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PARTLY

As of 13 August 2026, AI can only partly fill in your P87 tax relief form.

This still needs a person who signs their name to it.

Can you do it?

5 minutesto a draft.

30 minutesto something you’d act on.

Cost, all in£0

Skill neededchat-fluent

Who has to check ityou

What the alternative costsNo price comparison is provided in the available tool data.

If this goes wrong, you may submit an incorrect relief claim and have to correct it with HMRC while remaining responsible for the tax consequences.

What to actually do

  1. Hand it to a person

    The route this page recommends

    A person who owns the outcome does this end to end, worth it when the failure is dear.

  2. Use a tool built for this

    Second choice

  3. Do it yourself

    The distant third

    A chat interface, chat-fluent skill, and roughly 30 minutes until you can act on the result.

    How to actually do it

    1. Open the current P87 guidance and form on GOV.UK, and note which tax year and relief type you are considering.
    2. Gather your relevant payslips, P60, employer expense policy, reimbursement records, receipts, invoices and any other documents supporting the claim.
    3. Remove unrelated personal information from the documents, then upload or paste the relevant pages and figures into a chatbot with the copyable prompt.
    4. Ask the chatbot to produce the evidence table and draft answers, keeping unsupported fields blank and listing every uncertainty.
    5. Compare each drafted name, date, amount, reimbursement and calculation against the original documents and correct the draft where it differs.
    6. Check each proposed relief and the completed fields against the current GOV.UK P87 guidance, then ask HMRC or a qualified tax adviser about any eligibility point you cannot resolve.
    7. Enter the checked information into the official HMRC P87 process yourself and keep the submitted details and supporting evidence.

    Prompt

    Help me prepare a draft UK HMRC P87 tax relief claim from the information and documents I provide. Do not submit anything, invent any facts, estimate any figures, or decide that I am entitled to relief without evidence. Use only my supplied information and the current GOV.UK guidance at https://www.gov.uk/tax-relief-for-employees. First list the information and evidence needed for each relevant section, then extract the figures into a table with the source document and page or line reference, then draft the corresponding answers. Separate confirmed facts, missing information and uncertain eligibility points. Flag any amount that is reimbursed by my employer or supported by incomplete evidence. Show every calculation clearly and leave any unsupported field blank. End with a checklist of what I must compare against my records and what I should ask HMRC or a qualified tax adviser before submitting.

    Open it prefilled in ChatGPT or Claude, or copy it into Gemini, which takes no prefill link.

What it gets wrong

  • AI cannot establish entitlement where the evidence or the employment circumstances are ambiguous.
  • AI cannot know whether your employer reimbursed an expense unless your records show it clearly.
  • AI cannot take responsibility for the claim, correct an error with HMRC or protect you from the consequences of a wrong entry.
  • AI cannot submit the official claim or replace the current HMRC form and guidance.
  • You still have to check every figure and decide whether unresolved points need a qualified tax adviser.

What caps this at PARTLY: legal accountability, verification cost and judgement under ambiguity.

How we scored this

Five axes, each scored nought to two by hand: ten means AI carries the task cleanly, and the thresholds that turn a total into YES, PARTLY or NO are published in the methodology. Each axis name links to its definition.

AxisScore (0–2)
Output2
Inputs1
Verification1
Liability0
Effort delta2
Total6 / 10

The methodology and its thresholds are published in full.

FAQ

Can ChatGPT fill in my P87 form?
It can draft answers from your records and organise the supporting figures, but it cannot safely decide every eligibility point or submit the claim. You remain responsible for checking the draft against GOV.UK and your evidence.
Can AI submit my P87 to HMRC?
No. AI can prepare a draft, but you must use the official HMRC process and remain accountable for what you submit.
What information do I need for a P87 tax relief claim?
You normally need the relevant tax year, your employment details, the type and amount of each expense, receipts or other evidence, and details of anything your employer reimbursed. Check the current GOV.UK P87 guidance because the required information depends on the relief you are claiming.
Is it safe to use AI for my P87 tax relief claim?
It is reasonable to use AI for extracting figures and drafting, provided you do not upload unnecessary personal data and you check every entry against your records. This is not professional advice; ask HMRC or a qualified tax adviser about a serious or uncertain claim.

Nearby answers

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Assessed by gpt-5.6-luna (gpt-5.6-luna) on 2026-08-13, second-checked by an independent model. Wrong somewhere? Email [email protected] and it gets re-checked.

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