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.
Christmas came early for nurse Sam with a £575 tax rebate
Christmas came early for staff nurse Sam Elliott when he claimed tax back through Healthcare Worker Tax Rebate. Sam was so shocked at the size of the cheque that arrived after he put in a claim through Healthcare Worker Tax Rebate that he had to check the amount was correct!
We assured Sam that yes he was, in fact, entitled to the £575.
“I claimed for my uniform, professional journals and essential shoes,” explained Sam. “I didn’t even realise I could claim a tax rebate for them but my sister – who is a ward sister in Kettering – told me about claiming and directed me to the site. When I got the cheque and saw the amount I really thought there must be some mistake!”
“I did the sensible thing with the rebate cheque and put it towards paying the bills.”
Sam’s whole family is involved in healthcare so when he set out on a career path he decided to do something completely different and went into the hospitality trade. He was working as a hotel receptionist when the 7/7 London bombings changed his life.
“The bus exploded near the hotel in Tavistock Square and I found myself rushing to help. We set up a first aid station in the hotel lobby. That prompted me to apply to be a nurse. I knew then it was exactly what I wanted to do and I started studying.”
Sam went on to specialise, joining the liver transplant team at The Royal Free Hospital, and he is now a junior charge nurse on the day care unit.
Just as his sister pointed him towards Healthcare Worker Tax Rebate, he has done the same with his colleagues. Many of them have also applied and received rebates too.
“The claim process was quick and efficient,” said Sam. “Also, it was easy to contact Healthcare Worker Tax Rebate with queries and everyone I dealt with was very nice and very professional. It made the whole process simple.”