Sophie's £65 Uniform Tax Refund Story
When supermarket assistant Sophie House received a £65 cheque from Her Majesty’s Revenue & Customs through Uniform Tax Rebate she decided to put the money towards her future – she bought books for her college studies which will hopefully take her to university to study to become a nurse.
“I’d started college and I wanted some part-time work so I applied online to the John Lewis partnership and got a job at Waitrose,” says Sophie. “They were very helpful and gave me information about what benefits I could obtain, including tax allowances I could apply for.
“As I have to wear uniform I can claim for laundry expenses. In my job comfy shoes are a must, but because I do deliveries – and we’ve had some terrible storms down here on the South coast – my winter fleece-lined coat and high-visibility jacket are essential.”
Sophie was delighted with her tax rebate – and the extra she is getting through her adjusted tax code.
“I’ve told my colleagues and friends about Uniform Tax Rebate and encouraged them to apply,” she says. “The form was easy to fill out, with simple questions and good help for any queries. Having seen the section on healthcare sector rebates, I’ve also told my friends in the NHS about what they can claim too.”
Sophie’s ambition is to become a midwife. She adds: “It’s an exciting and a nerve-wracking time for me at the moment but the rewards of a career in midwifery will be amazing. It’s a really rewarding profession, helping with such a dramatic change in a family’s life.”
We wish Sophie all the best for her future career. She will be able to claim for a variety of tax rebates as a nurse, including union and professional body fees and uniform laundry allowances through our Healthcare Worker Tax Rebate site.
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.