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 Rebate Paves The Way For Prescribers’ Half Term Holiday
Tax rebate paves the way for Prescribers’ half term holiday
Last October NHS Prescriber Samantha Gustard, 43, headed off on a half term break with her family having found herself with more reasons than most to celebrate. It was her son Jack’s fifth birthday, she’d just finished her Independent Prescribing course at Northumbria University and putting the icing on the cake was the surprise £447.46 tax rebate she used to fund the trip.
Mrs Gustard worked in aesthetics in the private sector for four and a half years before she saw a flyer on the RCN Facebook page advising her that she could claim for the laundering of her uniform, as well as the cost of her professional memberships and training.
She decided to investigate further and found the Healthcare Worker Tax Rebate where she requested a form to submit a claim. Along with her tunic, which Mrs Gustard puts in a separate cycle to the family wash, the nurse was able to claim for RCN and NMC membership and professional indemnity insurance.
Confirmation that she qualified for a rebate came almost straight away and in just six weeks after her initial enquiry she received a cheque in the post, so she decided to treat the family to a short break.
The £447.46 was well spent on a stress busting half term get away with husband Henry, teenage daughter Olivia, birthday boy Jack and the family’s Patterdale Terrier, Holly. They stayed in a dog-friendly hotel in Settle, North Yorkshire and enjoyed lots of walks and pub meals.
On her return, Mrs Gustard started her new job in the NHS as a qualified prescriber and thanks to her claim, she was able to take up her new post with the correct tax code in place.
As Mrs Gustard’s husband is a police officer the couple are now investigating whether they could be due another tax windfall through our Uniform Tax Rebate sister site.