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TAX REBATES

INTRODUCTION:

Tax Rebates are claimable by most foreigners who work in the UK for either a portion of the year, are taxed on an emergency tax code, are working under the Construction Industry Scheme (CIS), or have earnings less than the tax threshold (£5,225 in 2007/8).

 

 

Rebate Calculator


Where you have not worked a full tax year, you will still be taxed as such, and will thus have a portion of your personal allowance due to you.

Where an emergency tax code ( usually identified by the letters BR, M1, MTN1, W1, X ) is applied, you will be taxed at a higher rate than required, and thus have a rebate due to you.

Under the CIS scheme, you will be taxed at a gross rate of 18%, and will not have any of your expenses set off against your taxable income, thus allowing you to claim a portion of the tax back.

 

FAQ'S

What fees do you charge?
For standard rebates, our fees are charged at a rate of 12.5% of the amount rebated, limited to a minimum of £25.00 per claim.

Where rebates are not achieved, no fees will be levied.

Can I claim for more than 1 year?
Yes, you are able to claim for as many years as you like, going back as far as 6 years.

What Documents are required?
You will need all your P45's, P60's, or CIS vouchers covering you periods of work. Where these have been mislaid, a statement of earnings and deductions from your employers will suffice. Details of any other income will also be required.

How long does a rebate take?
Usually rebates are processed by the inland revenue in around 6 - 8 weeks. A temporary NI number or incomplete information may slow this process down, but will not prevent you from claiming. In some cases, without explanation, Inland Revenue may take even longer that this.

Where will you pay me my rebate?
Rebates can be paid into any account nominated by you in the UK. Cheques can also be made out to you or your nominee, and posted to you. Direct payments to Australia, New Zealand, or in Euro can be made at a cost of £10.00 per payment.

How do I claim?
Download the forms above, following the instruction sheet, completing the details and signatures where required. Post the completed forms with your P60's, P45's CIS vouchers or statements of earnings to us. Sit back, relax, and wait for your rebate to be paid to you.

When can I put in a claim?
You can claim for any completed tax year immediately, and the current tax year if you are leaving, and not returning during the tax year.

Can I only claim tax back from some jobs?
No, you have to list all jobs that you worked in. If you have not claimed before, you will have to supply proof of earnings covering all jobs since your arrival in the UK.

Why has my rebate has taken longer than 8 weeks?
There are a number of reasons that may cause this, the most familiar being :
- Incomplete information supplied when completing the forms (i.e. not all jobs listed)
- Only having a temporary NI number
- Overbearing workload of Inland Revenue officials, especially during busy periods

 


 

 
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