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.
Pharmacy Technician uses Healthcare Worker Tax Rebate payout to settle bills
Pharmacy technician Maggie Hall has her daughter Emma, a staff nurse, to thank for pointing her towards a tax rebate of nearly £80 for her uniform laundry and registration fees by using Healthcare Worker Tax Rebate.
Emma works on a ward looking after patients who have had stomach surgery and often has to change her uniform several times a shift, so she was delighted herself to find out about the easy-to-use website.
Maggie was so pleased with her rebate that she passed the word on to six of her colleagues working at Good Hope Hospital in Sutton Coldfield and they have also received tax rebate cheques.
Maggie spent many years as a retail dispensing technician before moving into the NHS and working at Solihull Hospital before moving to Good Hope Hospital.
“I always wanted to go into pharmacy,” says Maggie. “I love the hustle and bustle. I’ve trained up to do medicines management which means I talk to patients and get their drug histories. It’s clinical and technical work, not simply dispensing tablets, so it’s more challenging.
“I love talking to the patients. For example, I ask how they are using their tablets, teach them inhaler techniques, advise on medicines – doctors often speak in jargon and they may not understand their prescriptions. Some patients may not be able to take pills because of the coating, for example, so I make sure they get them in gel form.
“I’ve seen a few elderly ladies who use their inhalers as air fresheners so I’ve taught them the right techniques for using them!
“Some patients have sight issues and cannot see the labels on medicines. Many don’t know that they can ask the pharmacist to print the labels larger, or use coloured labels, or get them dispensed in blister packs – they can even be delivered to their homes.
“And there are so many different dressings – for burns, bleeding, and charcoal to absorb smell. It’s just so interesting. No two days are the same.
“It’s a very rewarding job.”
Maggie used her tax rebate money to pay her household water bill – she and her husband moved into a much larger house a few years ago and found their bills soared.
She relaxes by jogging – “it eases tension and takes my mind off work” – and has used it to raise money for charity. She has taken part in the Sutton Fun Run, raising more than £200 for the John Taylor Hospice and St Giles Hospice. She also does the annual Macmillan Race for Life.
We wish Maggie all the best for her future fundraising.