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.
Mental Health Nurse Danielle Smith gets £225 rebate
Danielle Smith is a mental health nurse in the Radbourne Unit at Royal Derby Hospital and also the mother of an energetic three year old and has tried many times to get a tax rebate by dealing direct with HMRC, but each time she found she couldn't get any rebate.
"When I found the Healthcare Worker Tax Rebate website, I thought I'd give it a try as I had nothing to lose."
Being a mental health nurse and a mother leaves her with little leisure time, between working full time shifts and needing to spend time at home with her family; trying to chase up HMRC just took valuable time away from her son.
"I work full time shifts and a 3 year old at home so it can be difficult balancing my work and home life - it really is a full time challenge."
Though her job is challenging and has long hours, Danielle loves what she does. Being in the specialised field of mental health nursing, she is not only highly skilled as a nurse but able to diffuse tension and provide a compassionate and warm environment for her patients.
"The best thing about my job is variety, every day on the ward is different. There is such a great feeling that comes from knowing you have helped a person in crisis when everything else has failed - it's really rewarding."
Thanks to Healthcare Worker Tax Rebate she got £224.30 and the money really couldn't have come at a better time. "We'd been struggling financially as the last payment on our family holiday was due and we'd been having mechanical difficulties with the care that meant expensive repairs."
Danielle has been so happy with the Healthcare Worker Tax Rebate service, she is eager to come back for more.
"I would not hesitate to use the Healthcare Worker Tax Rebate Service again in the future. All the hard work of chasing on the phone and the costly paperwork that comes with sending letters as well as the added pressure was all taken away from me."
"The process was great - really easy as the form was simple and straightforward. During the process I was kept up-to-date throughout the process so I always knew what was going on."
"I've already recommended Healthcare Worker Tax Rebate to lots of friends and colleagues. I'm aware that one of them got a rebate of over £500."