Expenses

Getting back what you’ve paid out is important. But keeping within the law is equally important.

How We Simplify the Process

The repayment of legitimate business expenses is generally subject to the deduction of tax and NI. The normal procedure is to add your expenses on to your Gross Pay and deduct both tax and NI in calculating your net pay. Your employer will complete a P11D form at the end of the tax year which you use to calculate the ‘overpaid’ tax and NI and submit with your end of year self assessment tax return to claim back the overpayment. It can take up to 21 months to get your money back from HMRC, and the procedure involves a lot of paperwork and patience.

OrangeGenie has negotiated a special Dispensation Agreement with HMRC allowing us to reimburse certain of your business expenses without deduction of tax or NI immediately. Our dispensation agreement relies on you claiming only for necessary and reasonable expenses directly related to the performance of your duties and HMRC expect us to apply these arrangements strictly; we are subject to regular audits.

What Can I Claim?

Known as Schedule E Expenses, these are the expenses you incur whilst performing your business duties and can be paid to you without deduction of tax and NI. That said here are some things you can claim as legitimate expenses:

You can claim the following business expenses:

        * Daily Subsistence (food & drink)
        * Use of Home as Office
        * Travel Costs
        * Mileage Allowances
        * Temporary Accommodation Costs
        * Personal Incidental Expenses
        * Business Telephones Calls
        * Sundry Costs (including Postage)
        * Business Entertaining
        * Eyesight Test
        * Professional Subscriptions
        * Professional Indemnity Insurance


There may be some expenses that you regard as legitimate but fall outside our dispensation agreement in those circumstances you should retain the original receipt and make a claim for tax relief on your annual Self Assessment tax return.

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