P11D form guide?
A p11d tax form is for employers to file any work-related taxable expenses and benefits that they have received over the financial year between April 6th and April 5th. Only the allowances and expenses that have not been included in your wages can be added to this HMRC form.
Your p11d explained
Your p11d will show the following information and costs (or cash equivalent if using vouchers).
• Employer & employee details
• Your PAYE / UTR (unique taxpayer reference)
• Your national insurance number
• Assets transferred
• Payments made on behalf of the employee
• Vouchers and credit cards
• Living accommodation
• Mileage and passenger payments
What does a P11D look like?
How do I get a p11d?
A p11d form is used to file expenses and benefits that you may be liable to pay tax on. This form is more relevant for employers; they must submit a p11d form every tax year outlining expenses & benefit payments given to their employees; these include:
• Company cars, mileage & fuel allowance
• Private car & motorcycles mileage and fuel allowances
• Business Travel
• Business entertainment (business lunches etc)
• Transfer of assets
• Working from home
• Payments for the use of your home telephone
• Work uniforms, tools & equipment
• Credit, and non-credit card expenses payments
• Private medical insurance
• Loans
Other items may also count, including your childcare costs, taxis & rail fares for business needs.
What Can I Claim Tax Back On?
You can claim tax back on most work-related expenses. Below is a list of items that you can request a tax rebate on:
• Vehicles for work use
• Fuel/Mileage costs
• Travel expenses
• Overnight expenses (food in certain circumstances)
• Rail Tickets (single & season tickets)
• Uniforms, work clothing, and tools
• Cleaning costs for uniforms
• Professional fees, subscriptions & unions fees
This list is an example of what you could claim back; there may be expenses & items specific to the job role that you could claim back.
What are the Deadlines?
- Current legislation in the UK says you can go back up to four Tax years when claiming a Tax rebate. This means at the current moment in time you can make a claim for the following periods:
- Year ended 5th April 2021
- Year ended 5th April 2022
- Year ended 5th April 2023
- Year ended 5th April 2024
Effectively this means you can claim Tax relief from 6th April 2020.
Over such a long period of time wage slips and p60s can be lost or misplaced. This isn’t a problem as you have lots of ways to obtain this information.
- Contact your current/previous employers as they are legally obliged to keep your records going back 6 years and because of GDPR if your request that information they have to provide it to you.
- You could log into your government gateway which is easy to set up if you have never done this.
- Contact HMRC on 0300 200 3300 and request that they post out to you a tax history letter which usually arrives in 10 working days from when you request it from them and this tax history letter will go back 4 years.
Am I Due Any Tax Back?
Most workers, whether employed or self-employed may be due a tax rebate for work-related items, expenses or because they have paid too much tax. HMRC do not know everyone’s individual circumstances, and it is up to the taxpayer to contact HMRC to see if they are entitled to any tax relief.
Other reasons for a tax refund may include pension payments, redundancy payments, interest from a savings account, PPI, or UK income if you are living aboard.
All claims for tax refunds and rebates are reviewed on a case by case basis. Use our tax claim form and answer a few simple questions to see if you could be entitled to make a claim.
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