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.
£400 tax rebate helps new mum
Uniforms were essential for Rebecca Harvey, a care assistant in at Manor House home for the elderly. Her job involved assisting residents with all aspects of their daily life, from getting up in the morning to putting them to bed at night.
“My uniform of tunic and trousers could get very messy. I used to have to wash the uniforms at 60° to kill any bacteria. I couldn’t wash them with my other clothes and had to do a separate wash each time.”
“I came across Healthcare Worker Tax Rebate while searching the Internet. Someone else had mentioned it and I thought I would try. It was really easy. I filled in a form. They sent me the forms to sign. The forms were already filled in. All I had to do was sign and post them back in the envelope provided – a matter of minutes.”
Within a few days, Rebecca received her tax rebate. She was amazed by how quickly it was organized and just how much she had obtained as a result of her three years work in the care home.
“I got £400. I was expecting my first baby and it was really useful. I used the money to pay for all the baby things I needed. I brought nappies, clothes, toiletries, toys and everything needed for my hospital bag.”
Rebecca was impressed by the service provided by Healthcare Worker Tax Rebate and has recommended it to her friends. She believes that several people have obtained their own rebates as a result. Rebecca says, “I would recommend it to anyone.”