FAQ
No. Eligibility depends on your individual circumstances, the information and evidence available, the tax rules for the relevant year and HMRC's final decision. Any early estimate is indicative only.
Time limits apply and can vary by claim type and circumstances. We will confirm which tax years appear to be open when we review your case. Do not delay if you think an older year may be involved.
It depends on the claim. You may need payslips, P60s, pension statements, receipts, bank statements, mileage logs, job sheets, work-location records or proof of employer reimbursement. We will give you a tailored list.
Tell us what is missing. We will explain whether alternative records may help and whether there is still enough evidence to continue. Never guess dates, journeys, amounts or expenses.
You generally cannot obtain tax relief twice for the same cost. Tell us about every reimbursement, allowance or contribution received so it can be considered correctly.
Ordinary commuting between home and a permanent workplace is generally not eligible. Different rules may apply to qualifying business journeys and temporary workplaces, depending on the facts.
Not by itself. A receipt can prove a purchase, but the reason for the expense and its link to qualifying work or travel also need to be established.