A P87 form is the document for an Umbrella Employee to use to claim tax relief for expenses of employment.
You can use a form P87 to make a claim for tax relief in certain circumstances:
- You are not needing to submit an annual Self-Assessment tax return;
- You are an employee and you have spent your own money on allowable expenses (which are not reimbursed by your employer); and
- Your allowable employment expenses are less than £2,500 for the tax year.
A separate P87 is needed for each role you’re claiming a tax refund for.