A clear checklist for your records
A dedicated point of contact
Scope and fees agreed before we start
FROM A QUESTION TO A CLEAR ANSWER
Your tax paid.
Carefully reviewed.
Whether it’s employment tax, relevant expenses or a possible overpayment through Self Assessment, we’ll explain what needs checking and agree the right support.
01 / REVIEW
Check the full picture.
We review your income, tax paid and relevant circumstances to understand whether an overpayment may have arisen.
02 / EXPLAIN
Know what the figures mean.
We check the supporting records, explain the position and discuss any eligible claim before you decide to proceed.
03 / CLAIM
Take the next step clearly.
We prepare the agreed claim for your approval and submit it once authorised, keeping you informed about the next steps.
Know what’s included.
We’ll agree the years and issues to review, the claim work included and how fees will be paid. Tax return preparation, earlier-year corrections and other additional work are scoped separately where needed. A refund is not guaranteed.
Income and tax paid
P60s, P45s, payslips and tax code notices for the years concerned. Tell us about other income as well as your employment.
Expense records
Receipts, relevant mileage records and details of why costs were incurred, including anything reimbursed by your employer.
Changes in your circumstances
Dates of job changes, periods out of work and other changes you think may be relevant to the tax paid.
Earlier claims and HMRC letters
Previous returns, refund claims and correspondence, so we can understand what has already been reported or repaid.
GETTING STARTED
Four steps.
From review to claim.
Know what to share, what we’ll check and when you need to review and approve the information.
Tell us what you need checked.
Start with the years involved and why you think you may have overpaid. We’ll explain the proposed scope and fee.
Share the supporting records.
We’ll provide a tailored checklist and explain how to share your information securely, then follow up on missing details.
Review the position together.
We explain our findings and any claim that can be made. You check the information and approve the agreed submission.
Submit and follow the next steps.
Once authorised, we submit the claim through the appropriate route and explain any further information or action needed.
KEEP THE WORK CONNECTED
Keep your wider
tax position connected.
A possible refund may be part of a broader tax return or income review. We’ll explain how the relevant services fit together.