• 12 Self Assessment expenses you didn’t know you could claim

12 Self Assessment expenses you didn’t know you could claim

You can claim many common business costs on your Self Assessment tax return, from office supplies and travel to home-office utilities, insurance, marketing and professional fees. Each expense must be wholly for business use, with receipts or logs to prove it. HMRC also offers flat-rate allowances (for example, for homeworking or mileage) to simplify claims. Properly claiming all allowable expenses lowers your taxable profit and reduces your HMRC bill.

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Filing a Self Assessment tax return mainly involves reporting your income, but it’s also your opportunity to reduce your tax bill by claiming legitimate business expenses. These Self Assessment expenses include everyday costs ‘wholly and exclusively’ incurred for your business, such as home office utilities, software subscriptions, marketing, and travel. By deducting these tax-deductible business expenses from your turnover, you reduce your taxable profit and potentially save hundreds of pounds in unnecessary tax.

In this guide, we’ll walk you through 12 commonly overlooked Self Assessment expenses you can claim, including tips for working from home, using HMRC’s simplified expenses scheme, and keeping accurate records for peace of mind.

Eligibility: What counts as an allowable expense in the UK?

To claim an expense, it must have been incurred solely for the business and not for personal use. You should be a sole trader, partner or director required to file a Self Assessment. Keep accurate records and receipts of all costs.

Note that if you use HMRC’s £1,000 trading allowance, you cannot claim other business expenses beyond that. Expenses must be claimed in the year they were incurred (or by amending a return within 12 months of the filing deadline).

Which Self Assessment expenses can I claim?

Small businesses can claim a surprising number of common costs. Here’s a list of 12 allowable business expenses UK business owners can claim when completing their Self Assessment tax return.

Expense category  What you can claim 
Office and operational costs  Stationery, postage, phone and internet, printing, and software, subject to HMRC rules. 
Marketing and advertising  Website development, online or print advertising, mailshots, and promotional materials. 
Staff and subcontractors  Employee salaries, bonuses, employer pension contributions, National Insurance contributions, and contractor fees. 
Unpaid invoices (bad debts)  Amounts included in turnover that were never paid and have been written off as irrecoverable. 
Legal and accounting fees  Solicitor fees, accountant charges, professional advice, and professional indemnity insurance for business use. This can include an accountant for Self Assessment if you do not already have one. 
Bank and finance charges  Bank fees, overdraft charges, credit card fees, and interest on business loans or hire purchase agreements. 
Home office costs  A fair proportion of home expenses, such as heating, electricity, internet or phone, and mortgage interest or rent attributable to business use. 
Flat rate (simplified) allowances  HMRC approved flat rate expenses for vehicles, working from home, or living on business premises, where eligible, instead of claiming exact costs. 
Professional subscriptions  Trade journals and membership fees to approved professional or trade bodies relevant to your work. 
Charitable donations  Gift Aided donations to UK registered charities or Community Amateur Sports Clubs that qualify for tax relief. 
Protective clothing and uniforms  Compulsory uniforms, safety boots, overalls, or other clothing required specifically for your work. 
Record keeping requirement  All expenses must be supported by records and correctly apportioned if partly personal. Receipts or logs must be kept, although they are not required to be submitted with the tax return. 

Office and operational expenses

Office and operational expenses can add up to a high cost. Here are all the expenses you can claim.

Office supplies

You can deduct everyday business supplies. This covers phone, mobile and internet bills, postage, stationery, printer ink and cartridges, and similar items. Also include small office equipment and software used in the business. Larger equipment is usually claimed via capital allowances, but short-life items or software subscriptions can be expensed.) Keep itemised receipts for all purchases.

Marketing and advertising

Advertising costs to attract customers are allowable. For instance, newspaper or directory ads, flyers, mailshots and digital campaigns all qualify. Website costs (design, hosting, e-commerce fees) are also deductible. Note that client entertainment or gifts generally cannot be claimed. Focus on genuine promotional expenses, and record invoices or contracts for each campaign.

Staff costs

If you employ staff or contractors, their pay is an expense. You can claim employee salaries, bonuses, employer pension contributions or benefits, employer’s National Insurance and training costs. Fees paid to subcontractors or agency workers are also deductible. (Personal or domestic help is not allowed, but any staff needed for the trade can be included.) Ensure payroll records and pension payments are properly documented.

Unpaid invoices (bad debts)

Under accrual accounting (the standard basis), you can write off bad debts. If you’ve already counted an invoice in your turnover, but the customer never paid, and you are certain it won’t be recovered, you may deduct that amount from profits. This prevents you from paying tax on income you didn’t actually receive. (Beware: under the cash basis of accounting, you cannot claim bad debts because you only record income when received.) Keep clear evidence of your attempts to collect payment and the decision to write it off.

Financial and legal costs can be one of the costliest expenses for a business. Thankfully, a large amount of these can be claimed as Self Assessment expenses.

Fees for professional advice related to the business are allowable. This includes hiring an accountant, solicitor or surveyor (for business matters). Annual audit, business insurance premiums (like professional indemnity), and architect fees for designing business premises can be claimed. You cannot claim fines or penalties, or the fee for preparing your own Self Assessment return. Retain invoices for all advisory or legal services to substantiate these deductions.

Bank charges and loan interest

Banking and finance costs count as expenses. For example, you can deduct business bank account fees, overdraft charges, credit-card charges and interest on business loans or hire-purchase contracts. Alternative financing costs (e.g. Islamic finance payments) are also included. Note that repaying the principal of a loan is not deductible – only the interest and fees are. Keep bank statements and loan agreements to validate these costs.

Home-based business expenses

Working from home costs

If you work from home (even just part-time), you can claim a proportion of your household costs. HMRC allows a fair share of heating, electricity, internet, telephone, and mortgage interest or rent to be counted as business costs. For example, you might apportion bills based on the number of rooms used for business or hours worked. If you use one room solely as an office, you could claim one-quarter of your household bills. Keep a clear method for your calculations so you can justify the split.

Flat-rate simplified expenses

Instead of calculating exact costs, some taxpayers may use HMRC’s simplified expenses scheme. This allows sole traders or partnerships to claim a flat-rate deduction based on specific rules, such as a fixed amount per homeworking hour or per mile driven, without requiring detailed records. For example, you might claim a set amount for home office use or vehicle mileage instead of actual utility bills or fuel receipts. Check HMRC’s latest simplified expense rates to see if they yield a higher deduction. Using flat rates is optional but can simplify record-keeping.

Council Tax and utilities

A portion of household bills, such as Council Tax, water rates, and utilities (including gas and electricity), can be eligible for business expenses if part of your home is used for work. For instance, you might claim the proportion of Council Tax corresponding to your home office. Whether you calculate these exact proportions or use the simplified flat-rate method, ensure you only claim the business part. Keep bills and the formula you used to apportion them.

Other allowable Self Assessment expenses

Professional subscriptions

Membership fees for professional bodies or subscriptions to trade journals can be claimed, as long as the association is relevant to your business. For example, industry institute membership or a technical magazine subscription used for trade research are allowable costs. Do not claim unrelated memberships (like gym or political party fees). Only approved organisations (often listed on HMRC’s database) qualify.

Charitable donations

Donations to registered UK charities (and Community Amateur Sports Clubs) are eligible for tax relief. If you pay by Gift Aid, the charity can claim the basic rate top-up, and you can claim the donation itself on your tax return. In effect, your donation reduces your taxable income. (Higher-rate taxpayers can claim the extra relief via Self Assessment.) For instance, a £100 Gift-Aided gift reduces your taxable profit by £100. Keep Gift Aid receipts or HMRC acknowledgement of your donation.

Protective clothing and work uniforms

Specialist clothing needed for work is allowable. This includes uniforms, safety boots, hi-vis gear, overalls or anything distinctive to your trade. Keep purchase receipts and ensure they are branded or clearly protective to meet HMRC’s criteria.

How to claim Self Assessment expenses via HMRC

To claim expenses, you simply include them on your Self Assessment tax returns. Follow these five steps:

1. Keep detailed records

Maintain receipts, invoices or logs for every expense. This is your proof if HMRC ever asks.

2. Total by category

At the end of the tax year, sum each type of expense. Separate personal costs from business costs.

3. Complete the tax return

Enter the totals in the appropriate sections of the Self Assessment form. (Online filers enter expenses in the specified boxes for each category.) You do not attach receipts to the return.

4. Check accuracy

Ensure all figures are correct and consistent with your records. Mistakes can delay processing or trigger enquiries. If unsure, HMRC’s guides can help, or consider seeking professional advice.

5. Submit on time

File your return and pay any tax by 31 January (for online returns). Late filings or payments incur penalties, so make sure that you don’t make any mistakes with your Self Assessment.

By carefully recording expenses and correctly reporting them, you reduce your taxable profit. You may also adjust future tax payments accordingly. For instance, if your allowable expenses substantially reduce your income, you can reduce your payments on account when filing, avoiding overpayment.

Maximise your Self Assessment tax return

HMRC is often willing to accept many perfectly reasonable Self Assessment expenses as part of your tax return – particularly if you’re using simplified expenses. However, you must be able to prove these expenses are valid.

That means you need to keep records of all business expenses as proof of your costs. You do not need to send those records in as proof of expenses when you submit your Self Assessment tax return, and it’s unlikely someone will ask to see them. However, if HMRC chooses to investigate your accounts and requests proof of your expenses, you should always have it to hand.

Ready to take the next step in your business journey? 1st Formations helps make registering, managing, and growing your limited company easier than ever, thanks to expert guides and trusted services.

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About the author

Graeme Donnelly is the Founder and CEO of 1st Formations and BSQ Group, with more than 35 years of experience supporting entrepreneurs and small business owners. He founded his first company in the early 1990s and has since helped hundreds of thousands of entrepreneurs launch and grow businesses in the UK and internationally through company formation, compliance support and business administration.

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Comments (111)

Avatar for Nikki Nikki

June 16, 2025 at 10:47 am

Hi this is a great article. Thankyou. I am a bit confused about memebership to professional organisations – as the one Im in is a union, Ive been told I cannot include it? But I thought I could last year and included it. ( It is called BECTU ) By being a member of it I get access to training and CPD too. Other people i know said they claim it as an expense. Its not listed on the Gov. list of accepted organisations.

Also, I went on an HMRC webinar and they said you cant claim for accountant fees if they helped you submit your self assessment. He gave me lots of advice and a meeting and emails too.

All this is so confusing Im scared to claim for anything! Any advice on the above?

    Avatar for Mathew Aitken Mathew Aitken

    June 17, 2025 at 8:59 am

    Thank you for your kind comment.

    Unfortunately as we are not regulated to provide accountancy advice, we are unable to provide advice on specific scenarios. We would recommend contacting an accountant for further assistance.

    Please accept our apologies for any inconvenience caused.

    Kind regards,
    The 1st Formations Team

Avatar for David Myth David Myth

September 11, 2024 at 5:40 pm

Thanks for the article! This highlighting of self-assessment expenses helped me put my own expert financial advice UK business expenses into perspective.

    Avatar for Mathew Aitken Mathew Aitken

    September 12, 2024 at 9:47 am

    Thank you for your kind feedback!
    We are glad the article helped you gain perspective on managing business expenses for your financial advice practice. Understanding self-assessment expenses can be a key step in optimising your financial operations. If you have any further questions or need more insights, feel free to reach out!
    The 1st Formations team

Avatar for David Myth David Myth

December 12, 2023 at 12:17 pm

Thanks for the article! I never knew about these self assessment expenses could be claimed.

    Avatar for 1st Formations 1st Formations

    December 18, 2023 at 5:28 pm

    Our pleasure, David.

    Kind regards,
    The 1st Formations Team

Avatar for Dan Dan

November 21, 2023 at 6:18 pm

Can I claim for training courses I have paid for on my self assessment that relate to my self employed job?

Avatar for Worcester Worcester

September 18, 2023 at 7:27 pm

Can food and part utilities be deducted when hosting short term international students?

    Avatar for 1st Formations 1st Formations

    September 19, 2023 at 1:40 pm

    Thank you for your kind enquiry. To enable us to answer your question more fully, can you advise if you operate a business which hosts short term international students, and get paid in any way?

    We look forward to hearing from you in due course.

    Kind regards,
    The 1st Formations Team

Avatar for undite undite

March 6, 2023 at 1:30 pm

Good post however , I was wanting to know if you
could write a litte more on this topic? I’d be very
thankful if you could elaborate a little bit further. Kudos!

    Avatar for 1st Formations 1st Formations

    March 7, 2023 at 11:38 am

    Thanks for your request – we will see what we can do!

    Kind regards,
    The 1st Formations Team

Avatar for Tony Minett Tony Minett

October 25, 2022 at 8:50 pm

I’m a sole trader who made a loss in 2020 – 2021 of £462.00 is this recoverable in my 2021-2022 accounts as I’ve now returned to profit? If so where do I need to put this figure in my self assessment form (I do simplified expenses) Thank you

    Avatar for 1st Formations 1st Formations

    October 26, 2022 at 10:51 am

    Thank you for your kind enquiry, Tony.

    Can you please clarify what you mean by recoverable?

    Kind regards,
    The 1st Formations Team

      Avatar for Tony Minett Tony Minett

      October 27, 2022 at 9:37 am

      Thanks for replying to me. Can my previous year’s losses be offset against this year’s profit thus lowering the amount of tax I have to pay? Sorry if I wasn’t clear on this

        Avatar for 1st Formations 1st Formations

        October 27, 2022 at 3:07 pm

        Got it now, Tony.

        Trading losses can be carried forward to future years and used against profits. However, if you carry the losses forward they can only be used against profits of that same trade. So they can not be set off against any other kind of income like you can if using the losses in the year they arise.

        Does this clear things up for you?

        Kind regards,
        The 1st Formations Team

          Avatar for Tony Minett Tony Minett

          October 27, 2022 at 4:21 pm

          Great service and thank you very much. What section of the self assessment form does this figure need to be entered into?

          Avatar for 1st Formations 1st Formations

          October 31, 2022 at 5:24 pm

          Thanks for your follow-up message, Tony.

          Unfortunately we would not want to incorrectly advise you, as we are unsure exactly how such a thing should be recorded in your Self Assessment.

          We would recommend you seek advice from an accountant regarding this matter. We are sorry we are unable to be of more assistance.

          Kind regards,
          The 1st Formations Team

Avatar for Kat Kat

October 13, 2022 at 7:37 pm

Am I right in thinking deductibles need to add up to over £1000 to make it worth claiming for them, i.e. because if not you can instead claim for a tax free allowance on the first £1000 of self-employed earnings instead? For context I am a sole trader and have earnt more than £1000 this tax year.

Thanks in advance for your help on this.

    Avatar for 1st Formations 1st Formations

    October 14, 2022 at 3:30 pm

    Thank you for your kind enquiry, Kat.

    The tax free allowance is related to the first £1,000 of tax being tax free, meaning there is no point in attempting to apply deductibles to it, given as you cannot reduce a tax of £0.

    Therefore, the income, as opposed to the deductibles, need to add up to over £1,000 to make it worth claiming.

    We trust this information is of use to you.

    Kind regards,
    The 1st Formations Team

Avatar for Bobby YT Bobby YT

September 25, 2022 at 3:49 pm

What about investments in stock / shares? How do you allocate these costs?

    Avatar for 1st Formations 1st Formations

    September 26, 2022 at 9:18 am

    Thank you for your kind enquiry, Bobby.

    With regards to shares, you only pay tax on income from dividends from these shares, if applicable. You can find out more about tax on dividends here: https://www.gov.uk/tax-on-dividends

    Income on dividends will need to be reported in your Self Assessment tax return.

    We trust this information is of use to you.

    Kind regards,
    The 1st Formations Team

Avatar for BLAIR MCFARLANE BLAIR MCFARLANE

April 8, 2022 at 3:26 pm

as a non vat registered sole trader, do I have to subtract the VAT from goods I am going to claim back as expenditure in my tax return?

    Avatar for 1st Formations 1st Formations

    April 11, 2022 at 3:29 pm

    Thanks for the comment, however, I’m afraid that is not something that we can advise on.

    Best regards,
    The 1st Formations Team

Avatar for Karen Karen

March 6, 2022 at 9:03 pm

Hi, I run two businesses from home, can I claim the ‘simplified expenses’ flat rate for each business?

    Avatar for 1st Formations 1st Formations

    March 7, 2022 at 4:30 pm

    Thanks for the question.

    Please note that we are unable to comment on specific circumstances.

    Simplified expenses can be claimed by a business that is set up either as a sole trader or as a business partnership.

    If you operate multiple businesses then it seems reasonable that you could claim simplified expenses in both businesses. As usual, you will want to avoid the situation of accidentally claiming for the same expense twice.

    We hope that helps somewhat, but we do urge you to seek professional advice in regards to this question.

    Regards,
    The 1st Formations Team

Avatar for Lauren Millington Lauren Millington

January 26, 2022 at 8:45 pm

Hi, I am a sole trader and purchased a car for £21,500 how much can I claim as a capital allowance?

Thank you!

    Avatar for Mathew Aitken Mathew Aitken

    January 27, 2022 at 11:34 am

    Thank you for your kind enquiry, Lauren.

    To allow us to answer this question, can you please let us know what percentage of the car’s use is used for business purposes, and what percentage is used for personal purposes?

    We look forward to your response.

    Regards,
    The 1st Formations Team

Avatar for Jim Jim

January 23, 2022 at 2:27 pm

Hi I am a sole trader selling on Amazon. my turnover went over £85k in tax year 20/21 so as of 1st October 2020 I am VAT registered and have been paying HMRC VAT quarterly since then. Now I have to submit my self assessment tax return, do I take the period from start of tax year 2020 up to 01/10/20 and submit the gross turnover and then from 01/10/20 onwards declare the turnover net of VAT? or do I just submit the VAT payments I have made as an expense? If I use gross turnover figures after I was VAT registered surely I will be in line to pay income tax on money I have actually forwarded already to HMRC? also given that my business is online and I was working pretty much all hours (except sleep) during lockdown, could I justify charging 50-75% of my broadband costs as a business expense? Thank you

    Avatar for Mathew Aitken Mathew Aitken

    January 24, 2022 at 9:49 am

    Thanks for your kind enquiry, Jim.

    You should declare your income Net of VAT and the income before VAT was charged – this should cover both perods you have mentioned. This is because VAT is not your income, it is the government’s income and you are simply holding it until you submit to to them.

    With regards to your question about broadbnd, can you tell us if anyone else uses broadband in your place of residence?

    Regards,
    The 1st Formations Team

Avatar for Tiri Tiri

January 12, 2022 at 1:05 pm

As a sole trader yoga teacher renting a studio, am I able to bring forward expenses incurred last year, but not declared on last year’s tax return. I have receipts etc but did not include some of them on last year’s tax return. Is it now too late to include them on this year’s?
Many thanks.

    Avatar for 1st Formations 1st Formations

    January 13, 2022 at 6:03 am

    Thanks for your enquiry, Tiri.

    You have until 31 January 2023 to make changes to last year’s tax return (i.e. for the 2020/21 tax year). This is how you should declare these expenses you did not input last year. You should not attempt to claim them as expenses incurred in this tax year.

    For more information on how to update last year’s tax return, click this link: https://www.gov.uk/self-assessment-tax-returns/corrections

    We trust this information is of use to you.

    Regards,

    The 1st Formations Team

Avatar for Gary Gary

December 7, 2021 at 7:48 pm

Hi, I have a embroidery machine for work but it’s on finance for 18months. Will I only be able to Claim the cost of the machine when the finance is fully paid off?

Thanks

    Avatar for 1st Formations 1st Formations

    December 8, 2021 at 11:15 am

    Thank you for your kind enquiry, Gary.

    Company equipment on hire purchase is not applicable for capital allowances. It may be deemed a revenue expenditure as part of your self assessment, but you would need to consult an accountant to ask if this is the case.

    We trust this information is of use to you.

    Regards,
    The 1st Formations Team

Avatar for Mary Lou Spencer Mary Lou Spencer

October 24, 2021 at 9:12 pm

Please I need some advice for someone being self employed. My daughter’s income is less than her personal tax allowance. But she has incurred some expenses for the business would she be able to claim the expenses back from HMRC?

Thank you.

    Avatar for 1st Formations 1st Formations

    October 25, 2021 at 9:27 am

    Thank you for your kind query, Mary.

    As your daughter would not be liable for paying income tax in this scenario, there would be nothing to offset the allowable expenses against, therefore she could not claim back expenses.

    If the business is a limited company, the business may be able to claim expenses.

    We trust this information is of use to you.

    Kind regards,
    The 1st Formations Team

Avatar for radu radu

September 25, 2021 at 2:05 pm

Hi John,
Loved your youtube videos. I got a question : i work as a payed Live in Carer (through an agency) 24/7 self-employed ; i used to get the food with the client order (same Tesco order payed by client) but now i get 30£/week through bank for the food allowance , do i need to report them as an income on the self assestment and if yes … can i register them as an expence ?
Thanks,
Radu

    Avatar for 1st Formations 1st Formations

    September 27, 2021 at 9:22 am

    Thank you for your kind enquiry, Radu.

    You will need to report this allowance on your Self Assessment Tax Return, and yes, you will be able to register these payments as a deductible expense. It is possible that you may not need to pay any tax on this allowance, if your income is below the Personal Allowance threshold.

    We trust this information is of use to you. If you have any other questions, please do not hesitate to post a follow up comment.

    Regards,
    The 1st Formations Team

Avatar for Florence Dolle Florence Dolle

September 7, 2021 at 3:56 pm

Hi, your article is very helpful and clear, thank you.
do I deduct the amount of tax I paid from my earnings (like an expense) or not (as in if I paid 2000 pounds tax, do I deduct it from my final yearly earnings?)

thank you

    Avatar for 1st Formations 1st Formations

    September 8, 2021 at 9:12 am

    Thank you for your kind enquiry, Florence.

    You do not deduct tax from your yearly earnings – you submit earnings to HMRC via the Self Assessment return and then they will inform you what you need to pay in relation to tax. If you make a manual calculation of tax paid or to pay and deduct this from your earnings, you will effectively be underdeclaring the amount you have earnt and pay less tax to HMRC than you are required to pay.

    We trust this information is of use to you. Should you require further clarification, please do not hesitate to post a follow up comment.

    Regards,
    The 1st Formations Team

Avatar for Dave Dave

August 19, 2021 at 9:43 pm

Hi
I currently rent out a property and I’m having access issues with the neighbour who is blocking / restricting a shared access driveway. I need to use a solicitor to resolve this, can I claim this legal expense back on my self assessment ?
Thanks
Dave

    Avatar for Graeme Donnelly Graeme Donnelly

    August 22, 2021 at 1:26 pm

    Hi Dave

    Thank you for your question.

    Unfortunately, I am unable to comment on individual cases; however, please have a look at this article Tax Allowable Expenses for Landlords.

    In general terms, legal fees are allowable to set up the first letting and also for renewing leases. I am uncertain if this extends to legal fees re- tenant disputes. I would recommend you seek the assistance of an accountant.

    Apologies I cannot be of more help in this instance.

    Kind regards,
    Graeme

Avatar for Dave Dave

July 6, 2021 at 9:26 pm

Hi,
New person going into sole trader.
What can you claim back on a £200 week van lease that already has breakdown cover and insurance.
This will be used for business only covering about 100 miles a day.

Many Thanks

    Avatar for 1st Formations 1st Formations

    July 7, 2021 at 9:18 am

    Thank you for your kind enquiry, Dave.

    In general terms – you can claim your van lease as a capital allowance. For more information, please see this section of the GOV.UK website: https://www.gov.uk/capital-allowances

    Should you require any further assistance, please do not hesitate to leave another comment.

    Regards,
    The 1st Formations Team

Avatar for L Carter L Carter

June 28, 2021 at 9:18 pm

Hi, helpful video.
As a sole trader, is it possible to claim on my return for a personal assistant who helps with business matters only i.e. admin? They are freelance.

    Avatar for 1st Formations 1st Formations

    June 29, 2021 at 8:28 am

    Thank you for your kind enquiry.

    In general terms, you will not be able to claim for a personal assistant who helps you on your Self Assessment return – they would need to claim their own expenses back on their own Self Assessment return; however, you may be able to claim some expenses in relation to them assisting you with work – such as if you have paid for their equipment, internet connection, electricity or rent/lease.

    We trust this information is of use to you.

    Regards,
    The 1st Formations Team

Avatar for Stephen Hill Stephen Hill

June 21, 2021 at 5:32 pm

Hi, I’m a newly self employed carpenter, are tools 100% tax deductible? Also I bought a van with savings money can I claim any of that back?(£7,500) I still have it on Hire purchase and I see I can claim the interest back on it. Thanks

    Avatar for 1st Formations 1st Formations

    June 22, 2021 at 11:43 am

    Thank you for your kind enquiry, Stephen.

    Your tools and van are tax-deductible as a capital allowance, based on the scenario you have described. You can find out more information about capital allowances by visiting this webpage: https://www.gov.uk/capital-allowances

    I trust this information is of use to you.

    Regards,
    The 1st Formations Team

Avatar for Matt Matt

February 23, 2021 at 2:01 pm

Hi , I pay my tax monthly. Does that come under expenses in my accounting? Or where do you log it!

    Avatar for John Carpenter John Carpenter

    February 24, 2021 at 5:41 am

    Thank you for your kind enquiry, Matt.

    You are correct – if you pay your tax monthly, this would come under expenses in your accounting.

    I trust this information is of use to you.

    Regards,
    John

      Avatar for Catherine Catherine

      September 30, 2022 at 1:19 pm

      Hi John,

      Could you confirm if tax payments can only be claimed as an expense if paid monthly or can the standard yearly tax and 1st and 2nd payment on account be claimed and if so do you claim them in the following tax year?

      MTIA

        Avatar for 1st Formations 1st Formations

        October 3, 2022 at 10:59 am

        Thank you for your kind enquiry, Catherine.

        Claimable expenses can generally be claimed whether they are paid monthly or yearly. You will always claim them in the subsequent Self Assessment tax return.

        I hope this information is of use to you.

        Kind regards,
        The 1st Formations Team

Avatar for Martin Martin

January 21, 2021 at 7:34 pm

Hi,

If I’m completing my self assessment or this year (self employed), would the payments for the last tax year that I’m paying this year be included as an expense?

Thank you.

    Avatar for John Carpenter John Carpenter

    January 22, 2021 at 8:26 am

    Thank you for your kind enquiry, Martin.

    In general terms, you are unable to claim for expenses on your self assessment return if you have not yet paid for the item you are claiming expenses on. This is because if you do not pay it in the future you would have benefited from more tax-relief than you should have. If you intend to make payments for the last tax year in the current tax year, expenses claims for these payments should be made when you file your self assessment return for this tax year.

    I trust this information is of use to you.

    Regards,
    John

Avatar for Mr Darren J Clarke Mr Darren J Clarke

January 17, 2021 at 9:27 am

Hi,

My wife is a self employed cleaner who drives to 2-4 customer houses each day. Can you confirm the first and last journeys (from and to home) mileage cannot be claimed for, but journeys between customers can? I have also read that if they are regular customers and addresses that these shouldn’t be claimed for either….all very confusing.

    Avatar for John Carpenter John Carpenter

    January 18, 2021 at 7:52 am

    Thank you for your kind enquiry, Darren.

    You are correct that the first and last journey mileage cannot be claimed for in your scenario; however, we are not aware of any stipulation regarding regular contacts. Your wife should still be able to claim mileage allowance on visiting the customers in the middle of her day, even if they are regulars.

    I trust this information is of use to you.

    Regards,
    John

Avatar for João Maio João Maio

January 6, 2021 at 11:03 pm

Hi,

When working as a freelancer could one identify unpaid administration and comms for my own business (as a sole trader) time as an expense?

Thank you.

    Avatar for John Carpenter John Carpenter

    January 7, 2021 at 9:24 am

    Thank you for your kind enquiry, Joao.

    Unfortunately it is very unlikely that you would be able to claim unpaid administration and communications for your own business as a sole trader as an expense. This would constitute normal work towards your business. HMRC are quite strict relating to what is and is not considered an allowable expense, and we have covered a lot of them in this blog article.

    I trust this information is of use to you.

    Regards,
    John

Avatar for Simon j knights Simon j knights

August 25, 2020 at 1:53 pm

I am a courier and will be renting my van at a cost of £168 per week. What can I claim back on my tax for this?

    Avatar for John Carpenter John Carpenter

    August 26, 2020 at 8:15 am

    Thank you for your kind enquiry, Simon.

    I can confirm that hire charges (rental charges) for vehicles used for work purposes are claimable expenses. For more information, see here: https://www.gov.uk/expenses-if-youre-self-employed/travel

    I trust this information is of use to you.

    Regards,
    John

Avatar for Rachael eyre Rachael eyre

August 22, 2020 at 1:42 pm

Hi that information was really useful thanks. My husband has registered his company In his name ( he’s a lower tax earner than me) but all the household bills, mortgage, car etc are all in my name. Will he still be able to use them to offset tax?

    Avatar for John Carpenter John Carpenter

    August 24, 2020 at 8:23 am

    Thank you for your enquiry, Rachael.

    Regarding the offset of tax by household bills, this may still be possible upon presentation of a marriage certificate along with the evidence (i.e. bills in your name). This, may, however, make it more difficult for this type of claim to be accepted. We would suggest contacting HMRC on 0300 200 3310 to gauge the likelihood of a claim of this nature being successful.

    I trust this information is of use to you.

    Kind regards,
    John

Avatar for Hanee Hanee

August 18, 2020 at 2:22 pm

That’s beautiful John.
Greatly appreciate your prompt reply.

– Haneef

    Avatar for John Carpenter John Carpenter

    August 19, 2020 at 8:23 am

    No problem Haneef!

    John

Avatar for Haneef Haneef

August 17, 2020 at 8:45 pm

Hi,

I am so glad and relived that I found this website which is easy to read, undertand and remember all the information from. Kudos for simplifying this, especially the way mileage calculation has been shown with example. I have saved in my favourites to come back and read other extremely useful links.

I just have one little doubt (about section 3 Mileage Cost) please (where you have quoted things right from Vehicle insurance to the last bullet point –> Meals on overnight business trips). My quick question is, for claiming these as expenses, does the vehicle has to be a Company car or is it applicable for personal car as well please?

Many many thanks.

    Avatar for John Carpenter John Carpenter

    August 18, 2020 at 8:35 am

    Thank you for your kind enquiry, Haneef.

    If you use a personal vehicle for work, you may be able to claim tax relief on the mileage. This covers the cost of owning and running your vehicle. However, you will not be able to claim separately for fuel, electricity, road tax, MOT and repairs.

    For more information, please see this webpage: https://www.gov.uk/tax-relief-for-employees/vehicles-you-use-for-work

    I trust this information is of assistance to you.

    Kind regards,
    John

Avatar for Maxine Maxine

July 29, 2020 at 8:49 am

I’m self employed soft tissue therapist at the end of each day I laundry all the towels (wash and dry) I have used for each client – I assume I can claim these expenses but at what rate? Many thanks

    Avatar for John Carpenter John Carpenter

    July 30, 2020 at 8:30 am

    Thank you for your kind enquiry, Maxine.

    The towels you are using constitute equipment required to carry out your job. If you spend your own money on this equipment, you should be able to claim expenses. Regarding the rate at which you can claim, you will need to lodge a claim with HMRC who will inform you of the rate, as your profession is not listed in the flat rate tax scheme. This does not mean you cannot claim, it just means that it would have to be assessed by an assessor before a judgement is made.

    I trust this information is of use to you.

    Kind regards,
    John

Avatar for Lynda Lynda

July 17, 2020 at 11:09 am

Hi if using simplified accounts can I still claim the van rental charge separate self employed thanks

    Avatar for John Carpenter John Carpenter

    July 20, 2020 at 8:41 am

    Thank you for your kind enquiry, Lynda.

    If your van was hired for a business journey only, you can claim the van rental cost as a separate expense to your simplified accounts, as your simplified accounts only cover mileage costs of your vehicle.

    I hope this information is of use to you.

    Regards,
    John

Avatar for Nicola Nicola

July 7, 2020 at 6:26 am

Hello,

I filed a self assessment and claimed expenses and I marked the box to pay my self employment tax though my PAYE, this didn’t happen and I now have to pay the tax back in instalments and I lost my claim for expenses due to owing tax, is this correct?

    Avatar for John Carpenter John Carpenter

    July 7, 2020 at 8:05 am

    Thank you for your kind enquiry, Nicola.

    HMRC have the right to withhold expenses if they believe you owe them a significant amount in income tax. It would appear from the scenario you described that this is the case. We would suggest you contact HMRC directly to confirm the reason why they have rejected your claim for expenses, as they may have rejected it for another reason – for example, lack of supporting evidence.

    I hope this information is of use to you.

    Kind regards,
    John

Avatar for Samantha Fowler Samantha Fowler

June 10, 2020 at 2:11 pm

Hi, this was really informative, thanks so much!
Just wanted to ask if you knew if the £208 no-quibble deduction is still valid? I can’t seem to find that information anywhere else, all I’ve managed to find is HMRC’s standard flat rates:

Hours of business use per month:
Less than 25 – £0
25 to 50 – £10
51 to 100 – £18
101 and more – £26

As I’m probably only in the 25-50hours per week catagory, can I use the £208 rule or would I have to make it £120? (12 x £10 per month)

Thanks so much I’m advance for any help your able to offer!

    Avatar for John Carpenter John Carpenter

    June 10, 2020 at 7:29 pm

    Dear Samantha,

    Thank you for your message. The amount you can claim is based on whether you are self employed or an employee working from home. Based on business hours or 25 to 50 hours per week, self employed workers are eligible to claim simplified expenses of £26 a month (£312 a year). You can find more information about simplified expenses at the following link: https://www.gov.uk/simpler-income-tax-simplified-expenses/working-from-home.

    If you are employed and working from home, you can claim up to a maximum of £6 a week (also £312 a year) to cover the additional costs of home working.

    I trust this information is of use to you.

    Kind regards,
    John

Avatar for Hello Hello

April 30, 2020 at 8:47 pm

I can’t find a section to tick the box to input my lunch expenses. I am a self-employed, sub-contractor. Also when I enter my transport and work clothes expenses my tax back remains the same amount. Even though I’ve only worked 2 months of the financial year.

    Avatar for John Carpenter John Carpenter

    May 1, 2020 at 9:06 am

    Thank you for your kind enquiry.

    We would recommend you contact HMRC on 0300 200 3310 to assist you, or use their webchat facility if lines are busy. We are aware that HMRC are currently taking longer to answer phone calls at present due to reduced staffing levels as a result of government restrictions relating to the Coronavirus. See here for more information on how to contact HMRC directly: https://www.gov.uk/government/organisations/hm-revenue-customs/contact/self-assessment

    I hope this information is of use to you.

    Kind regards,
    John

Avatar for Claire Claire

April 18, 2020 at 2:05 pm

Hi can you claim the cost of the monthly instalments on a van if you use it for work and it’s on finance
Thanks
Claire

    Avatar for John Carpenter John Carpenter

    April 20, 2020 at 9:38 am

    Hi Claire, thank you for your kind question.

    You cannot claim the cost of the monthly instalments on a van, as this is part of the purchase cost. You can claim for mileage, vehicle expenses, repairs and servicing, fuel, parking, vehicle licence fees and breakdown cover.

    I trust this information is of use to you.

    Kind regards,
    John

Avatar for Dom john Dom john

April 17, 2020 at 5:17 pm

It’s my first two months in buisness, and then the tax year refreshed and then the pandemic arose.

Net income was £1600
Expenses £1300
Profit £300 as a round up.

No tax to pay. I’ve added my allowable expenses in, I’m confused as wether any of that gets refunded or just get knocked of the tax bill? See people claiming back on Self assessment forms but theres no info, as I say it’s my first time running a buisness and theres no real info out there. Any help would be great

    Avatar for John Carpenter John Carpenter

    April 20, 2020 at 9:44 am

    Thank you for your enquiry.

    Once you have submitted your Self Assessment tax return and included any allowable expense requests, if and when HMRC accepts these requests, you will either be paid a tax refund direct into your nominated bank account (if you have provided this to HMRC), or a cheque will be sent to your address from HMRC for the amount of the reimbursement.

    I trust this information is of use to you.

    Kind regards,
    John

Avatar for Lucy Lucy

April 15, 2020 at 6:37 pm

Hi regarding the uniform can I buy branded polos and trousers and wear solely when in the office will that count towards the infirm

    Avatar for John Carpenter John Carpenter

    April 16, 2020 at 8:18 am

    Thank you for your kind enquiry, Lucy.

    If the branded polos and trousers have a brand relevant to your business, you will be able to claim these towards your expenses as it would constitute a uniform. Should you buy branded clothing not relevant to your business, HMRC may reject your claim.

    I trust this information is of use to you.

    Kind regards,
    John

Avatar for Ellen Hughes Ellen Hughes

April 7, 2020 at 4:43 pm

I have being paying finance on a van for 3 years it is coming to an end this month.
Can I claim this on my tax return?
Never claim for the van before.

    Avatar for John Carpenter John Carpenter

    April 8, 2020 at 8:41 am

    Thank you for your kind question, Ellen.

    As you will fully own the van at the end of this month, you should be able to claim this as a capital allowance. A van which transports goods would qualify as an annual investment allowance, and therefore you may be able to deduct the full value of the vehicle from your profits before tax.

    For more information, see here: https://www.gov.uk/capital-allowances/annual-investment-allowance

    If you require more detailed advice on your particular circumstances, we would advise you seek professional tax advice from a qualified individual.

    I hope this is of help to you.

    Kind regards,
    John

Avatar for Lorna Wilson Lorna Wilson

April 3, 2020 at 9:53 pm

Hi. When working out room allowance for utilities etc, do you count bathrooms in your home as a room to work out how many rooms are in the house ?
Also with fuel can you work it out as a percentage ? I was told a couple of years ago you can. I work mine out as 70% because that’s roughly how much I use my car for work.

    Avatar for John Carpenter John Carpenter

    April 6, 2020 at 8:44 am

    Thank you for your question, Lorna.

    If your water use in your bathroom is only minor and not directly related to your core business (i.e. your core business does not use a lot of water), you cannot claim this as an allowable expense for the purposes of utilities.

    In answer to your question, you may be able to apply a % of the total mileage of the vehicle regarding how much of the total is used for business use; however, HMRC may ask for more information as this method is less exact. It is recommended that you keep a mileage log of all business travel and non-business travel, as HMRC may ask for this information after you submit your claim.

    Should you require further assistance with this matter, we recommend you seek professional accountancy advice.

    I trust this information is useful to you.

    Kind regards,
    John

      Avatar for Robert Lee Robert Lee

      February 7, 2021 at 2:45 pm

      Hi team.
      I am a little confused as to what you are saying in section 3.
      I am retired with an income from my property portfolio. So l do a self assessment tax return.
      I have my own personal vehicle that l use to travel to my properties.
      I claim mileage claim at the end of the financial year. It’s claimed at £0.45 pence per mile.
      . you say in section 3 that there are additional items l can claim such as .
      Insurance mot road fund tax etc etc. I thought that the £0.45 pence per mile covered all of this.
      Could I have your response please.
      Regards.
      Robert

        Avatar for John Carpenter John Carpenter

        February 8, 2021 at 11:24 am

        Thank you for your kind enquiry, Robert.

        When you make your claim at £0.45 pence per mile, what you are doing is claiming flat rate expenses via simplified. Therefore, insurance, MOT, Road Tax etc are built into these simplified expenses. However, you can also make a claim which itemises all these items separately, and therefore allows you to claim insurance, MOT, Road tax etc separately, as opposed to on a mileage basis. This may lead to a larger expenses allowance, but will require more administration on your part.

        You can find more information about this topic here: https://www.gov.uk/expenses-if-youre-self-employed/travel

        I trust this information is of use to you.

        Regards,
        John

Avatar for Marty Marty

February 11, 2020 at 7:13 am

Hoping you can help me a little with a query. I work (sole trader) as a podcaster and do a football podcast – naturally that incurs expenses of match tickets. I realise travel expenses would be allowable, but food/drink would not; but would the cost of the actual match ticket? It’s quite central to being able to do the podcast itself, which does bring in money through sponsorship and other means.

    Avatar for John Carpenter John Carpenter

    February 11, 2020 at 9:01 am

    Thank you for your kind question, Marty.

    Unfortunately, we cannot advise whether you would be able to claim the match tickets as a business expense. Please note that match tickets used for business entertainment purposes (e.g. entertaining clients) are not tax deductible, and this may be hard for HMRC to differentiate from your scenario on your Self Assessment form.

    We would recommend you contact HMRC directly on 0300 200 3310 for more advice, or seek professional advice from an accountant.

    Kind regards,
    John

Avatar for Kat Kat

January 28, 2020 at 4:36 pm

Hi,

Can I claiming accomodation and travel costs? I mean plane tickets?

Thanks
Kat

    Avatar for 1st Formations 1st Formations

    January 29, 2020 at 9:00 am

    Thank you for your kind question, Kat.

    The simple answer to your question is yes, you can claim expenses for accommodation and travel costs (e.g. plane tickets) regardless of whether this accommodation is within or outside of the UK. However, you must ensure that personal spending for any trip is kept entirely separate and does not appear on the same receipts/invoices as the business expenses you are claiming for, as this can lead to significant problems with HMRC and they may refuse your claim.

    For example, if you were mixing business with pleasure and travelling with a companion who was not related to your business, you must ensure your receipts do not include purchases made for this companion.

    I trust the above is of use to you. If you require additional help, we recommend you seek professional advice from an accountant.

    Kind regards,
    John Carpenter

Avatar for Sunny Sunny

January 27, 2020 at 9:28 pm

Hi, I have a question regarding online tax return and claiming capital allowance and milage, wanted to check that can you still claim separately capital allowance and milage or it goes into expenses which is automatically deducted after submitting the actual profit.

    Avatar for 1st Formations 1st Formations

    January 28, 2020 at 3:14 pm

    Many thanks for your question, Sunny.

    In answer to your question, there are separate sections in a Self Assessment tax return to claim for mileage allowances and capital allowances. Therefore, you can claim capital and mileage allowances separately.

    I hope this answer has been of help.

    Kind regards,
    John Carpenter

Avatar for Sean Sean

January 20, 2020 at 10:59 pm

Hello,
you say bank, overdraft and credit card charges are allowable expenses. Does this include credit card interest?
Many thanks

    Avatar for 1st Formations 1st Formations

    January 21, 2020 at 9:01 am

    Thank you for your question, Sean.

    Yes, credit card interest counts as a credit card charge and is an allowable expense, as long as the interest are exclusively associated with the running of your business.

    I hope this is of help to you.

    Kind regards,

    John Carpenter

      Avatar for Sean Sean

      January 21, 2020 at 4:24 pm

      thats a great help. many thanks

        Avatar for 1st Formations 1st Formations

        January 22, 2020 at 8:43 am

        No problem Sean, we’re glad you found us helpful.

        Kind regards,
        John Carpenter

Avatar for Miss Seonaid Dobie Miss Seonaid Dobie

December 31, 2019 at 12:47 pm

I have to pay a registration fee with my local council to let my property…can I claim this as an expense?

    Avatar for 1st Formations 1st Formations

    January 2, 2020 at 11:04 am

    Hi Seonaid

    Thank you for your comment.

    Unfortunately we are unable to provide advice on taxation and so we cannot comment on specific cases. We would be happy to refer you to our accountancy partners Haines Watts for tax advice. Please let me know: john@1stformations.co.uk.

    Kind regards,
    John

Avatar for Gaz Parkinson Gaz Parkinson

December 30, 2019 at 2:30 pm

Is point 12 the £104 deduction or the £208 deduction?

I was under the impression that the no-quibble allowance is £2 per week, which is £104 per year – but you have this as £4 which is £208.

Which allowance is it?

Avatar for Denis Almeida Denis Almeida

December 16, 2019 at 9:37 am

Hi there,

Many thanks for your article, it clarified a lot of things I was in doubt with.
I have a question regarding Mortgage and Council Tax. I heard that if one lives and works from home and it’s his/her first home, those expenses are not possible to be claimed. Is that correct?
Are there any rules when working from home and claiming expenses on Mortgage/Rent and Council Tax?

Many thanks!

    Avatar for 1st Formations 1st Formations

    December 16, 2019 at 6:03 pm

    Hi Denis

    Thank you for your comment.

    We are now getting into an area which is outside of our expertise as we most certainly cannot provide tax advice to individuals; however, in general terms we understand mortgage interest and council tax is an allowable expense.
    Having said that, dependent on how much you use your home for business, you may have to pay business rates rather than council tax, which underlines the fact that tax is a complex matter.

    We would be happy to refer you to our accountancy partners Haines Watts for tax advice. Please let me know: john@1stformations.co.uk.

    Kind regards,
    John

Avatar for Marius Holden Marius Holden

December 15, 2019 at 5:35 pm

Dear Mr Carpenter, many thanks for your useful website. I have a business that I run with the help of an assistant. Where should i put the expenses related to the assistant in the self assessment form? Just in the claimable expenses. Any useful detail?
Regards, Marius Holden

    Avatar for 1st Formations 1st Formations

    December 16, 2019 at 5:41 pm

    Hi Marius

    Thank you for your comment.

    Unfortunately we cannot provide advice with regards how you should complete a tax return as this is outside of our expertise; however, I would be happy to refer you to our accountancy partners Haines Watts for tax advice. Please let me know: john@1stformations.co.uk.

    Kind regards,
    John

Avatar for Derek Derek

December 15, 2019 at 5:12 pm

Hi
As a self employed person, I pay into my pension through a SIPP and incur admin costs charged by the provider.

When I do my tax return can I get claim relief against tax for these expenses ?

    Avatar for 1st Formations 1st Formations

    December 16, 2019 at 5:42 pm

    Hi Derek

    Thank you for your comment.

    Unfortunately we cannot provide advice with regards how you should complete a tax return as this is outside of our expertise; however, I would be happy to refer you to our accountancy partners Haines Watts for tax advice. Please let me know: john@1stformations.co.uk.

    Kind regards,
    John

Avatar for Colin Colin

December 14, 2019 at 7:04 am

I work abroad as a chef but invoice a uk company, I am UK resident, I’m away in different countries for short periods of time.
They pay my accommodation costs. Am I able to claim for food and subsistence whilst away? Can I claim a flat rate or do I need to keep receipts?

    Avatar for 1st Formations 1st Formations

    December 16, 2019 at 5:50 pm

    Hi Colin

    Thank you for your comment.

    Unfortunately we cannot provide advice with regards how individuals make expense claims, as this is deemed to be providing accountancy / tax advice which is outside of our expertise; however, I would be happy to refer you to our accountancy partners Haines Watts for tax advice. Please let me know: john@1stformations.co.uk.

    Kind regards,
    John

Avatar for Marius Danoiu Marius Danoiu

December 13, 2019 at 2:55 am

Hi there… I am a bit confused… If I claim mileage on my van, I can still claim the diesel? Or has to be one of the two and choose the best option?
Many thanks

    Avatar for 1st Formations 1st Formations

    December 13, 2019 at 11:52 am

    Hi Marius

    Thank you for your comment.

    A mileage allowance claim is only relevant to a personal vehicle, and is not applicable to a company vehicle. So if your van is a company vehicle, you cannot claim a mileage allowance; however, you can claim for fuel or electricity used for business mileage.

    If your van is not owned by your business, i.e. it is a personal vehicle, you can claim a mileage allowance for business mileage, and this claim includes for the use of fuel, repairs, MOT, road tax, and electricity.

    I trust this is of assistance.

    Kind regards,
    Graeme