HMRC Mile Claim

• Download the project.On the GitHub page, click the green Code button, then Download ZIP.
• Unzip it.Double-click the ZIP file. You get a folder called hmrc-mile-claim-main.
• Install an AI app that can work with folders.The Claude desktop app with Claude Code, or ChatGPT's Codex app. A normal chat window where you only upload files will not work.

Put everything in the my-documents folder inside the project. Nothing in that folder is ever published.

Payslips

• Save every payslip PDF from April 2022 onwards from ESR.Put them in my-documents/payslips. Locum and bank payslips too. Duplicates are fine, they are removed.

Placements

• Open the Placements page in TIS and save it as a PDF.Print, then choose Save as PDF. Put it in my-documents/placements with "tis" in the file name.
• Optional: save your ESR assignment history as a PDF too.Same folder. It confirms the dates.
• Write down any job that is not in TIS, for example a local fellow post.You will tell the assistant later.

Where you lived

• Make my-documents/homes.csv from templates/homes.csv.One line per home: postcode, move-in date, move-out date. Leave the last date blank for where you live now.

Optional, makes the claim stronger

• Rota exports, work schedules, and annual and study leave records.You can ask each hospital for these later (step 6).

• Open the unzipped project folder in your AI app.
• Copy this message and paste it in as your first message.

You are helping me prepare an HMRC claim for the miles I drove to NHS hospital placements (mileage allowance relief).

Use the tool in this folder. First read AGENTS.md and follow it exactly.
My documents are in the my-documents folder.

Rules:
- Keep everything on my computer. Do not upload anything.
- Never change or move my original files.
- Stop and wait for me at every checkpoint.
- Never invent data. If something is missing, tell me and ask.
- Explain things in plain English. I am not technical.
- This is a calculation aid, not tax advice.

Start with step 0: give me a short plan, and check that python3 and pdftotext are installed. Ask before installing anything.

• I read its plan and replied OK.

The assistant stops and waits at each of these. Nothing moves on until you reply.

Everything is in my-documents/tax-claim.

• summary.md: the answer for each tax year, with a cautious "lower case" next to the full one.
• claim_summary.xlsx: open it in Excel. Change any figure and the totals update.
• I understand the days are estimates from working days and leave, not real shifts.
• I added any tolls and parking I paid that were not reimbursed.

• Fill the gaps in each email in sar_emails.Your GMC number, date of birth, contact details, and the hospital's data protection email (on its website).
• Send them. Hospitals must reply within one month.Rotas and leave records replace the estimates and make the claim stronger.

Do this before you file. Write down the date, the adviser's name and any reference.

• Ask how to file the earlier tax years.The online form (P87) or Self Assessment?
• Ask whether you must register for Self Assessment.
• Ask about any hospital you returned to repeatedly.Does HMRC treat it as one permanent workplace?
• Mention any earlier expenses claims, such as uniform, washing or courses.

You have 4 years after each tax year ends. The days left are counted from today.

The newest year can only be filed after 5 April, once the tax year has ended.

• I will keep payslips, the mileage log, placement printouts, replies from hospitals and HMRC reference numbers for 6 years.