What information do I need to claim an offshore tax refund?

To claim an offshore tax refund, we need to understand where you worked, how you travelled and what costs you paid yourself.

The more information you can provide, the easier it is to build a strong claim. But don’t worry if you’re missing some paperwork — we’ll help you work out what’s needed.

What we need from you

Tax deductions for offshore workers aren't well understood and a lot of people are missing out. RIFT's specialist offshore tax refund teams are dedicated to putting that cash back in offshore workers' pockets. Remember, this isn't about find some magical 'offshore workers tax loophole''. This is your money the taxman's holding onto. Offshore tax relief is your legal right, and RIFT will make sure you get back what's yours.

Here is the basic information we need to start working on your offshore worker tax rebate claim:

List of rigs you've been based at - as well as the dates you were there for. If you have been working on offshore installations you can ask for a copy of your rig history from your personnel on board card. The most common provider is vantage.
ID documents - A copy of photo ID (like a passport) and proof of address (like a driving licence).
Open banking
Other information – We only need your monthly payslips if you get contributions from your employer towards your travel costs. If you don't get anything from your employer, we don't need your wage slips. Any copies of expenses (like hotel and travel receipts), MOT certificates to back up any mileage expenses, P45s and P60s can also help us with your offshore tax refund claim.

You will also be required to set up a Personal Tax Account. It's free and you'll be able to see everything to do with tax, including all information from employers, banks, building societies and other government departments all in one place.

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 do you need it?

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?

Speed up your refund with RIFT open banking

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