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Tax Refund Claim Form
leeegglestone
Posts: 2,592 Forumite
This week at work some Unision Flyers have been going around about a Tax Refund Claim Form. Its also available here
https://secure.taxbuddies.com/ptsindexUnison.php?userid=4000000253&ref=unison
Hope its ok to post it as well its related to my query.
This company will then take a 40% cut of whatever successful Refund your entitled to.
We were wondering, is there not a way to find out if your owed some Tax & get the full amount yourself.
Anyone got any thoughts, as i thought if unision are advertising it & there is a way to claim what is rightfully yours without losing money, well it should be brought to ppls attention.
Lee
https://secure.taxbuddies.com/ptsindexUnison.php?userid=4000000253&ref=unison
Hope its ok to post it as well its related to my query.
This company will then take a 40% cut of whatever successful Refund your entitled to.
We were wondering, is there not a way to find out if your owed some Tax & get the full amount yourself.
Anyone got any thoughts, as i thought if unision are advertising it & there is a way to claim what is rightfully yours without losing money, well it should be brought to ppls attention.
Lee
0
Comments
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All you need to do is write a letter to your local tax office detailing why you think you need a refund and if possible enclose copies of your P60's/payslips for the period.
The tax office will then check free of charge and issue any payments to you.I no longer work in Council Tax Recovery but instead work as a specialist Council Tax paralegal assisting landlords and Council Tax payers with council tax disputes and valuation tribunals. My views are my own reading of the law and you should always check with the local authority in question.0 -
Well if thats the case, why would Unision advertise a company who take £40 if its that simple to do.
hmmm0 -
Unison get a kickback for each person they have referred ?, like they do with insurance etc.
Often, if its an obvious overpayment on your records, HMRC will issue a cheque automatically without any propmting.
All these companies are doing is writing on your behalf, they like to create the myth that its difficult in order to further their own profitsI no longer work in Council Tax Recovery but instead work as a specialist Council Tax paralegal assisting landlords and Council Tax payers with council tax disputes and valuation tribunals. My views are my own reading of the law and you should always check with the local authority in question.0 -
Hiya you just need to fill in this form:
R40 form
and I would personally photocopy your p60 and send it with it (although it says on it you don't have to) - they then will issue you a refund.
Form is real easy to fill in too. You can just print it out and send it.
karCurrent Mortgage - £156,633:eek:Expecting baby no. one on 27th Oct 20100 -
I got a letter yesterday stating that I have overpaid tax. So I called them gave them info from my last sal slip and they also asked for my p60, which I am waiting for, they will action refund sometime next month.
No fee or expenses!MFWB
Mortgage when started: £232,000
Current mortgage Sept 2024: £232,000
Mortgage free day: Sept 2029
Saving: £12k 20250 -
How do I know how much tax I've paid on my savings this year?0
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mr_fishbulb wrote:How do I know how much tax I've paid on my savings this year?
The banks/investment organisations should tell you. They normally send out this information from about mid April onwards.
The HMRC website FAQs give more information about this.0 -
kar wrote:Hiya you just need to fill in this form:
R40 form
and I would personally photocopy your p60 and send it with it (although it says on it you don't have to) - they then will issue you a refund.
Form is real easy to fill in too. You can just print it out and send it.
kar
Do you actually get a refund if you fill in this form? I have just filled in the tax refund form but haven’t yet sent it off thought I might check the forums first regarding this .0
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