Medical.AccountantsMedical.Accountants
ICAEW regulated
ICAEW regulated
ACCA regulated
ACCA regulated
AAT fellow member
AAT fellow member
Certified advisor
Certified advisor
ProAdvisor
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100+ years' experience
£2m indemnity cover
4.9 · 321 reviews

Tax guides

Specialist accountants for £249 tax refund service for doctors · Fixed fees · Free first call

Tax refund service for doctors: £249 + VAT

Many doctors pay for GMC registration, royal college subscriptions, indemnity and other work costs, and may be able to claim tax relief on eligible items. We check what you can claim, prepare the claim or return and deal with HMRC for a clear fixed fee.

How much does the tax refund service cost for doctors?

£249 plus VAT for refunds up to £5,000. Above that, we add 5% of only the amount over £5,000, then VAT on the total fee. For a £6,000 refund the fee is £299.00 plus VAT. A refund is not guaranteed; we confirm eligibility first.

Fixed fees, specialist healthcare accountants, and every HMRC and NHS Pensions deadline handled.

  • Fixed monthly fee, no surprises
  • Specialist in NHS pension and healthcare tax
  • Onboarding within 48 hours
  • ICAEW & ACCA regulated
  • 5,000+ clients served by ACCOTAX
  • Specialist healthcare accountants

Reviewed by Waqas Sagar ACA FCCA FMAAT, Founder of ACCOTAX, 18+ years' experience · Last reviewed: 8 October 2026 · Updated for the 2026/27 tax year

Medical.Accountants by ACCOTAX, ICAEW/ACCA-regulated chartered accountants, London, serving clients across the UK. Over 5,000 clients served.

Key takeaways

  • Fixed fee: £249 + VAT for refunds up to £5,000.
  • Above £5,000: 5% of the excess only, added to the £249 fee, with VAT on the total.
  • Typical items to review include professional subscriptions on HMRC’s approved list, such as GMC and royal college fees, where you paid them yourself.
  • HMRC decides the refund. We check eligibility before you commit and never promise an amount.
Worked fee examples (before VAT)
Refund receivedOur fee before VAT
£1,500£249.00
£5,000£249.00
£6,000£299.00
£10,000£499.00

Free guide: The Doctor's Tax & NHS Pension Handbook 2026/27

Get the free guide

Which accountancy support fits your income?

Start with how you are paid. Different income sources can need different accounts, returns and expense checks.

How you workWhat we checkSupport to explore
Employed or umbrella (PAYE)Tax codes, eligible employment expenses and whether a tax return is needed.Healthcare tax refund support
Genuinely self-employedBusiness income and expenses, Self Assessment and MTD eligibility.Healthcare Self Assessment service
Your own limited companyCompany accounts, Corporation Tax, director income and off-payroll status where relevant.Healthcare limited company accounts
PartnershipPractice accounts, allocated profit and each partner’s personal tax position.Healthcare partnership accounts

Sound familiar?

Problems we fix for salaried and resident doctors

  • "I think I'm paying too much tax because of a wrong tax code."
  • "I've never claimed my GMC, BMA or royal college fees."
  • "My extra shifts and bank work are taxed wrongly."
  • "I don't know whether I need to file a tax return."
  • "I've received a pension annual allowance letter."

What it's costing you

Leaving it unfixed is rarely free

Overpaid tax
Unclaimed expenses and wrong tax codes mean paying more than you owe, year after year.
HMRC penalties and interest
Late returns attract automatic penalties, plus interest on tax paid late.
Lost evenings
Hours spent on forms, invoices and spreadsheets after a long shift.

General examples, your position depends on your own figures.

How we solve it

What we actually do for you

Refund claims

We claim back overpaid tax for up to four previous years.

Tax code checks

We check every employment and fix wrong codes with HMRC.

Self Assessment

Filed for you when you need one, and explained when you don't.

Pension statement review

We explain your annual allowance position in plain English.

How we help

01

Eligibility check

We review your payslips, P60 and expenses to see which costs may qualify before any work is charged.

02

Claim or return prepared

We prepare the relief claim or Self Assessment return, as HMRC requires for your circumstances.

03

HMRC correspondence

We handle questions from HMRC about the claim on your behalf.

What to know before you decide

Professional subscriptions

GMC fees and many royal college and BMA subscriptions appear on HMRC’s list of approved professional bodies. Relief is only available where you paid and were not reimbursed.

Earlier tax years

HMRC generally allows claims for the previous four tax years, so missed relief may still be claimable.

Your questions answered

What can doctors claim a tax refund on?

Common items include professional subscriptions on HMRC’s approved list, such as GMC registration and royal college fees, and other work expenses you paid yourself and were not reimbursed. Eligibility depends on your circumstances; we check before claiming.

Help with this question: Tax Refunds for Doctors & Healthcare Professionals

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How far back can a doctor claim?

HMRC generally allows relief claims for the previous four tax years. We confirm which years are still open for you.

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Do I pay if there is no refund?

We check eligibility and agree payment terms before work begins, so you know the position before committing.

Help with this question: Tax Refunds for Doctors & Healthcare Professionals

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What documents do I need for my return?

You typically require P60s, P11D forms, interest certificates, and records of all business income and expenses. Medical.Accountants provides a tailored checklist based on your specific healthcare role. We will request these details during our onboarding process. Providing comprehensive documentation ensures your tax position is accurately calculated.

Want us to check this for you? Get a free review →

What are payments on account?

Payments on account are advance payments towards your next Self Assessment bill, normally due on 31 January and 31 July. Each is usually half the previous year’s relevant Income Tax and Class 4 National Insurance bill, excluding Capital Gains Tax and student loans. Exceptions apply where the bill is below £1,000 or over 80% was collected at source.

Check the official guidance · www.gov.uk

Help with this question: Self Assessment Tax Returns for Doctors & Healthcare Professionals

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Can I amend a return after filing?

You can generally amend a Self Assessment return within 12 months of the 31 January filing deadline. This allows you to correct errors or include forgotten information. Medical.Accountants can assist in reviewing previous submissions to ensure accuracy. Tax refunds can be claimed for up to four previous tax years.

Check the official guidance · www.gov.ukWant us to check this for you? Get a free review →

Quick quote

See what you could save, get a fixed fee in one working day

Three fields. No obligation. A specialist replies, not a sales team.

Packages for your working life

Accountancy packages for doctors

Self-employed income, a limited company, PAYE or a mixture: start with the support that matches how you actually work. We check your status and agree the scope and fee before starting.

Self-employed accountants for doctors packages

For genuine sole-trader income. We prepare your business accounts and Self Assessment, review allowable expenses and explain payments on account.

  • Sole-trader accounts and personal tax return
  • Allowable business expenses reviewed
  • Tax reserve and payment deadline guidance
  • MTD support scoped separately where required

Fixed fee quoted after a review

Discuss this package

Medical accountants for doctors: limited company packages

For clinicians working through their own company. Choose Essential/Compliance, Core/Complete or Growth according to your accounts, bookkeeping and payroll needs.

  • Statutory accounts and Corporation Tax return
  • One director return for salary and dividends from the same company
  • Confirmation statement support; filing fee extra
  • Bookkeeping, VAT and payroll according to your chosen plan

Company packages from £45.83 + VAT / month

Compare company packages

Personal tax return packages for doctors

For employed clinicians, partners and people with mixed income who need a return. We check whether Self Assessment is required and reconcile the relevant income, expenses and pension tax information.

  • Self Assessment requirement checked
  • PAYE and other income reconciled
  • Eligible employment expenses reviewed
  • Pension tax work agreed separately where needed

Fixed fee quoted after a review

Discuss this package

Employment status is determined by the facts, not the package you choose. PAYE, umbrella and partnership arrangements may also apply. A limited company does not override IR35 or off-payroll rules, and not every employed clinician needs a tax return.

Overpaid tax?

Tax refund support for doctors

We review tax codes, eligible professional expenses and overpaid tax, then prepare a claim where you qualify. A refund is not guaranteed; HMRC decides the claim.

£249 + VAT

For refunds up to £5,000, our fee is £249 plus VAT. For refunds above £5,000, add 5% of only the amount above £5,000 to the £249 fee. VAT applies to the total professional fee.

Example: a £6,000 refund means £249 + £50 = £299 plus VAT.

Professional fee, excluding VAT

£249

Ask about a tax refund

This illustrates the fee only, not whether you qualify or how much HMRC will refund. We agree the claim scope and payment terms before work starts.

What's included

Limited company packages, compare what's included

Essential/Compliance

For locums, salaried GPs and dentists with a limited company

from £45.83 + VAT /month

  • FRS 105 or FRS 102 1A statutory accounts
  • Corporation tax return (CT600) and tax computation
  • Confirmation statement preparation and filing support
  • One director Self Assessment return
  • Deadline reminders ahead of every filing date

Core/Complete

For private practice, consultants and associate dentists

from £62.50 + VAT /month

  • Everything in Essential/Compliance
  • Monthly bookkeeping and bank reconciliation
  • Quarterly Making Tax Digital VAT returns
  • Director payroll with RTI filing and pension submissions
  • Quarterly review call on numbers and tax position

Growth

For clinics, dental practices and growing medical teams

from £75.00 + VAT /month

  • Everything in Core/Complete
  • Payroll for up to five employees

Prices exclude VAT. Making Tax Digital quarterly updates available as an add-on. Compare fees

Why clinicians trust us

Chartered accountants who know the NHS

  • ACCOTAX has served over 5,000 clients.
  • Regulated chartered accountants (ICAEW and ACCA).
  • Founded by Waqas Sagar ACA FCCA FMAAT, with 18+ years' experience.

Reviewed by Waqas Sagar ACA FCCA FMAAT

Chartered accountant and founder of ACCOTAX. Last reviewed October 2026.

Get my fixed-fee quote

How it works

  1. 01

    Free call

    A 15-minute chat about your income, structure and deadlines.

  2. 02

    Onboarding in 48 hours

    We set up your records, software and HMRC agent access.

  3. 03

    We handle the rest

    HMRC, NHS Pensions and every deadline, with reminders before each one.

Free resource

Get the doctor expenses checklist free

Tell us where to send it and we'll email it to you.

Speak to a specialist today

Leave your details and we'll call you back, or book a free review straight away.

Book a free 15-min tax review

Related healthcare expertise

General information for the 2026/27 tax year, prepared from the official guidance linked below. It is not personalised tax or regulated financial advice. Rules and circumstances can change; confirm your position before acting.

Official sources referred to on this page: GOV.UK: Professional fees and subscriptions; HMRC: Approved professional bodies (List 3).

Official guidance

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Google reviews

What ACCOTAX clients say

4.9 out of 5 from 321 Google reviews

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