LIMITED COMPANY EXPENSES CLAIM FORM

Please retain a blank copy of this document for your future use

NAME:…………………………………….. BROOKSON UNIQUE ID ……………………………….

LIMITED COMPANY NAME :………………………………. START DATE AT THIS WORKSITE:…. ………………..........

WORKSITE ADDRESS: ………………………………………………………………………………………………………………..

PLEASE SUPPLY CONTACT TELEPHONE NUMBER OR EMAIL ADDRESS IN CASE OF QUERIES RAISED
MOBILE NUMBER:……………………….. WORKSITE NUMBER:………………………………
EMAIL ADDRESS:……………………………………..………

NOTES
PLEASE READ LIMITED COMPANY TAX DEDUCTIBLE EXPENSES – BROOKSON GUIDELINES FOR FULL DETAILS.
• Expenses associated with, travelling to a worksite, may be allowable for up to 24 months at one site provided you do not expect
to be at that site for more than 24 months. Please confirm your start date at the worksite so we can calculate appropriately.
• Travel expenses to your main site are only able to be claimed in certain circumstances, please read the guidelines.
• Please separate your expenses in relation to Main Site, Off Site and Other Business expenses in accordance with Brookson advice.
• Unsigned forms cannot be accepted for security reasons.
• Please STAPLE any ORIGINAL receipts to this document to support your expense claim.
• Please number your receipts to reference the entries you make.
• If the receipt includes VAT, the VAT amount is the total divided by 6.71. The net amount is the total minus the
VAT amount. If the receipt does not have a VAT number then VAT cannot be reclaimed.
• Please do not claim for more than four weeks on each form.
• PAID FROM BUSINESS BANK ACCOUNT – if this is left blank we will assume that this has been paid from your personal bank
account.

Use Of Private Car

MAKE MODEL C.C MILEOMETER READING REG NO

DATE MILEAGE TO MAIN WORKSITE NO. OF MILES

TOTAL MILEAGE TO MAIN WORKSITE CLAIMED

DATE OTHER BUSINESS MILEAGE CLAIMED NO. OF MILES

TOTAL OTHER MILEAGE CLAIMED

WHERE OTHER EXPENSES ARE TO BE CLAIMED PLEASE TICK THIS BOX AND COMPLETE OVERLEAF

DECLARATION
I declare that the expenses were incurred wholly, necessarily and exclusively in the execution of my duties as
a Director.
I have read and understand the Limited Company Tax Deductible Expenses - Brookson Guidelines

Signed Date
DOCUMENT WITH AN ORIGINAL SIGNATURE MUST BE SENT TO BROOKSON

FOR BROOKSON USE ONLY CHECKED BY [Expense administrator] DATE INPUT

Less than 24 months at this site – Yes / No

Brookson Ltd, Brunel House, 340 Firecrest Court, Centre Park, Warrington, WA1 1RG V2.0208
LIMITED COMPANY EXPENSES CLAIM FORM

NAME: BROOKSON UNIQUE ID:

Main Site Expenses
Paid from
Travel, Subsistence, Accommodation and Meals incurred at main
business bank
Receipt Ref assignment site - Details (Include dates and reason except car NET VAT TOTAL
account
mileage claimed overleaf)
(please tick)
1
2
3
4
5
6
7
8
9
10
TOTAL MAIN WORKSITE EXPENSES
Off Site Expenses
Paid from
Travel, Subsistence, Accommodation and Meals incurred at other
business bank
Receipt Ref sites - Details (Include dates and reason except car mileage NET VAT TOTAL
account
claimed overleaf)
(please tick)
11
12
13
14
15
TOTAL TRAVEL & ACCOMMODATION EXPENSES
Other Expenses
Paid from
business bank
Receipt Ref Incidentals, Tools and Work Clothing - Details NET VAT TOTAL
account
(please tick)
16
17
18
TOTAL INCIDENTALS / TOOLS / WORK CLOTHING
Other Expenses
Paid from
Capital Expenditure- Details (please include company cars) business bank
Receipt Ref NET VAT TOTAL
Where applicable HP/Lease agreements should be supplied account
(please tick)
19
20
21
22
TOTAL CAPITAL EXPENDITURE
Other Expenses
Paid from
business bank
Receipt Ref Professional fees / courses - Details NET VAT TOTAL
account
(please tick)
23
TOTAL PROFESSIONAL FEES
GRAND TOTALS CLAIMED
NET VAT TOTAL
Add together all the totals above and write them in the columns to the right

DECLARATION
I declare that the expenses were incurred wholly, necessarily and exclusively in the execution of my duties as
a Director.
I have read and understand the Limited Company Tax Deductible Expenses - Brookson Guidelines
Signed Date
DOCUMENT WITH AN ORIGINAL SIGNATURE MUST BE SENT TO BROOKSON

Brookson Ltd, Brunel House, 340 Firecrest Court, Centre Park, Warrington, WA1 1RG V2.0208