HMRC tax refund forms

The basic form you use to claim back the tax you're owed for your work expenses is called a P87. This is where RIFT will tell HMRC about all the work travel and other essential costs you're paying out to do your job. These expenses are the core of your tax refund claim, which is why RIFT takes such great care with them.

This is the document that gives RIFT permission to talk to HMRC on your behalf. It's a lot less scary than it sounds, and means you never have to go toe-to-toe with the taxman yourself. You can take that permission away at any time, keeping you in control every step of the way.

When you're claiming for more than £2,500 of work expenses in a single tax year, HMRC says you need to file a Self Assessment tax return to claim your refund. It's the same form self-employed people use to pay their tax. RIFT handles your SA1 paperwork for you automatically when we prepare your tax refund claim, meaning no stress or hassle for you!

When you're paid through CIS, a 20% chunk of your cash is hacked off by your contractor and sent straight to HMRC. This leaves a lot of construction workers losing out to the taxman. When RIFT works our your tax refund claim, we make sure you get back any tax you've overpaid through CIS.

Read our guide to CIS and Self-Assessment

When you work in construction, many of your day-to-day expenses count toward the tax refund you're owed. Anything from upkeep and replacement of specialised clothing or tools through to your morning cuppa at the on-site cafeteria can earn you some tax back, and RIFT will sort your paperwork out to make sure you get it.

Travel to and from temporary workplaces (where you work for under 24 straight months) are the core of most tax refund claims. That's why it's so important to keep track of the mileage you're doing for work. RIFT will work out all the tricky details for you when we prepare your claim, and can even calculate your mileage to sites that no longer exist!

A P11D form is a document used by an employer to list any expenses or benefits given to directors or employees. It is submitted to HMRC yearly and includes items or services such as private healthcare, company cars or season ticket loans. The P11D form is designed to inform HMRC of any taxable benefits that must be included in your self assessment tax return. There may also be National Insurance contributions to me paid on them by your employer.

More on P11D forms