Example letter for (re)claiming income tax on BPS subscriptions
[Your address] [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.

Yours sincerely,