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.
Can Teachers Claim Tax Back?
Thousands of teachers and education professionals in the UK have paid too much tax for a number of reasons, from unclaimed tax relief on union and professional fees, PE and sports clothing to having overpaid tax when when starting a new or second job, or paying tax under the wrong tax code. If you are a teacher we can help you check if you are due a tax rebate and claim it back, just enter a few details into our calculator to start your claim and get a quick no-obligation estimate.
Frequently discussed subjects
Are Teaching Union Dues Tax Deductible?Union fees for all of the major UK Teaching unions are tax deductible and you need to claim your tax relief it isn't paid automatically. Union subscriptions you can claim for include NUT, ATL and the new National Education Union, NASUWT, ASCL, Voice, EIS, UCU, NAHT and the NPH.
Are University Fees Tax Deductible?University fees are not tax deductible, neither are the costs of your Postgraduate Certificate in Education (PGCE) or attaining Qualified Teacher Status (QTS).
What Can Teachers Claim Tax Relief On?Aside from union subscriptions teachers can also claim tax relief on sports wear they buy for teaching PE and sports and other regulatory registration fees such as the GTC in Scotland, Wales and Northern Ireland.