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Tax Refund

Hi,

My DH has received a form in the post from his Union.

The form is from The Tax Refund Company.

They are offering to investigate if he is due a refund but they keep 40p out the £ of any money awarded.

I'm sure there is an MSE way

Can anybody help?
Proud to be dealing with my debts
DD Katie born April 2007!
3 years 9 months and proud of it
dreams do come true (eventually!)

Comments

  • jem16
    jem16 Posts: 19,900 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    Forget them!

    If he feels he is due a refund then simply contact HMRC and ask for it - will cost nothing.

    However would there be a reason that he might be due a refund? If he is on PAYE and has not changed jobs recently it is failry unlikely that he would be due a refund.
  • BoGoF
    BoGoF Posts: 7,098 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    What line of work is he in ?
  • MadDogWoman_2
    MadDogWoman_2 Posts: 2,376 Forumite
    He's a baggage handler at an airport, I think it's to do with tax relief for wearing and laundering a uniform for work.
    Proud to be dealing with my debts
    DD Katie born April 2007!
    3 years 9 months and proud of it
    dreams do come true (eventually!)

  • jem16
    jem16 Posts: 19,900 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    If he has a uniform with a logo on that he's expected to wash then yes he's entitled to an extra personal allowance.

    Simply phone up HMRC and ask for the allowance - his tax code will be adjusted. You can also claim back 6 years.

    HMRC will do this all for nothing as well.
  • TM1976
    TM1976 Posts: 717 Forumite
    jem16 wrote: »
    If he has a uniform with a logo on that he's expected to wash then yes he's entitled to an extra personal allowance.

    Simply phone up HMRC and ask for the allowance - his tax code will be adjusted. You can also claim back 6 years.

    HMRC will do this all for nothing as well.

    It doesn't have to have a logo, it's a common misconception, it just has to be clearly a uniform - would a member of the general public recognise it as a uniform in the street?

    If it's got logos or corporate branding this will however turn otherwise ordinary clothing "into a uniform". The logos/branding must be visible and attatched to the clothing - a removeable badge won't do.

    You can claim for protective clothing too, which I imagine your husband will have. This doesn't need any logos at all because it fulfils a safety purpose.

    Some trades have a flat rate allowance that is applicable and may be higher than the flat rate allowance, however I don't believe there is a nationally agreed allowance for airline staff.

    Write a letter explaining exactly what you qualify for, detail the years and ask for a cheque as a refund, this is better than a tax code change.
  • MoodyBlues
    MoodyBlues Posts: 281 Forumite
    Definitely he should just contact the HMRC. It's all straightforward, and free.
    Total debt at lightbulb moment (Jan 2010): £23410
    Target for Dec 2011: £17000
    Lloyds - Early Jan: £[STRIKE]2040[/STRIKE] Feb: £[STRIKE]2050[/STRIKE] Mar: £0
    Other Lloyds @ highest: £9800 Feb: £9800

    Current debt: £23420
  • TM1976
    TM1976 Posts: 717 Forumite
    MoodyBlues wrote: »
    Definitely he should just contact the HMRC. It's all straightforward, and free.

    True, it's important to know why you are claiming though because they will turn it down if you don't know the rules.

    Typically HMR&C would ask if his uniform has logos, he'd say no and they would say he couldn't claim. In fact he can claim logos or not because he has protective clothing, this is why so many people this he has to have logos.

    Also they would change his tax code when in fact he is better off with a cheque.

    HMR&C will give you help but they won't necessarily give you the best advice.
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