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.
Tax Rebates for Social Workers
As a social worker you’re busy helping other people with their lives but who can help you with yours – especially your tax and finances? Visit Healthcare Worker Tax Rebate and see how you can claim a tax rebate because, since you probably pay subscriptions to a body approved by Her Majesty’s RevenueCustoms you can claim tax relief on this expense.
Here are some such organisations you likely subscribe to:
Health and Care Professions Council (HCPC)
If you are registered with the HCPC you could be claiming £30 per year or more from the tax you’ve paid against these subscriptions. The HCPC has absorbed a number of other bodies which also had tax deductible subscriptions, such as the General Social Care Council, and if you’ve paid to the GSCC you can also claim tax relief for those subscriptions.
If you’re a member of the union Unison and you work in a care setting you can claim tax back on those subscriptions. The amount is based on the subscription you paid to Unison, but it could be £36 a year – or more if you are a higher rate tax payer.
Scottish Social Services Council (SSSC) and the Care Council for Wales (CCW)
Paying a SSSC or CCW subscription could net you up to £12 a year, depending on your circumstances.
British Association of Social Workers (BASW)
If you pay subscriptions to the BASW you could be due around £50 per year in tax relief.
You can backdate your claim for the previous FOUR tax years which could add up to £200 or more, even if you only pay subscriptions to one of the bodies. You’ll also get the tax relief in your pay going forward for the current and future years, so you’ll keep saving.
How do I claim?
Just enter your details to get the forms to claim. It’s really easy to do and you can complete your part of the claim in seconds.