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Shepherd Partnership

The way employees can claim expenses changed on 7 May 2022


The way in which employees can claim tax relief on expenses changed on 7 May 2022.


Expenses employees can claim for are somewhat limited as they must have been incurred by the employee but not reimbursed by the employer. The expenses also must be incurred wholly, exclusively and necessarily for performance of the employment which means that the duties that cannot be performed without incurring this particular cost.


If you are not in self assessment a claim can be made online where claims are for £2,500 or less for the tax year. Examples of expenses are working from home, uniform costs, travel costs, professional fees or providing equipment you need for your job, Claims can be made by telephone if you claimed the previous year and your expenses are less than £1,000 (£2,500 for professional fees).


From 7 May 2022 postal claims by letter will no longer be accepted. From that date form P87 will need to be used instead if you want to claim on paper.


If you complete a Self Assessment tax return claims are made by making entries in the employment income section of the return.

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