been paying extra tax on my main employer’s salary when tax is already being deducted from my locum salary.
Many thanks,
Dr ******
Email address:
Phone number:
NI number:
In 2022
To,
The HMRC
Pay As You Earn and Self-Assessment
HM Revenue and Customs
BX9 1AS
United Kingdom
I am working as a doctor at ******and would like to claim tax back on the following :
GMC fees –
****GBP paid on the *****
As per the GMC website , I claim tax on this:
https://www.gmc-uk.org/registration-and-licensing/managing-your-registration/fees-and-funding/our-registration-fees
Medical indemnity insurance fees
**** GBP paid on the ******
According to this, https://www.bma.org.uk/pay-and-contracts/tax I can claim tax on this.
Tax claim for washing scrubs at home since I started in my hospital on the *****. As per trust policy, healthcare professionals are to wash their scrubs at home.
Tax claim on fuel expenses incurred when I drive to ****** Hospital for extra shifts. Please note, this is not my main hospital where I am usually based at. I have an excel file which mentions all my locums. I have travelled a total of **** miles since *******. I have attached my tenancy agreement which confirms that I am based **** miles away from my place of work where I do extra shifts which makes a round trip *****miles.
The team which deals with these shifts are called *****and they can also confirm these aforementioned shifts:
******
Tax claim for fuel expenses incurred when I drive to my usual place of work. I am not sure if I can claim for this but I live ******miles (******miles round trip) from my place of work – ****** and have been working there from the ****** to ******- A total of ******days (this does not include my days off) . This comes to be a total of ****** miles. I have not claimed for fuel expenses from my employer for this as it does not meet the criteria for fuel cost reimbursement.
I have attached my work schedule which confirms that I work here.
Tax claim for fuel expenses incurred when I drive to my usual place of work since the ****** to date. I am not sure if I can claim for this but I live ****** miles from my current place of work (****** miles round trip)-******where I have been working at from ****** to date- which comes to be ****** days, making a total of ******miles. I have not claimed for fuel expenses from my employer for this as it does not meet the criteria for fuel cost reimbursement.
I have attached my work schedule which confirms that I work here.
I have also attached my cars V5C to confirm that I drive this to work and back.
Many thanks,
I sent this letter in June, 2022 and was then asked to fill a self assessment form as my claim was above 2,500 GBP
I filled the self assessment form online, copy pasted the above statements in the other information and also informed them that I sent a letter to them in June, 2022 with all receipts and relevant documents. I received 3.751 GBP in August, 2022
This does seem to be the case. However I have been able to get around 500 GBP from the HMRC in 2017 and 2018. This is a reasonable amount for not a lot of effort.
Can I only claim for this years expenses?
No. you can claim for tax on expenses up to 4 years (as long as you were working and earning in the UK) as mentioned here:
https://www.gov.uk/tax-relief-for-employees
Someone has suggested a tax lawyer.
I would not advise that especially when you are on a work visa and you ask an external person to go through your expenses and may "over claim" for something which may not be appropriate. At least when you do this yourself, you know what you are claiming for and can explain the reason behind why you need to claim tax.
I am worried that this may cause issues with my ILR.
Do not worry. The HMRC carefully assesses each application in detail and as long as we do not falsify information ( which there is a risk of when you hire a tax lawyer), you will be fine. I have claimed every year and I got my ILR in 2021.
I am worried that this may cause issues with my ILR.
Do not worry. The HMRC carefully assesses each application in detail and as long as we do not falsify information ( which there is a risk of when you hire a tax lawyer), you will be fine. I have claimed every year and I got my ILR in 2021.
Is there any official guidance on this?
Other than the aforementioned websites, you can talk to your payroll team who can put you through to the trusts financial advisor.
Is there any way to contact the HMRC if I have a query of whether a particular expense I can claim for?
Yes. You can contact them here:
https://www.gov.uk/government/organisations/hm-revenue-customs/contact/income-tax-enquiries-for-individuals-pensioners-and-employees
Please read this as well:
https://www.facebook.com/notes/international-medical-graduates-imgs-in-the-uk/the-tax-relief-guidance/1807231945976505/
Please join this group if you wish to access this:https://www.facebook.com/groups/IMGs.in.the.UK/
Other than the aforementioned websites, you can talk to your payroll team who can put you through to the trusts financial advisor.
Is there any way to contact the HMRC if I have a query of whether a particular expense I can claim for?
Yes. You can contact them here:
https://www.gov.uk/government/organisations/hm-revenue-customs/contact/income-tax-enquiries-for-individuals-pensioners-and-employees
Please read this as well:
https://www.facebook.com/notes/international-medical-graduates-imgs-in-the-uk/the-tax-relief-guidance/1807231945976505/
Please join this group if you wish to access this:https://www.facebook.com/groups/IMGs.in.the.UK/
PS: The HMRC has not sent a breakdown of what items I claimed for have been reimbursed however I asked for whatever I could think of
UPDATE:
The HMRC refunded 894 GBP for the claim I made in 2019. It took them 3 months to process the request.
I recieved a refund of 718 GBP for the claim I made in 2020. It took them 4 months to process the request.
UPDATE:
The HMRC refunded 894 GBP for the claim I made in 2019. It took them 3 months to process the request.
I recieved a refund of 718 GBP for the claim I made in 2020. It took them 4 months to process the request.
I received a refund of 1200 GBP in 2021. It took them 9 months to process the request.
I recieved a refund of 3751 GBP in 2022. It took them 2 months to process the request.
I received a refund of 3,000 GBP in 2023 for national insurance contributions form I filled in 2022 ( the NI team sent a form to me in the post- I filled it, attached all the necessary documents and received this amount as a direct bank transfer)
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