Last updated on:
March 17, 2024

The P87 form is a way for employees to request tax relief on work-related expenses directly from HMRC. This applies if you've had to outlay personal funds towards employment expenses without reimbursement from your employer, and you're not required to file a Self Assessment tax return. The total claim must be £2,500 or less for the tax year.

Here’s when you should consider utilizing a P87:

  • The expenses are for the current tax year (for instance, the 2023/24 period), HMRC will adjust your tax code to reduce the tax you owe in future paychecks. For claims regarding previous tax years, you'll likely receive a refund via cheque.
  • You have a four-year window from the tax year's end to submit your claim.

Types of Expenses You Can Claim:

  • Travel and overnight expenses, including public transport costs, hotel accommodations, and meals on overnight business trips
  • Professional fees and subscriptions to approved bodies or registers
  • Buying or cleaning work uniforms or specialised clothing
  • Tools or equipment necessary for your job

Filing a P87 Claim:

You can submit your P87 claim through HMRC’s online portal. If you already possess a Government Gateway ID, you’ll need it to log in and process your claim. The aim is to streamline the tax relief process for work-related expenses, ensuring you’re not out of pocket for costs essential to performing your job.

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