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Medical Expenses Relief: Who Qualifies and What You Get

Learn how to claim 20% tax relief on your non-routine medical costs to help reduce your tax bill.

Medical Expenses Relief is a tax relief designed to help reduce the financial burden on individuals who have to pay for non-routine medical care.

Who it's for

This scheme is designed for anyone who is paying for non-routine medical care. If you have had to pay for medical services that fall outside of standard routine healthcare, you may be eligible to claim a portion of those costs back through the tax system.

What you get

When you qualify, you receive 20% tax relief on your qualifying medical expenses. This relief is calculated based on the amount you have spent on these specific medical services, helping to lower your overall tax liability.

What it costs you

There is no direct monetary fee to apply for this relief. However, there is a requirement regarding your record-keeping: you must keep all of your original medical receipts and documentation for a period of 6 years. This ensures you have proof of payment if your claim is reviewed by the issuing government body.

The catch to know

It is important to understand the limits of what can be claimed. Routine dental work and routine optical work are excluded from this relief. You should verify whether your specific medical service is considered routine or non-routine before submitting your documentation.

How to apply

  • Gather all receipts and proof of payment for your non-routine medical expenses.
  • Ensure you have all necessary documentation ready, such as a Med 1 form if required.
  • Keep your records organized and stored safely for at least 6 years.
  • Submit your claim through the official government tax portal.