SA103 box 24 — bank, credit card and other financial charges

Financial Costs

Bank charges, loan interest, and finance costs relating to your business. You can only claim the business proportion if accounts or loans are mixed personal/business.

What you CAN claim

  • Business bank account charges and fees
  • Interest on business loans and overdrafts
  • Hire purchase interest (not capital)
  • Credit card interest on business spending
  • Foreign currency exchange fees on business transactions

What you CANNOT claim

  • Capital loan repayments
  • Personal bank charges
  • Pension contributions (different relief applies)
  • Fines and penalties from HMRC or other regulators

Common examples for sole traders

Monthly business bank account feeOverdraft interest on a business accountStripe or PayPal transaction feesForeign exchange fee on a supplier paymentHire purchase interest on business equipmentCredit card annual fee (business card)

Practical tips

  1. 1

    Keep business and personal finances separate — a business account makes this much easier

  2. 2

    If you use a personal credit card for business, only claim the interest on the business spend proportion

  3. 3

    Bank charges are one of the most commonly missed expenses for sole traders

View HMRC guidance on GOV.UK

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