It must be you paying the membership fee not the employer and the membership must be directly relevant to your employment. Check your facts here: Claiming expenses – don’t get caught out – Tax advice – don’t get caught out.
We are on the government list of approved learned societies and professional organisations which can be found here: Approved learned societies and professional organisations (List 3) – GOV.UK.
Please note: You can claim for this tax year and the four previous tax years if you have not done so.
How to claim
If you complete a Self-Assessment tax form:
- You can use you HMRC personal tax account (Personal tax account: sign in or set up – GOV.UK) to complete the details;
If you are using an accountancy service, they will need to be notified of the membership fees and any previous fee claim you wish to make.
If you do not have a self-assessment tax return:
- You can use you HMRC personal tax account (Personal tax account: sign in or set up – GOV.UK) to complete the details;
- Alternatively you can use the P87 form produced by HMRC and send it by post. The form can be found here: P87
To change your tax free allowances through your Personal Tax Account online (UK) follow these steps:
- Log-on to your account
- Select the link ‘Pay As you Earn (PAYE)’
- Then on the next pages click on the link ‘Check current tax year’
- On the right-hand side of the next page click on the link ‘What makes up your tax-free amount’
- The next page will show ‘Your tax-free amount for 6th April year – 5th April – year’
- Scroll down to the ‘Something missing’ heading
- Select ‘Add a missing allowance or tax relief’ and complete as appropriate
Remember: Check your facts!
Claiming expenses – don’t get caught out – Tax advice – don’t get caught out
