Claiming back your tax allowance as a permie (and Umbrella user)

[cojak]

Roll up, roll up Ladies and Gents!

As there may well be more of us forced into this route, let us not be too down-hearted, let us look closely into what we can and can't claim in our SAs.

As NLUK mentioned in a post far, far away, most permies hate the thought for filling out an SA for fear of the hassle and getting it wrong - this is not the view of contractors!

So, dig in and discover what you can and can't claim, and do your bit to drag as much legitimate cash from HMRC as you can.

Expenses which are not reimbursed << TaxAid

EIM31630 - Employment Income Manual - HMRC internal manual - GOV.UK

And remember - Every little helps!

[lucyclarityumbrella]

Might be worth mentioning that if the contractor is working via a brolly, and deemed inside IR35 that no expenses are allowable at any point - no matter what you are told, even via self-assessment.

Quote from our contact at HMRC when we questioned this with the Public Sector; "I think it most likely that someone would be subject to SDC if they are deemed to be within IR35 or the new Chapter 10 for off-payrolling in the public sector. I suppose that it is possible that this is not the case, but unlikely."

If a contractor working via a brolly can get a non SDC verdict direct from HMRC, then the expenses incurred whilst under the employment with the brolly would fall under the original dispensation rules, which are not quite so fruitful as those via Ltd.