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A Trusted Service
Trading
Since 2013
£
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Refunded Rated 9/10
With our strong
market presence,
trusted service, and
long-standing relationship
with HMRC, we are
well-placed to help
you with your HMRC
Professional Registered
Staff tax needs.
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Claims
Thank You
for submitting your tax
refund application with us
Rest assured that our dedicated tax experts will work tirelessly
on your behalf to make sure that you will receive the maximum
refund due to you.
Please look out for frequent updates from our team via email
and text message.
Best wishes,
James Reynolds
James Reynolds
Personal Tax Advisor
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Terms and Conditions
Version 9 effective 01/01/2023
These are the Terms and Conditions of your contract with Tax Returned Limited. In these Terms:
“we” “our” and “us” refers to Tax Returned Limited. We set out our contact details in Paragraph 20.
“you” and “your” refers to any person who has accepted these Terms.
Contents:
1. Definitions
12. Our Liability
2. Contract
13. Events Outside Our Control
3. PAYE Claims
14. Data Protection
4. Self-Assessment Claims
15. Cancellation and Termination
5. Marriage Allowance Claim Form
16. Transfer of Rights
6. Our Estimate Page
17. Survival Clauses
7. The Tax Agent Authority
18. Entire Agreement
8. The Deed Of Assignment
19. Jurisdiction
9. Your Acknowledgments and Responsibilities
20. Complaints and Your Consumer Rights
10. Our Responsibilities
21. Our Contact Details
11. Fees
1. Definitions
1.1 In these Terms, when the following words begin with a capital letter, they shall mean:
i. Allowance: an amount of income that is tax-free.
ii. Application: the online application form you complete on the Website to provide us with the information we need to offer our Services.
iii. Claim: a claim for a tax refund that we submit to HMRC on your behalf.
iv. Marriage Allowance Application: the “Marriage Allowance Tax Claim” form which you or your spouse/civil partner complete on our Website to provide us with the information we need to offer
our Marriage Allowance Services.
v Claim Form: the tax claim form being used to claim your tax refund, along with a Deed of Assignment.
vi. Marriage Application Claim Form: the “Marriage Allowance” claim form which you and your spouse/civil partner complete on our Website.
vii. Claim Pack: a Claim Form and a Tax Agent Authority form.
viii. Marriage Allowance Claim Pack: the “Marriage Allowance Tax Claim” form and a Tax Agent Authority form.
ix. Claim Period: the tax years listed on your Claim Form.
x. Confirmation: the action that forms a contract between the parties.
xi. Contract: a binding legal agreement between you and us that is subject to these Terms.
xii. Cooling-Off Period: a 14-day period commencing on the day following your Confirmation, during which you have the contractual right to cancel the Contract.
xiii. Deed of Assignment: a form that transfers to us the right to receive all refunds from HMRC on your behalf for the tax years specified on the form.
xiv. Digital Tax Records: digital services offered by HMRC which allow the user to view and manage a person”s tax information online.
xv. Fees: the fees (including any applicable VAT) that we charge for performing the Services.
xvi. HMRC: His Majesty’s Revenue & Customs
xvii. Refund: money you may be owed by HMRC for overpaid tax.
xviii. Services: services or matters we specify in these Terms that we will undertake (including, without limitation, the submission of a Tax Agent Authority, Tax Return, Marriage Allowance Claim
Form or Claim Form to HMRC, and tax agent services including but not limited to the annual tax review).
xix. Tax Agent: a person or organisation whom you authorise to discuss your tax affairs with HMRC on an ongoing basis.
xx. Tax Agent Authority: an official HMRC form (Form 64-8 “Authorising Your Agent”) authorising us as your Tax Agent that we submit to HMRC on your behalf.
xxi. Tax Return: a SA100 form used in a self-assessment tax return
xxii. VAT: a value-added tax of 20% (figure correct at the effective date of these Terms listed at the start of this document).
xxiii. Website: the taxreturned.co.uk and getyourtaxreturned.co.uk domains are available on desktop or mobile.
2. Contract
2.1 When a Contract is created: A Contract will be created each time you accept our Terms and press the “Submit” button on the Website to:
i. complete an Application; or
ii. complete a Marriage Allowance Application; or
iii. approve a Tax Return.
2.2 What is considered a Confirmation: The actions set out in Paragraph 2.1 are in each case known as your Confirmation.
2.3 What a Confirmation is not: The Confirmation of a Contract does not constitute an agreement by us to submit a Claim to HMRC except in accordance with these Terms.
2.4 A binding agreement: Upon the Confirmation of a Contract, both you and we will be bound by these Terms, and we will commence the relevant processes outlined in Paragraphs 3, 4 and 5.
3. PAYE Claims
3.1 Who this applies to: This Paragraph 3 applies to anybody who completes a Confirmation under Paragraph 2.1.
3.2 The Claim Pack: After pressing the “Submit” button on the Website, we will automatically generate a Claim Pack which will be presented to you to apply your signature digitally:
i. You must check the details in the Claim Pack and contact us to correct any incorrect information.
ii. You must sign a Claim Form for us to process your Claim.
iii. We can process your Claim with a signed digital or a signed physical Claim Pack as set out in Paragraph 3.3 below.
iv. If you do not sign your Claim Pack digitally, we will send you correspondence by email and/or SMS, reminding you to sign your Claim Pack.
3.3 Physical version of the Claim Pack: If you do not digitally sign your Claim Pack within two weeks of your Application:
i. We may send a physical version of your Claim Pack to your postal address
ii. If you subsequently sign your Claim Pack digitally (after we have sent a physical version to your address) we may proceed with the digitally signed version and will not require the
physically signed version to submit a Claim to HMRC on your behalf.
3.4 Our assessment of your Claim: Once we receive a signed Claim Form, we will assess your Claim to determine whether we will pursue your Claim and submit it to HMRC. This assessment is for internal use
only and uses several automated methods to assess your Claim.
3.5 Digital Tax Records: We will request that you grant us access to your Digital Tax Records to assist us with the assessment described in Paragraph 3.4 above. If you grant us access to your Digital Tax
Records:
i. We will also use this to investigate whether you are eligible to claim any further expenses. If you are eligible, we may contact you with a link to submit these additional expenses as described in
Paragraph 3.8 below.
ii. We may perform an annual check for overpaid tax for the duration of your Contract and may contact you by phone/SMS/email regarding this.
3.6 If we cannot access your Digital Tax Records: If you do not grant us access to your Digital Tax Records, we will not be able to provide an annual update on your tax account although we may still be able to
contact you with a link to submit additional expenses.
3.7 Alternative methods of assessing your Claim: If you do not give us access to your Digital Tax Records, we may use alternative methods (including automated decision-making) to perform our assessment.
Please see our Privacy Policy for more information.
3.8 Submitting additional expenses relating to your claim: After completing our assessment of your Claim, we may ask you to provide details of additional expenses/allowances that you may be due, such as
mileage or tools.
3.9 Our decision to submit your Claim: We will submit your Claim if it satisfies our assessment parameters. However, a decision to submit your Claim is not a guarantee of a Refund or a specific Refund amount
being received from HMRC.
3.10 Our decision not to submit your Claim: If we decide not to submit your Claim, we may write to you and inform you of this decision. A decision not to submit your Claim is not indicative of any potential
outcome should you choose to submit a claim to HMRC independently.
4. Self-Assessment Claims
4.1 Who this applies to: This Paragraph 4 will only apply to you if you have a Unique Taxpayer Reference number.
4.2 Accessing your Self-Assessment records: If you have a Unique Taxpayer Reference number and we submit a Tax Agent Authority to HMRC, HMRC will give us access to your Self-Assessment records.
4.3 Preparing and approving a Tax Return: If we believe that you may benefit from filing a Tax Return, we may:
i. prepare a draft Tax Return.
ii. contact you and ask that you review and add any applicable income and expenses to that Tax Return.
iii. ask you to approve the Tax Return under Paragraph 2.1(iii), for submission to HMRC pending our final assessment. If you do not approve the Tax Return, we will be unable to submit it to HMRC.
4.4 Making changes to your draft Tax Return: If you notice any errors or wish to make any changes to your draft Tax Return, you must contact us and request that we amend it accordingly.
4.5 Our final assessment of your draft Tax Return: If you approve a Tax Return as per Paragraph 2.1(iii), we will perform a final assessment before we submit it to HMRC. If we are not satisfied with the details on
your Tax Return, we reserve the right not to submit it to HMRC. This is not indicative of any potential outcome should you submit it to HMRC independently.
4.6 No obligation to approve or submit any Tax Returns: You are not obliged to approve any Tax Returns we prepare for you as part of the process outlined in Paragraph 4.3.
4.7 Our decision not to submit a Tax Return: After reviewing your Self-Assessment records or after making a final assessment under Paragraph 4.5 above, we may decide not to submit a Tax Return on your
behalf. Our decision not to submit a Tax Return is in no way indicative of whether you have a requirement to file a Tax Return with HMRC for the relevant tax years.
4.8 No liability for additional outstanding Tax Returns: If we submit a Tax Return to HMRC on your behalf, we assume no liability for any other outstanding Tax Returns which you may be required to file, where
we reasonably believe that HMRC has also contacted you directly to inform you of your requirement to file.
11. Fees
11.1 No win, no fee: If you are not due a Refund, we will not charge a fee for the Services.
11.2 Our fees: If you are due a Refund, we will charge you a fee of:
(a) 28% (+VAT) (which is 33.6% at the current rate of VAT) of your Refund; plus
(b) £50 (+VAT), which is £60 at the current rate of VAT.
11.3 Refund below our Fees: If your Refund is less than our Fees, our Fees will be limited to the amount of your Refund.
11.4 Multiple refunds: If we receive more than one Refund on your behalf in a 12-month period (from 6th April to 5th April), we will calculate our Fees based on the cumulative value of Refunds received on your
behalf during that period.
11.5 HMRC sends the Refund to us: When HMRC sends a Refund directly to us, we deduct our Fees and send you a cheque for the balance of your Refund to the address provided in your Application.
11.6 HMRC sends the Refund to you or a third party: If HMRC incorrectly sends a Refund directly to you or a third party, we will:
i. contact HMRC and ask that the Refund is reissued to us in accordance with the Deed of Assignment; or
ii. send you an invoice for our Fees.
11.7 Fees for a Claim submitted to HMRC before cancellation/termination: Fees will still apply to any Claim submitted to HMRC before the cancellation or termination of a Contract.
11.8 Unrelated Refund administration fee: In the event of an unrelated Refund, as set out in Paragraph 8.2 above, an administration fee of up to £96 (including VAT) may be applied to cover our costs in
establishing the cause of the Refund and processing the payment to you.
11.9 Replacement payment fee: If you request a replacement payment, we will cancel the original cheque (if already issued) and reissue the payment to you. This may be subject to an administration fee of up to
£36 (including VAT) to cover our costs, including bank charges.
11.10 International payments: If you ask us to transfer any monies outside the UK, we may charge an administration fee of up to £60 (including VAT) to cover our costs, including bank charges.
11.11 Recovery of unpaid Fees: We may take steps, including but not limited to legal action, to recover any unpaid Fees. This may include deducting any outstanding Fees from future Refunds received from
HMRC on your behalf.
11.12 Verification and identity checks: We may perform security checks before sending you a payment, including requesting photo ID and proof of address to verify your identity and/or the identity of any
nominated recipients.
11.13 Issues with your Refund or cheque: You have 12 months from the date we issue a cheque to notify us in writing of any issues relating to your Refund or request a replacement cheque. If you fail to contact
us within that time, we may be unable to review your issue or reissue your cheque.
11.14 Uncashed cheques: We reserve the right to cancel any cheque that remains uncashed 12 months from the date of issue and retain the entire Refund amount.
11.15 Interest: We shall have the right to charge interest on any amount overdue to us at a rate of 4% per annum above HSBC Bank Plc’s then current base rate of interest. The interest will accrue daily from the
payment due date until the date of actual payment of the overdue amount. You must pay us interest together with any overdue amount. However, if you dispute any portion of our Fees in good faith and contact
us promptly to let us know that you dispute it, interest will not apply on that amount for the period of the dispute.
19. Jurisdiction
19.1 Governing law and jurisdiction: These Terms and the Contract are governed by English law. Both parties agree to submit to the exclusive jurisdiction of the English courts.
19.2 Resolving disputes in court: Legal proceedings in respect of a Contract may be brought in the English courts. If you live in Scotland, you can bring legal proceedings in respect of a Contract in either the
Scottish or the English courts. If you live in Northern Ireland, you can bring legal proceedings in respect of a Contract in either the Northern Irish or the English courts.
21.2 How you can contact us: If you wish to contact us, or exercise any of your rights or obligations under these Terms to provide us with written notice, you can contact us by e-mail at info@taxreturned.co.uk ,
or by pre-paid post at:
Cancellation Form
Complete and return this form only if you wish to withdraw from your Contract with Tax Returned Limited
I hereby give notice that I wish to cancel my contract with Tax Returned, entered into on [insert date].............................
I acknowledge that Fees may still apply to Claims submitted to HMRC on my behalf before the cancellation of this Contract.
Send the completed Cancellation Form by email to: info@taxreturned.co.uk or by post to: