Terms & Conditions
Material contained in the website is for general information and guidance purposes only. Any information found on the website is subject to change without notice.
While all reasonable care is taken by us to ensure that the content of the web site is accurate and up to date, material on the web site is provided without any warranties of any kind, either express or implied. To the full extent permitted by law, accepts no liability whatsoever for any loss or damage which may occur, resulting from the use of any material obtained from the website
We will not be held responsible for any underpayment of tax that arises from any attempt to try and reclaim any tax from HMRC.
We are not responsible for the refund of tax where:
the customer has provided information which is false, inaccurate, incorrect, insufficient or misleading in any way;
the customer has already received a refund;
the customer has already applied for a refund, either directly or through another person, natural or legal;
the customer owes money to the tax authority.
the tax authority has different information on its system than that provided by the customer
the tax authority information leads to a decision that the customer is not due a refund. Where there is a possible case for appeal within the law, such measures will be the responsibility of the customer, however we will provide a refund of fees charged per claim up to the extent of the loss
We will receive refunds from HMRC on behalf of the customer and deduct charges in accordance with those quoted on the website prior to making a refund by to a prepaid VISA card (Uniform Benefits card).
We reserve the right to issue any refund by cheque at our discretion.
Standard pricing is 28%, plus VAT, where due on any refund payment HMRC send us before passing payment on to you, subject to a net minimum refund of £20. In explanation, if the refund net of our charges and VAT is less than £20 we will make an additional supplementary charge up to but not exceeding £10.30, inclusive of VAT where due, to cover any amount below £20.
The charge is levied on all refunds recieved from HMRC covered by the claim period (4 previous years) regardless of reason.
OTR does not have any rights or obligations to tax refunds recieved after the filed claim.
We reserve the right not to contact unsuccessful claimants.
The customer has the right to cancel the contract within 7 days of entering a claim. Returning the paper forms forgoes the right to cancel the contract.
The obligation to chase any refund in progress with HMRC remains with the customer.
In the event that a replacement cheque is required we will charge an administration fee of £25 + VAT for each additional cheque following the original.
Should we agree to raise the deed of assignment over a taxpayer's account any such action will be subject to a £50 + VAT administration fee.
Where refunds remain unclaimed for more than a year we will charge a £25 holding fee against funds not claimed, annually, on the anniversary of the date of issue of the original settlement cheque to the client, if the cheque remains uncashed. Additional dormancy fees apply to the Uniform Benefits card.
Online Tax Rebates Limited or one of it’s related parties may earn commission on certain usage of the Uniform Benefits card.
Online Tax Rebates Limited is a member firm of the Institute of Chartered Accountants of England and Wales and can be found on the ICAEW register of firms, all business is undertaken in accordance with the ICAEW code of ethics. If you submit a claim through Online Tax Rebates Limited you can register any grievance about the service you receive from us with the Principal of the firm on the following email address: email@example.com or on our compliance line 0845 2185231. You can also register a non-judicial dispute for resolution with the Institute of Chartered Accountants of England and Wales, details of this process can be found on the ICAEW website.
In accordance with the disclosure requirements of the Provision of Services Regulations 2009, our professional indemnity insurer is HCC International Insurance Company Plc., Walsingham House, 35 Seething Lane, London, EC3N 4AH. The territorial coverage is worldwide excluding professional business carried out from an office in the United States of America or Canada and excludes any action for a claim brought in any court in the United States of America or Canada. The Policy number is PI13S677647.
By using this Site, you signify your awareness of these terms and conditions. If you do not agree to this statement, please do not use our Site. We reserve the right, at our discretion, to change, modify, add, or remove portions from this statement at any time so visitors are encouraged to review this statement from time to time. Your continued use of our Site following the posting of changes to these terms means you are aware of these changes.
These terms are governed by, and shall be interpreted in accordance with, the law of England and Wales. Any disputes or claims arising shall be subject to the non-exclusive jurisdiction of the courts of England and Wales.
Please also see the terms & conditions for the Uniform Benefits card by clicking here.