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.
North Staffs Nurse uses tax rebate to visit family
Febe Ordono works as a staff nurse at the North Staffordshire hospital in Stoke on Trent.
Following a friend’s recommendation, she made a claim through Healthcare Worker Tax Rebate and received nearly £200 back from HMRC towards the cost of cleaning her work uniform.
In April 2005, Febe arrived in the UK from the Philippines and went to work in Birmingham at a home for the elderly. She then moved on to the Frail and Elderly Assessment Unit at the North Staffordshire Hospital in 2012.
Febe said her work could often be very demanding with twelve hour shift patterns and some of the patients displaying very challenging behaviour, due to their medical conditions.
She said: “You have to use all of your skills and resources in some often difficult situations”.
Febe has always been a fan of travelling and said she was happy to be in the UK as it gave her a good base for travelling easily around Europe. So far she has been to Vienna, Paris, Brussels, Amsterdam, Italy, Spain, Hungary and New York.
Her parents still live in the Philippines, but she is able to Skype or telephone them regularly, while her extended family are mainly located in Italy and she often travels to see them.
She has also maintained a foothold in her native country by investing in an apartment, but is currently deciding what to do with the project.
The extra money from her tax rebate came as a big bonus to Febe, in helping her to visit friends and family, who are scattered all over the world.
She said: “I couldn’t believe how easy and quick it was to fill out the form. I have told other nurses about it but am surprised at their reaction. I think they do not believe it, but it’s true, you can get a tax rebate for the costs of your working uniform."