What information do I need to claim a Military tax refund?

To claim your Armed Forces tax refund, HMRC needs evidence of where you worked, what you spent and whether you were already paid anything towards those costs.

What we need from you

At RIFT we pride ourselves on making even the most complicated tax refund claims, simple and stress-free for you. Our specialist teams are experts in Armed Forces money and travel, and take care of everything.

Here is everything you will need to provide us in order to make your claim:

A list of bases you've attended. Copies of assignment orders are a big help here. You can grab them from JPA if you’re quick, but remember they’re deleted after 60 days. If you’ve spent time and cash on attending courses, remember to include records of these for your claim.
Your monthly payslips. If you can’t lay your hands on all of these, you can download copies from the JPAC website.
Supporting documents. We’re talking about any other evidence you have of the cash you’re shelling out to do your job. Receipts for Mess Dress, MOT certificates, P60s and P45s are all great things to show HMRC – but don’t stress out if you don’t have everything at your fingertips. RIFT can still make your claim without a lot of this paperwork, and can even track down missing details to fill in the blanks.
Proof of ID. Like a passport or driving licence
Proof of address. Like a utility bill
Other information. With the basics sorted, we’ll ask you a couple of simple questions about your money situation. HMRC will want to know about any other cash you’ve got coming in, for example, or whether you’re paying off a Student Loan or have a private pension. There are specific rules about your accommodation that affect the military refund you’re owed, so talk us through your living arrangements, too.

Get your refund

Sign your 64-8 form

A 64-8 form is a legal document that appoints someone else to deal with HMRC on your behalf. This person then becomes your "agent", and can handle things like tax rebates and self assessment tax returns for you.

In other words, 64-8 is the piece of paper that lets RIFT take on the stress and hassle of tackling the taxman for you. It's the key to getting your tax rebate paid out, so get it filled in as soon as possible.

Why you need to sign a 64-8 form

Simple question, simple answer. Without form 64-8, the taxman won't even talk to us about you. If we can't get HMRC to treat us as your agent, you'll be on your own when it comes to scoring your tax refund or talking to them about any problems, enquiries or changes to your tax code.

A stronger refund starts with stronger evidence

HMRC requires evidence to support the expenses included in your tax refund claim.

Secure Open Banking is the quickest, simplest and most reliable way for RIFT to identify and verify eligible expenses without you needing to manually upload large amounts of paperwork.

What is Open Banking?

Why do I need to connect my bank?

Connecting your bank helps us:

identify eligible expenses more accurately
reduce delays and follow-up requests
support stronger evidence behind your refund
keep your refund moving smoothly

How Open Banking works

Meet the RIFT Refunds team

At the heart of RIFT is a friendly, close-knit team. Each team member is here not only because they're incredibly talented - but because they love what they do and believe in helping our customers.

They're trained specifically in UK tax legislation and are ATT and FCCA qualified so you're in safe hands. Each of our customers are assigned a personal tax assistant too. Over the last 25 years, we have found that this continuity reduces duplication and improves accuracy.

Meet the Team