- Are you in the Armed Forces or have you left within the last 4 years?
- Do you drive your own vehicle to the bases you’re posted to?
You could be owed an average tax refund of £750 per year and can be claimed back 4 years. That could be £3000 owed back to you. Postings to bases outside the UK are included too.
Don’t let HMRC hold on to money that’s rightfully yours, contact Atkins & Co Chartered Accountants and expert Military tax advisors to find out how much of a refund you can get.
Frequently Asked Questions
- Can I claim?
If you’re in the Armed Forces, have drafts for 24 months or less, use your own vehicle or public transport to travel to base, and have been posted to different bases (including outside the UK), you may be due a tax refund.
We assess your claim for free and will only charge if you have a claim. If there is no claim there is no charge!
- How does it Work?
We claim tax relief on the costs you incur in travelling between your “main residence” and “temporary workplaces”.
- Your main residence is your home.
- A temporary workplace is a posting of 24 months or less.
We apply the rules set out in sections 336 – 339 of the Income Tax (Earnings and Pensions) Act 2003 to see whether you can claim. If your circumstances meet the criteria, you’re entitled to claim tax relief on the cost of your travel at the approved HMRC mileage rates.
We will email you a very simple form to complete showing the dates and addresses of your postings. If we need any more details we will call you to confirm.
We will then submit to HMRC, handle any questions on your behalf and chase them if there is any delay in your refund – it’s all part of our service. Your tax refund is sent to us and we then deduct our small fee and send the balance straight over to you.
- How much could I get?
On average, our clients get £750 per year, and we can reclaim your expenses for the last four complete tax years. So your first claim could be worth around £3000 which after our fees would be around £2520 in your pocket. This figure will vary depending on your individual situation.
- How much will it cost me and when do I pay?
We charge a very low fixed fee of £120 (including vat) per successful year claimed, which we deduct from you refund once it has been received, paying the balance directly into your bank account.
- How quickly will I get my money?
Once we’ve got all your information, it usually takes about 4-6 weeks to put your claim together. We send your claim to HMRC who will take another 6 – 8 weeks on average to pay out.
- What information will you need from me?
The most important things we need from you are a list of bases you’ve attended, including any time spent on courses, deployments or tours of duty, your monthly payslips and your move and track. You can get copy payslips and your move and track from JPA. We also need you to sign a couple of forms for HMRC that allow us to speak to them on your behalf, and get you set up to make the claim. Our claim pack will list out everything we need and information on how to obtain it. The claim pack & both tax forms (SA-1 & 68-4) can be downloaded from our website, printed, completed and sent back to us by post.
- I receive GYH/ HDT – Can I still claim?
Yes. Anyone can make a claim – it is irrelevant whether you receive GYH/HDT or not, although amounts already received are factored into the calculation.
- Will my tax code change?
Yes. However, we intercept this as part of our service and manage this for you. We advise that you check your tax code on your payslips following the claim as the HMRC system is automated. Therefore your tax code could change months after the refund is paid out. We will keep in touch and remind you to check your tax codes on your payslips and to let us know if you notice any discrepancies.
- Can HMRC demand the money back?
Yes, if you’ve claimed too much. We assess your claim thoroughly against the legislation and providing you give us full and accurate information, the claim will be legitimate so no money will be repayable.
- I live in married quarters, can I claim?
Yes, as long as you are travelling.
- I live on base, can I claim?
If you live on base during the week but go home to another address for weekends or longer periods of leave, then your home address would be classed as your main residence. The claim in this case would be for travel between your home address and your workplace. If you already receive a Get You Home Travel (GYH) allowance for this this would be taken into account in the calculations.
- Do I need to keep my assignment orders?
Yes. HMRC can always ask to see a copy of your assignment order to back up any claim. Where a copy has not been retained you could be asked to obtain a copy. If you do not have, or cannot obtain, a copy of your Assignment Order, there is a risk that HMRC will reject your claim. The Assignment Orders will be used to support the expectation of the length of your draft and hence whether a base is temporary or permanent in the eyes of HMRC.
- I’m based Overseas, can I claim?
Yes, you can claim for travel to and from a UK residence. However, if your family are Overseas with you, your accommodation there would normally be classed as your main residence.
- I live with my partner / parents, can I claim?
Yes, if this is your main residence.
- Can I claim for training/courses?
Yes. Certain courses can be claimed for after you have completed phase 1 training.
- I pay for food at work. Can I claim for this?
Yes. We can claim back the tax on the cost as long as you are posted to a temporary workplace. Ensure that you have proof of purchase should this be investigated by HMRC.