Example letter for (re)claiming income tax on BPS subscriptions
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[Your phone number]
[Your email address]
[Put the address of your Inland Revenue office here]
[You can get it from your employer's Payroll department]
Dear Sir or Madam,
CLAIM FOR INCOME TAX REFUND ON PROFESSIONAL SUBSCRIPTION
NI No: [in format AB 12 34 56 C]
Tax ref: [your tax reference, e.g. from PAYE Coding Notice, in format 123/A3456]
Employer: [your employer]
Employee’s ref: [your payroll number from your payslip]
I belong to a professional association called the British Psychological Society (BPS), the
subscription for which has been approved for Income Tax relief.
I have been advised by our Payroll Department that as I do not complete a self-assessment tax
form, but would like to claim this tax back, that I should write to you direct.
The annual fee that I have paid in [month] of each year since [year] is:
2003 - £70.00 (Ordinary Member rate)
2002 - £70.00 (Ordinary Member rate)
2001 - £35.00 (reduced Graduate Membership rate)
My BPS membership number is [your number].
I would appreciate your assistance in this. If you need any further information, please get in
touch at the above address.