Below is a list of frequently asked questions, click on the question to see our answer.
If you have a question that is not in the list please contact us and we will be happy to help.
Why may I be due a tax refund?
Usually this is because you may not know there are tax allowances, (or were tax allowances as some of them have gone now) that you were/are entitled to ask for. If you didn’t know about these allowances, there’s no way you could ask HMRC to put them in your tax code, so they gave you the wrong code. That meant you paid more tax than you needed to. The good news is it’s not too late to get your money back because HMRC lets us go back up to 4 years to claim any allowances you missed out on, or to correct any mistakes.
Our fee is 48% (inclusive of VAT where applicable) of the reduction in tax from HMRC on your behalf.
How long does the process take?
Most claims are completed within 6-12 weeks. During busy times or for more complex claims, it may take up to 16 weeks Remember, we only get paid when you get your refund, so we continue to liaise with HMRC after we have submitted your claim to ensure we get back every penny you are owed as soon as possible.
How many years can I claim back?
You can claim a tax refund for the last 4 tax years on all the services we offer. This means you can currently claim for uniform tax refund, mileage allowance etc for all the jobs you have had since April 2016. The same applies for marriage tax allowance, all claims can be backdated to April 2016.
Can I claim for previous jobs?
Yes. You can claim for all the jobs you have had in the current year and last 4 years, even if you no longer work there.
Will the refund be recovered from my employer?
No. The refund will be recovered from HMRC, as you are reclaiming the overpaid tax you have personally paid through your wages or are claiming your partners unused tax allowance when it comes to marriage tax allowance.
What documentation do I need to send?
All you need to do is complete & sign the online application from our website for your specific tax refund claim. We will contact you if we need any further information. We do not always require your P45 s, P60 s etc. For a uniform tax claim, you do not need proof of any expenditure incurred ′′ for washing your uniform. If you are claiming tax relief for professional fees, HMRC may require proof of actual amounts paid. For other expense claims (such as tools and equipment), we will contact you to request any receipts/proof of purchase.
Do I need to claim every year?
Not usually. When you submit a claim with us, we will not only claim a refund for prior years, but we’ll also apply to change your tax code to ensure that you receive the relevant tax reliefs directly in your pay. You will receive notification of your new tax code from HMRC. If your circumstances change, or you have irregular expenses that you wish to claim for, it may be necessary to submit a further claim. If you think this applies to you, please contact us for advice.
Are you a government agency or affiliated with HMRC?
No. HMRC does not endorse or affiliate itself with ANY private company. We are a private company, which is registered as an agent and MLR (money laundering regulation) supervision with HMRC, that specialises in PAYE & Marriage Allowance tax refund claims.
Payments will be made via cheque and as an added security measure will be posted to the address given on the application form.
Can you make payment via bank transfer?
No sorry, due to security reasons and part of our own internal fraud avoidance regulations, payment needs to be made by cheque.
I’ve lost my cheque. Can you send a new one?
We can re-issue your cheque, however, there will be a fee of £19.99. This fee is to cover the cost of cancelling your original cheque and associated administration costs.
Our website uses industry-standard 256-bit SSL encryption. When completing our claim form, all information sent to our site is encrypted, protecting it from interception by unintended recipients. You can submit your personal information with the assurance that all transactions are secure and private.
