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.
“It was very straightforward to claim and the service was very quick,” says Derby Nurse.
Nurse Alexandra Lakin works 12 and a half hour shifts on the male urology ward at Royal Derby Hospital, so when she successfully applied for a tax rebate for her uniform and Unison union fees through Healthcare Worker Tax Rebate she invested her £80 revenue cheque in some new work shoes.
“For the past six months the new harmonisation of hours shifts have been introduced across the East Midlands and we’re now doing 12 and a half hour shifts instead of seven and a half hours,” says Alexandra, aged 38. “You are constantly on your feet and you need comfy shoes. People think 12 and a half hours sounds a long time but we’re so busy it actually goes so fast.
“I love my work, I love my job, it’s been a lifelong dream for me,” says Alexandra, who has been at the hospital for 15 years and started her career as a healthcare assistant and is now an assistant practitioner.
“I like to see things through,” she explains. “I like to admit patients, see them to theatre and then recovering. I see them every day and build up a relationship, and then I discharge them. I love to see them walking off the ward with a big smile on their faces after all their post-op woes.”
The ward speciality has particular meaning for Alexandra, who lost her father to prostate cancer. “He was poorly. If only we’d known more about the symptoms then,” she says. “Now we’re seeing patients of all ages, even in their 30s, as there’s been such an increase in prostate cancer awareness.”
Alexandra heard about Healthcare Worker Tax Rebate through word of mouth from her colleagues on the ward – she’s now liked it on Facebook. Around 15 of the staff have successfully applied for rebates too.
“It was very straightforward to claim and the service was very quick,” reports Alexandra. She claimed for her uniform laundering – she is supplied with three tunics/dresses for work – and her union fees.
When she’s relaxing Alexandra pulls on a different sort of footwear to her work shoes. She and her nine-year-old son and her fiancé Anthony go roller-skating at Rollerworld in Derby every weekend.