New P87 form for claiming tax-relief on work-related expenses.

29 March 2022

HM Revenue and Customs (HMRC) has released a new form for P87 claims which will enable them to standardise and streamline the claims process. 

The form allows for multiple tax years and multiple employments to be included in a single claim. It will allow HMRC to achieve more automation, creating greater efficiency and allowing claimants to receive renumeration more quickly. 

The form can be used already but will be mandatory from 7 May 2022. Any claims made on after this date will be rejected unless the new form is used. The only exception is that people who have made expenses in previous years can claim by phone, if the expenses are less than £1000 or less than £2,500 for professional fees and subscriptions.

The form will also include information about a nomination which will allow HMRC to process repayments to nominated payees faster and with less manual intervention.

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