<p>How to Claim Tax for Professional Subscriptions and Exams</p><p>The tax system is complex and ever changing. At the time of writing we believe the following process to be correct. However, please do always contact HM Revenue & Customs (HMRC) if you have any queries. </p><p>How long do I have to claim?</p><p>You can claim tax back on professional subscriptions within 4 years of the end of the tax year that you spent the money.</p><p>How do I claim?</p><p>There are several ways:</p><p>AAGBI has a form which you can Download</p><p>If you already fill in a Self-Assessment tax return then claims should be made on this.</p><p>You can use a P87 to claim tax relief (current tax year)/rebate (previous tax years) for professional subscriptions less than £2500. A P87 can be filled in online or filled in and sent in the post. </p><p>If your claim is more than £2500 you will need to fill in a Self-Assessment tax return.</p><p>Is my professional organisation approved by HMRC?</p><p>HMRC hold a list of approved professional organisations with tax-deductible fees. The AAGBI is on the list.</p><p>How will I be reimbursed?</p><p>This depends on how much you are owed. HMRC will make adjustments to your tax code for the current year if your claim is less than £2500 for the tax year. If your claim is more than £2500 for the tax year tax code adjustments will be made for the current and next tax years. You will also need to fill in a tax return. </p><p>How can I contact HMRC? Contact information for HMRC can be found here.</p><p>How do I claim tax for my FRCA exam fees?</p><p>Guidance from the Royal College of Anaesthetists (RCoA) can be found here. </p><p>The RCoA have created a template letter for exams which can be sent to HMRC. </p><p>References</p><p>All references used to produce this guidance have been hyperlinked throughout. </p><p>Satinder Dalay, ST6 Anaesthetics GAT Committee Elected Member</p>
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