Help regarding your military tax refund
Am I eligible?
In order to be eligible for a tax reclaim on commuting to work, you must have been of the assumption that you were not going to be at that base for longer than 2 years. HMRC may need proof of this if they decide to review your claim in detail.
You can claim for the last 4 years which currently stands at April 2012 onwards.
Step by step guide how to complete your online application form
- Name - Please enter your first name and last name as it appears on your Driving Licence or Passport.
- National Insurance Number - You can find this on your National Insurance Card or on any wage slip. Please note this cannot be found on Armynet. If you are having trouble locating this please speak to your Pay Clerk, or contact the National Insurance helpline on 0300 200 3500.
- Driving Licence Number - You can find this on your Driving Licence card or paper counterpart. You could also ask your MT department to check on your FMT600. If you have lost your Driving Licence you can contact DVLA here.
- Mobile number - We need this to contact you if there is an issue with your claim or if we require further information.
- Home telephone number - This is not compulsory but will help us to contact you if we cannot reach you via your mobile.
- Email address - This is required so that we may send you important information regarding the claims process.
- Home Address - This is your main residence in the UK or overseas. Please note we will send you important documents so you need regular and reliable access to this address.
- Date moved in - This is date that you moved in to your home address.
- Have you lived at this address for less than 4 years - In order to complete your claim accurately we need to know where you have lived for the last 4 years.
- Date of joining - Please enter the first day you started in the military. This will normally be the first day of basic training.
- Date of leaving (if applicable) - If you have left the Armed Forces, please enter your discharge date here.
- Select your service - Please select your force. If you have served in more than one, please select your current service.
- Name of base (start with basic training if within last 4 years) - Please include the full name of your base here. Please remember to include basic training if this was after April 2012.
- Address of base - Please include a postcode for your base as this helps us to process your claim quickly. Remember you can include overseas addresses here.
- Date started base - This is the date your started basic training or the date you started at the base. Remember you cannot claim for anything before April 2012. If you were already in basic training or stationed at a base prior to April 2012 please input April 2012 as your start date.
- Date left base if applicable
- Did you receive GYH/HDT for this base? - In order to calculate your claim accurately and to prevent overpayment of your claim, we need to know on average how much HDT or GYH you received per month while at this base. Remember HMRC will be able to track if you received HDT or GYH via your payslips and PAYE.
- How often did you travel to this base? - This is how many times you travelled between your home address and your place of work. Usually this is once a week, fortnightly, or once a month on average. If you travelled at irregular times, please tell us in the 'Other' box.
- Approx. Mileage Home to Base - This is the accurate mileage between your home address and Base 1. Please include the amount of mileage one-way only, and we will calculate the rest. You can use AA Route Finder to calculate the accurate mileage.
- Did you expect the post to last more than 2 years? - Were you told that the base would last less than 2 years? Or were you under the assumption it was only a temporary assignment under 2 years, please select 'No'. If the base was assumed to be a permanent base and would last more than 2 years, please select 'Yes'. Forces Money Limited or HMRC may require a copy of your 'Move & Track' from your admin department to substantiate your claim.
- Do you want to add a second base? - If you would like to claim for a second base, starting with the next earliest, please include the next base you would like to claim for.
- Have you ever registered for Self Assessment from HMRC? - If you have been self employed in the past it is highly likely that you already have been registered for Self Assessment with HMRC. You can check by calling HMRC on 0300 200 3310 and ask if you have a UTR code.
- Unique Tax Reference code - If you have been registered for Self Assessment in the past you will already have a UTR code. It is very important that you tell us this number. If you can't find this code or cannot remember it, you can contact HMRC on 0300 200 3310 and request a copy. If you do not supply this code to us and you have already been issued one, your claim will be significantly delayed so it is important you locate and send this to us.
- Pension Income - If you already receive an income from your pension while serving in the Armed Forces within the last 4 years please declare 'Yes' here. If you do not HMRC will overpay your claim and will look to recoup this overpayment at a later date.
- Rental income - If you receive income from a rental property while serving in the Armed Forces within the last 4 years please declare 'Yes' here. If you do not HMRC will overpay your claim and will look to recoup this overpayment at a later date.
- Self employed - If you have been self employed while serving in the Armed Forces within the last 4 years please declare 'Yes' here. Also if you have ever been Self Employed remember you will already have a UTR code that we require.
- Do you owe HMRC any unpaid taxes? - If you owe unpaid taxes to HMRC while serving in the Armed Forces within the last 4 years please declare 'Yes' here. If you do not HMRC will overpay your claim and will look to recoup this overpayment at a later date.
- Have you received any Job Seekers Allowance or other State benefits? - If you have received any Job Seekers Allowance or other State benefits such as Child Benefit while serving in the Armed Forces within the last 4 years please declare 'Yes' here. If you do not HMRC will overpay your claim and will look to recoup this overpayment at a later date.
- Do you pay into a personal pension plan? - If you have paid in to a personal pension plan while serving in the Armed Forces within the last 4 years please declare 'Yes' here.
- Dividends or interest on savings? - If you receive interest on personal savings (excluding tax-free ISA's) while serving in the Armed Forces within the last 4 years please declare 'Yes' here.
- Other job? - If you worked in other employment while serving in the Armed Forces within the last 4 years please declare 'Yes' here.
- Do you receive any other income not listed? - If you received any other income while serving in the Armed Forces within the last 4 years please declare 'Yes' here.
- Have you received a tax refund? - If you have already made a claim for tax refund or have received any other type of refund for the years you are claiming, please declare 'Yes' here.
- Have you received any taxable benefits from your employer - If you have received any type of taxable benefit from your employer while serving in the Armed Forces within the last 4 years please declare 'Yes' here.
Questions about P60s
If you already have hard copies please take a picture with your smart phone and email them to firstname.lastname@example.org along with your customer reference number.
If you cannot find your P60's or if Defence Gateway do not have them, please call JPAC on 0141 224 3600 and request copies. When they arrive take a picture with your smart phone and email them to us at email@example.com
What is a UTR and when will I receive it?
Every claim we process requires a UTR number. This stands for Unique Tax Reference and is used by HMRC to identify you when processing tax claims.
Your UTR can only be applied for once we have your signed 64-8 document and P60s. Any delay in supplying us with these documents will delay your UTR. Once we apply for your UTR your UTR will be posted to your home address by HMRC. This will take between 3 and 8 weeks.
What information do I need to provide?
This is a HMRC form that authorises us to act on your behalf as agents. Unfortunately HMRC will only accept original copies of this form and will not accept forms completed via email.
Once completed, this form must be posted back to us at the following address:
Forces Money limited Wellfield House, Parkhouse Lane, Keynsham, Bristol BS31 2SG
How much do you charge?
We work on a success-fee basis.For successful claims we charge 25% + VAT ( of total rebate ) which is the industry average and cheaper than some of our competitors. Minimum fee of £50 + VAT applies