Is it possible that I am already receiving this tax relief?
Some employers have engaged with the tax authorities to obtain these reliefs for certain employees, however most have not. It’s your responsibility to request tax relief where it’s due.
If you request the tax relief and you are already receiving it you won’t be defrauding the tax authorities, they will confirm this in writing. If you use our system and this happens, we won't charge you anything.
What records will I be asked to provide by my tax office after I have submitted my claim?
Your claim should therefore go through without having any further correspondence with your tax office.
You will not normally need to provide details further of your expenditure.
Will this refund be recovered from my employer?
No. The claim is made against your personal income tax liability and is recovered directly from HMR&C. No claim will be made against your employer.
How quickly will I get my refund?
Most claims are completed within 12 weeks, however, this depends on the workload at your local tax office but if you have not received any correspondence within 4 months we recommend you resubmit the forms and we can lodge a new claim with HMR&C.
How will my refund be paid?
We will send you a cheque for the tax you have overpaid in previous years, minus our claim charges.
For the current year and future years you will receive more money in your payslip.
I've received a letter from HMR&C confirming my refund, how much longer will I have to wait for my cheque?
It can take up to 4 weeks following HMR&C's letter for payment to reach us. You will receive a cheque from us within 3 weeks of us receiving payment from HMR&C, please note however this may take up to 7 weeks from receiving HMR&C's letter. If you haven't received a cheque within 9 weeks of HMR&C's confirmation please contact us and we can look into it. Please do not contact us unless you have been waiting for 9 weeks as it is likely that payment is still in transit to you and we will not be able to advise you of it's progress.
I've received several tax computations from HMR&C, but only one cheque from you. Should I expect more cheques?
Although HMR&C may send you a tax computation for each tax year the total amount of the refund will usually be the total refund listed at the bottom of HMR&C's most recent calculation. This is because the refund at the bottom of each year's calculation is carried forward into the next year. You should be able to find the total of the previous year's calculation in the "C - Adjustments" section of the calculation. The refunds we issue are strictly based on the amount we receive from HMR&C. The value of the cheque you receive should be the total refund at the bottom of the most recent P800T tax computation multiplied by 80% less £10. You will normally receive only one cheque in full settlement of the refund.
What if my tax office doesn’t agree my claim?
We won't make any charges.