Terms and Conditions
By using any of Tax Pro Group Limited's services or making a claim with us, you are agreeing to the following Terms & Conditions.
If there are any parts of this agreement that you are unclear about, please consult us before proceeding on 0330 822 6040.
1. DEFINITIONS
- "We," "Us," and "Our" refer to Tax Pro Group Limited, Company number 15046741.
- "You" and "Your" refer to you or your nominated representative using our service on your behalf.
- "Claim" refers to your instruction for us to recover overpaid tax from HMRC.
- "Claim Form" refers to the signed instruction you provide, enabling us to act on your behalf.
- "Website" refers to our company's website, https://taxpro.co.uk/.
- “Privacy Policy” means the terms which set out how we will deal with confidential and personal information received from you via the Website;
- “Services” refers to any and all of the services advertised and provided by TaxPro including (but not limited to) HMRC Expenses Claims, HMRC Tax Returns and other Tax affairs.
2. OUR FEES
2.1
Under normal circumstances we take our fee from your refund when we received it from HMRC, so you have nothing to pay up front. If you have a liability owed to HMRC that was not known to us at the time we submitted your Tax Refund claim, we reserve the right to seek payment of the full charge from you for the services we provided.
2.2
Our standard fee is 37.5% plus VAT of any refund we obtain for you.
2.3
A minimum fee of £50 plus VAT will apply to any successful claim. If the refund from HMRC does not cover this cost, the claim will be closed, and we will contact you to inform you of this.
2.4
Our charges apply to all refunds received, including those related to employment expenses such as underpaid mileage, laundry, uniform, food, tools, and other work-related expenses.
2.5
If a tax refund was already in the process before you initiated a claim with us, and we receive it as a result of your claim, our fees as outlined in 2.2 and 2.3 will apply to the entire refund.
2.6
If you can provide satisfactory evidence that a refund was already in process before your claim, we may consider a partial refund of our fee but are under no obligation to do so.
2.7
We reserve the right to charge a further administrative fees for additional administration caused by further Tax Affairs that are not related to the Claim submitted by Tax Pro on your behalf. If this happens, you will be provided with an itemised invoice and the charges will not be in excess of £150.
2.8
We review our fee rates once a year, and we will advise you of any changes to them before they affect you. If you wish to cancel the contract, please refer to paragraph 8.
3. YOUR OBLIGATIONS
3.1
You agree to co-operate with us to your fullest extent so that we can provide the services in accordance with our obligations.
3.2
You must provide us with all required permissions Tax Pro Group may need to process your claim or tax affairs.
3.3
You agree to provide us with any relevant information needed within a prompt timeline and agree to make sure that this information is true, accurate, correct and complete, including taking all the necessary steps to get this information from other sources if required.
3.4
You agree to keep accurate records and receipts as required by HMRC to support your Tax Refund claim and retain them for seven years following the tax year to which your Tax Return relates.
3.5
You must tell us about all your sources of income and the amounts you receive, including but not limited to, any PAYE, self-employed, pension or rental income and any benefits received in every tax year for which Tax Pro is completing a Tax Refund claim or Tax Return. You must also provide honest, accurate and correct details of the money you have spent for the purposes of your work or business, and provide documentary evidence to support your spending when we request it.
3.6
You are responsible for approving any Tax Refund claim or Tax Return before we submit it to HMRC. Your approval may be given by providing an approval on a Tax Pro Forecast, in writing or via email.
3.7
You accept that you may have to pay back any money received where the claim was based on incorrect information provided by you. If that happens, you will have no right to claim back any money from Tax Pro, including our fee, unless we have made an error too.
4. WHAT WE WILL RECOVER FOR YOU
4.1
When you make a claim with us, we will work on your behalf to recover any tax overpayments you have made to HMRC, including but not limited to employment expenses.
4.2
We will seek refunds for any tax years specified on your Claim Form.
4.3
Our fee will apply to any tax you have overpaid due to any reasons, including but not limited to incorrect tax codes or emergency taxes.
5. OUR RESPONSIBILITIES IN PROCESSING YOUR CLAIM
5.1
We will use the information you provide to assess, calculate, and submit your claim to HMRC.
5.2
We aim to submit your claim within 14 days of receiving your signed Claim Form, although this is not guaranteed.
5.3
If further information or clarification is needed, we will attempt to contact you. We reserve the right to cancel, hold, or amend your claim before submission to HMRC.
6. DISCLAIMER
6.1
We are not responsible for any rejection or lesser refund due to false or inaccurate information provided by you.
6.2
We are also not responsible if you have already applied for and/or received a tax refund prior to making a claim with us or if you owe money to HMRC.
6.3
If HMRC requests a refund to be paid back, we are not obliged to refund our fee.
7. YOUR ESTIMATED AND ACTUAL REFUND
7.1
We may provide you with an estimate of your refund, but this is not a guarantee.
7.2
We are not liable if the actual refund is less than the estimated amount or if there is no refund.
8. CANCELLING YOUR CLAIM
8.1
We reserve the right to cancel your claim and end your contracts with Tax Pro Group Limited at any stage without providing a reason.
8.2
You have 14 days after the date we confirm to you that we have accepted your signed authority form 64-8 to change your mind about it. This is known as a ‘cooling-off’ period. Your right to cancel is subject to some conditions as set out below.
8.3
To let us know you want to change your mind, contact us by phone on 0330 822 6040, or by contacting the team member managing your claim.
8.4
After the 14 day cooling-off period has passed, you may request to cancel our contract and no further work will be carried out on your behalf, however, if we have submitted a Tax Refund Claim for you and have not been able to recover our fees from the Refund it goes on to generate, you may be liable to pay our fees for this work that was carried out pre-cancellation.
9. REPAYMENTS MADE BY US TO YOU
We will issue repayments via Bank Transfer after receiving cleared funds from HMRC.
10. DATA PROTECTION AND MONEY LAUNDERING
10.1
For details on how we process your data, please refer to our Privacy Policy on our website, https://taxpro.co.uk/privacy-policy/.
10.2
We are registered as a fee payer with Information Commissioner’s Office under registration number ZB697382.
10.3
We are registered with HMRC for money laundering supervision (as required under the UK’s Money Laundering Regulations). Our registration number is XAML00000208483. The Money Laundering Regulations require us to check your identity and keep evidence that we have done so. We may carry out electronic searches against your name – for example, against the electoral register - and may ask you to send us photographic ID and two proofs of address so that we can provide the services which fall within the scope of the Money Laundering Regulations.
We are registered as a fee payer with Information Commissioner’s Office under registration number ZB697382.
10.3
We are registered with HMRC for money laundering supervision (as required under the UK’s Money Laundering Regulations). Our registration number is XAML00000208483. The Money Laundering Regulations require us to check your identity and keep evidence that we have done so. We may carry out electronic searches against your name – for example, against the electoral register - and may ask you to send us photographic ID and two proofs of address so that we can provide the services which fall within the scope of the Money Laundering Regulations.
11. LIABILITY AND INDEMNITY
11.1
Our total liability is limited to the total Fees payable by you under the Contract. We are not responsible for any penalties incurred unless specifically agreed upon. And therefore you may be responsible for any losses caused by us or our services.
11.2
Nothing in these terms shall limit or exclude our liability for:
- Death or personal injury caused by our negligence, or the negligence of our employees, agents or subcontractors (as applicable);
- Fraud or fraudulent misrepresentation;
- Breach of the terms implied by section 12 of the Sale of Goods Act 1979 or section 2 of the Supply of Goods and Services Act 1982;
- Or any other matter in respect of which it would be unlawful for us to exclude or restrict liability.
12. SEVERANCE
If any part of these Terms and Conditions is found to be unlawful or unenforceable, that part will be deemed severed and the remaining provisions will remain in effect.
13. CHANGES & TERMINATION
We can alter these terms to reflect changes in law or our business operations or changes in fees, but if we do so we'll notify you and you can then contact us by phone on 0330 822 6040 to end the contract before the change takes effect and receive a refund for any services you've paid for in advance, but won't receive.
14. LAW AND JURISDICTION
These Terms and Conditions are governed by and interpreted according to English law. All disputes are subject to the exclusive jurisdiction of the English courts.