7 Reasons You Might Be Due Money - Check Now!
Each tax year will be recalculated if you enter a claim. This often identifies other overpayments due to incorrect tax codes, multiple employments, ceasing of job, etc. In these cases we can identify a much larger tax rebate. We regularly identify rebates of over £1,000 for customers who were originally estimated a lower amount.
If you claim now you will receive tax relief for the current tax year and future years that allowances continue to apply, paid through your monthly pay, no charge will be made on future tax relief or refunds.
You don't need to make any upfront payment to us in order for us to check if you are due a rebate.
We will ensure that your current year reliefs are correct and that your future year allowances are adjusted in line with the current year to ensure you are no longer being overtaxed. There will be no charge calculated for amending your current tax code and you will receive any tax refunds due in the current year and in future years directly.
If you are due a refund in the 4 previous tax years we will receive that refund from HMRC on your behalf and deduct charges in accordance with those quoted on the website prior to making a payment to you.
Standard deduction is 30% + £30, plus VAT, where due on any refund payment HMRC send us before passing payment on to you. Charges are limited to the previous 4 tax years we check and we will not make any deduction on future tax refunds.
If no refund is due the service is FREE to use. If a refund is due standard pricing is 30% + £30, plus VAT, where due on any refund payment HMRC send us before passing payment on to you. The charge is levied on all refunds received from HMRC covered by the claim period (4 previous years) regardless of reason. When entering a claim you agree to legally and unconditionally assign the rights to any refund for the previous 4 years to OTR, when payment is made to us we will forward the residual balance to you net of our agreed fees. On receipt of the form HMRC will manually reconcile (calculate) your tax liability for each year of your claim. If unreconciled differences are present on your taxpayer record for any year these differences may positively or negatively effect your tax liability on top of the effect of any allowances or expenses claimed for. HMRC perform a more basic automatic reconciliation on taxpayer records from April to November in the tax year following the end of each tax year. By submitting your claim you forgo the rights to any benefits that may have been accrued as a result of HMRC performing an automatic reconciliation, from the date your form is received by HMRC.
Martin Lewis, financial guru, highlighted on his TV show how many UK workers could be due an easy tax break. In fact there are 7 factors we have identified, if any apply to you, it's worth checking if you are due a refund. You can get FREE personal estimate by entering your job title on this page.
You Worked During COVID
In the tax years to April 2021 and April 2022 HMRC loosened the criteria for claiming for PAYE taxpayers.
If you worked from home for one day in either of those years because of COVID you can claim an allowance. Those allowances are typically worth between £60 and £240 per taxpayer.
You can claim if you had to work from home for one day in the year because of COVID. This could be if your normal workplace was closed or if you had to self isolate.
You don't need to provide any receipts or proof, you can self certify and claim.
You Wear A Uniform At Work
HMRC has long recognised that you incur extra costs if you have to wash your work uniform at home. With electricity costs soaring the cost of doing your wash is also going up so now is the time claim this.
You don't need to provide any proof of cost or receipts, HMRC has a standard allowance for this, based on your job.
It's not only for jobs you might associate with wearing a uniform, such as nurses or firemen. You can a claim if you have to wear anything with your employer's name and logo on it, even a T-Shirt. Workers who have to wear safety gear such as hi-viz jackets or tabards can also claim, even if they don't have logos.
The amount you can claim back varies depending on your circumstances and your job. The range is from £12 per year to nearly £500 per year. So it's important to get the right advice so you don't miss out on a bigger refund.
You Are Married
There is a fantastic tax break if for married couples. You can claim on the same basis if you are in a civil partnership and it can be worth up to £1,250 over the last 5 years.
There are number of criteria based on yours a and your spouse's circumstances. We can do a simple check if you enter your job title into the box on this page.
You Work In Healthcare Or Education
Healthcare workers and teachers are some of the groups most likely to be paying too much tax. There are several things you could be claiming for, depending on your job. We can do a quick test here if you tell us your job title.
You Haven't Had A P800 From HMRC
HMRC should do an annual check to see if your employer has deducted the right amount of tax. This check usually runs between April and November. If you haven't received a P800 tax computation from HMRC in any tax year, HMRC may not have done this check for that year. If you enter a claim with us we can make sure HMRC runs a manual check on your tax calculation.
Finding a refund by this route is less common but the refund could run into thousands.
You Pay Subscriptions To A Union Or Professional Body
Many UK workers pay subscriptions to trade unions, professional bodies or workplace regulators. These is a list of over 4,000 bodies you can claim tax relief on.
This usually depends on your job and we do a quick check to see if you can claim if you enter your job title.
You Work From Home
Outside of COVID you can still claim for your household bills if you have to work from home. The criteria are much stricter but you can backdate the allowance 5 years.
If you want to apply for the period outside COVID you have to be required to work from home. This means if you have a hybrid working arrangement and you chose to work from home you cannot claim.
Typically this would only apply if your employer had no office at all or had no provision for you work there. Another reason might be if you lived a really long way away from your employer's premises.
You still don't need to ask for receipts but HMRC may be more likely to challenge any claim not during COVID.
If you don't meet those criteria you will probably still be eligible in the 2 COVID tax years 2021 and 2022.