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Scottish Borders Local Association

 

Claiming Your Tax Rebate...

The EIS has a unique status among trade unions because of the Royal Charter. Accordingly, members are reminded that they can claim EIS subs and GTC fees against tax. Claims can go back for 6 years and, if you haven't been claiming, then it's well worth the cost of a stamp to do so. Just write and say that you understand that a claim can be made for these amounts and, er, that you'd like to do so, thanks very much!

Letters should be addressed to:

HM Inspector of Taxes
Centre 1
Queensway House
East Kilbride
G79 1AA

You should quote your NI number and the amount that you wish to claim against tax - the relevant figures are shown below and vary depending on whether you pay by Direct Debit/Credit Card or whether you use the SBC 'check-off' system. The Direct Debit (or Credit Card) figures are based on monthly payments - those who pay at intervals other than monthly will pay slightly less than this...but don't worry about it...;-)

Those who work part time pay half these rates and supply teachers pay a third. Unless you've opted not to, then everyone pays the Political Levy. Whenever the phrase 'political levy' is mentioned, we are always at pains to point out that this has nothing to do with funding any political party, but quite simply allows us to fund campaigns which might, in times of conflict, be deemed by the Courts to be of a 'political nature' - a legacy of the last Tory government which is unlikely to be repealed by the present one...;-(

The figures in the table are all annual amounts, so you should add the total that applies to you, including the LA subs and Political Levy as appropriate...
 

The Figures...
 

Year National Subs LA Subs Political Levy GTC
  Check Off DD or CC      
1993/4 68.40 66.00 6.60 1.20 10.00
1994/5 73.80 70.20 6.60 1.20 10.00
1995/6 78.00 73.80 6.60 1.20 10.00
1996/7 80.40 76.20 6.60 1.20 10.00
1997/8 82.80 78.24 6.60 1.20 10.00
1998/9 86.04 81.00 6.60 1.20 20.00
1999/2000 91.20 85.92 6.60 1.80 20.00
2000/2001 - 89.76 6.60 1.80 20.00
2001/2002 - 96.00 6.60 1.80 25.00

 
The Claim...

You should quote the amounts that you've paid over the last six or seven years in your letter. You are entitled to have two thirds of your EIS subs set against tax and you can expect to get about a quarter of this by way of a refund...
 

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