Ship Shape Expence Claim Form PDF Details

When it comes to tracking business expenses, accuracy is key. Having an efficient system in place can not only help businesses save time and energy but also ensure that their finances remain in order. This is why having a well-organized expense claim form on hand is essential for any size of organization. In this blog post, we will look into how best to fill out your expense claim form as effectively as possible so you can easily manage your company’s finances with minimal fuss!

QuestionAnswer
Form NameShip Shape Expence Claim Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other names10th, shipshapepay, UK, myshipshape expenses

Form Preview Example

SHIP SHAPE EXPENSE CLAIM FORM

Full name

Unique ID (see

Ship Shape card)

Expenses for period

(enter date range)

PLEASE READ THE ‘EXPENSE CLAIM GUIDE’ TO HELP YOU COMPLETE THIS FROM CORRECTLY

1.Gather together your receipts, mileage records etc on a regular basis.

2.Complete this form summarising those receipts. Additional copies are available from www.shipshapepay.com

3.Return expense form to Ship Shape by placing in a suitable envelope and simply writing FREEPOST SHIP SHAPE on the front. No address and no stamp required.

Working as Self Employed: DO NOT SEND RECEIPTS, however it is essential for you to keep all original receipts and a copy of each expense form for verification at a later date.

Working under Umbrella PAYE: SEND ORIGINAL RECEIPTS with your completed expense claim form. We recommend you take copies of these in case they are lost in the post. Note that any Subsistence claim receipts should be retained by you and not sent to Ship Shape unless specifically requested.

Dates

TRAVEL (To temp workplaces, include dates and reason. No private mileage claims)

£ Total

10th – 15th Mar 12

EXAMPLE: Oyster card for travel to work in Paddington

33.50

TOTAL

SUBSISTENCE - UMBRELLA WORKERS ONLY:

If you were present at work for 5 hours or 10 hours you are eligible to claim £5 and £10 subsistence per day respectively for meals purchased by completing the table below. Also note dates of unusually early starts (left home before 6.00am and purchased breakfast) and unusually late finishes (after 8.00pm and purchased an evening meal) for which an additional £5 and £15 may be claimed respectively. You must keep receipts to support your claims.

Specify the month(s) and day date (1st, 2nd, 3rd etc), then use a cross (X) to indicate an applicable claim in the boxes below each day date. Continue on a new expense form if necessary. Please do not repeat previous claims.

Month:

 

 

 

 

 

 

 

 

 

 

Month:

Day date:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

At work 5 to 9 hrs:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

At work 10 hrs or more:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Left home before 6am:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

At work after 8pm:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SUBSISTENCE - SELF EMPLOYED & LIMITED COMPANY WORKERS ONLY:

HMRC allow subsistence claims in your year-end tax return only if your work is itinerant (i.e. involves travelling from place to place, such as a commercial traveller) or where occasional business journeys outside the normal pattern are made. Where a business trip requires a stay away from home, the accommodation and reasonable overnight subsistence costs will be allowed. In all cases you must keep receipts to support your claims.

Dates

Reason for claim (why this claim falls outside of normal work pattern)

£ Total

TOTAL

PLEASE COMPLETE SECTIONS OVERLEAF. DOWNLOAD MORE COPIES OF THIS FORM FROM WWW.SHIPSHAPEPAY.COM

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Dates

WORK ITEMS PURCHASED (e.g. tools, protective/other equipment)

£ Total

11th Mar 12

EXAMPLE: Hammer drill purchase

60.00

TOTAL

Dates

TELEPHONE (itemised bill with business calls indicated or prepay receipts)

£ Total

10th – 15th Mar 12

EXAMPLE: See attached pre pay receipt for calls to employment agencies

10.00

 

TOTAL

 

Dates

ACCOMMODATION (include dates, proprietor and address. Only valid for

£ Total

 

periods working away from UK residence)

 

10th – 15th Mar 12

EXAMPLE: Stay at The Royal Hotel, Paddington W2 1HY whilst working away at

100.00

 

Paddington construction site

 

 

 

 

 

TOTAL

 

 

 

 

Dates

OTHER ITEMS (enter any other expenses incurred wholly, exclusively and

£ Total

 

necessarily in the course of work duties)

 

 

 

 

 

 

 

 

TOTAL

 

USE OF A PRIVATE VEHICLE

Tax relief is provided on trips carried out for business purposes. The allowance is dependent on vehicle type and the miles covered. The rate changes after the first 10,000 miles covered in a tax year.

Vehicle Type

Rate for first 10,000 miles

Rate for mileage over 10,000 miles

Car or Van

45 pence

25 pence

Motorbike

24 pence

24 pence

Bicycle

20 pence

20 pence

Dates

Destination and reason for journey

Vehicle Type

No. of miles

CONFIRMATION

By signing this form you confirm that the information you have provided is correct to the best of your knowledge and that on the days indicated you incurred an expense on Travel and/or Subsistence (a meal; food and drink) in the performance of the duties of the employment.

SIGNATURE:DATE:

PLEASE COMPLETE SECTIONS OVERLEAF. DOWNLOAD MORE COPIES OF THIS FORM FROM WWW.SHIPSHAPEPAY.COM

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