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.
Claiming was "simple and quick" says Lichfield nurse
Staff nurse Sarah Larsen spends all her time caring for others. Now, thanks to a £250 rebate she received through Healthcare Worker Tax Rebate, she has earned some extra reward and has been buying treats for her family.
Sarah, a staff nurse specialising in mental health, works at the Darwin Court Care Centre in Lichfield, looking after adults aged over 50. Many suffer with dementia or challenging behaviour.
“It’s a horrible disease,” says Sarah. “It can bring out a side in people that their families haven’t seen before. It’s hard work but it’s very rewarding. My oldest patient is 104 and she’s still going strong.
“I have always been a carer since I was 17. I get a lot of satisfaction out of my job. Darwin Court is a new home but I’ve already had clients say ‘if it wasn’t for you…’ so it’s great to make a difference. Simple things can matter. I had an elderly lady change to a more comfortable mattress and she’s so much happier.
“I love the caring side of my job, not just the medication.”
Sarah, one of six children, trained to be a nurse with her mum who’d always wanted to be a nurse but waited until her children were grown up. “I encouraged her to do it,” says Sarah. “We spent three years studying. She now works as a manager of an eating disorder unit. My daughter Samantha, aged five, also wants to be a nurse!”
Sarah and husband Ian also have a two-year-old son called Charlie and the family have spent a chunk of her tax rebate on outings to theme parks.
“We’ve been to Monkey Forest and to Thomas the Tank Engine at Drayton Manor,” says Sarah. “They were great days out and I’m keeping the ticket stubs for the kids’ memory boxes. I’ve also spent the money on clothes for them.
“I found out about Healthcare Worker Tax Rebate when a friend shared a link on Facebook. I have to pay for my uniform so it’s very helpful to claim for that, and I’ve also claimed for my subscription to the Nursing Midwifery Council, union fees, subscriptions to essential magazines for mental health and nursing and care of older people, and my CRB security check.
“I never knew I could claim for these. It’s shocked me how many people don’t know about it. I’ve now shared it with 200 people on my Facebook page. A lot of my friends have claimed too and they’re very happy.
“The claim process was simple and it was quick. I had my rebate within four weeks.”