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Golden Rules for Making Expense Claims

You should keep in mind the following Golden Rules when claiming expenses:-

• All expense claims must be for expense that you have incurred wholly and exclusively in performing your business duties.
• You cannot claim for any expenses incurred before you started to use our service.
• Duality rules – Any item which has a dual purpose can not be claimed. For example clothing purchased for work has the dual purpose in that you must wear clothing anyway – therefore cannot be claimed as tax relief.
• Travel to work and subsistence expenses cannot be claimed when you have worked, or when you know you will work, more than 2 years at any one location. This also includes time with a previous employer
• We will not verify and use your claim until we have received all the necessary documentation that is associated with that claim (i.e. expense claim form and receipts for expense items that require receipts).
• Where receipts are required we must have the original receipts and not a photocopy. The expense will not be allowed if you cannot produce an original receipt.
• Once we issue P60's (towards the end of May) we then don't allow any expense re-claims from a previous financial year.
• In the event of a contract termination, the greatest possible amount of the expenses will be used against the concluding payment, but may be restricted due to National Minimum Wage legislation. Any remaining totals of an approved claim will be lost upon contract termination.

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