The short version: A P87 is the form you use to claim tax relief on work expenses if you’re employed, don’t file Self Assessment, and your expenses are under £2,500 a year.
What can you claim?
Work related expenses that you paid for yourself and weren’t reimbursed by your employer. Things like professional subscriptions, uniforms you have to launder, tools for your job, or working from home costs.
Who can use a P87?
Employees who don’t need to file a Self Assessment tax return and whose claims are under £2,500. If your expenses are higher, or you have other reasons to file Self Assessment, you’ll claim through your tax return instead.
How do you get the money?
For the current tax year, HMRC adjusts your tax code so you pay less tax going forward. For previous years, they send a cheque or bank transfer for the refund.
How far back can you claim?
Up to four years from the end of the tax year you’re claiming for.
Think you might have unclaimed work expenses? Get in touch and we’ll help you work out what you’re owed.
