There are a number of reasons that you may be entitled to a refund. You may not have claimed all of the allowable deductions available to you, or you may be on the wrong tax code, you may have worked only part of the year, or not exceeded your personal allowance. Everyone’s circumstances are different, but we estimate that 1 in 3 people are due some kind of tax refund from HMRC.

When you apply to make a claim with us, we will ask you details about your income and expenses for the past 4 tax years. We may require your P45 and P60 tax certificates and details of any benefits from your employer (such as a company car, or health insurance) which will be recorded on your P11D. HMRC may ask us for sight of these documents. If you are in the construction industry and are in the CIS scheme, copies of your CIS certificates will be required. We may also need proof of any expenses you are claiming for.

Pay As You Earn is the system HMRC use in order to collect income tax and National Insurance from employees. If you are within the PAYE system you will have tax and national insurance automatically deducted from the wage you receive from your employer. Find out more: What is PAYE?

If we calculate that you have paid the correct tax, and you are not due a refund, we will not charge you for our service. However if we manage to reduce a tax liability for you then we will charge 30% of the reduction secured on your behalf.

In the event that we discover that you’ve underpaid tax, we will inform you. At your request, we can look into the underpayment further and liaise with HMRC on your behalf. Our normal fee structure will apply.

Anyone who thinks they have overpaid tax to HMRC within the past 4 years can submit a claim to HMRC to have it repaid to them.

Claims for previous years should be made as soon as possible, as the window for making claims is currently only 4 years – so apply now!

The CIS scheme sets out the rules for how payments between contractors and sub-contractors must be handled. Under the scheme, contractors deduct certain payments from sub-contractors, which can include income tax which is often taken without allowable deductions. If you work within the CIS scheme, contact us to find out if you have a valid claim!

If we calculate that you are due a refund, we will liaise with HMRC, submit your claim and manage the entire process on your behalf. For our complete, no hassle service, we charge a modest fee, which is 30% (inclusive of VAT) of any reclaim you receive. (*Minimum fee of £15.00 applies *)

No! Our service is completely confidential, and your details will never be passed to a third party without your consent.

Yes! Provided that you are entitled to a reclaim, having two jobs won’t affect your claim. Please include details of both employments on your application pack.