Personal Tax Services
By using any of Trust Tax Pro 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
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, URL to be determined.
2. OUR FEES
2.1: We will receive refunds from HMRC on your behalf and deduct our charges in accordance with our fee structure before making a payment to you.
2.2: Our standard fee is 30% 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 may not contact you regarding this.
2.4: Our charges apply to all refunds received, including but not limited to 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.
3. YOUR OBLIGATIONS
You must provide all required permissions and information necessary for us to offer the Services. Failure to do so may result in the termination or suspension of Services.
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 at any stage without providing a reason.
8.2: You may cancel your claim before submission to HMRC but may incur a £25 cancellation charge.
8.3: Claims cannot be canceled once submitted to HMRC or once a refund has been approved by HMRC.
9. REPAYMENTS MADE BY US TO YOU
9.1: We will issue repayments via cheque after receiving cleared funds from HMRC.
9.2: Cheques will be canceled one year from the date of issue. An admin fee of £25 plus VAT will apply for reissuance.
10. DATA PROTECTION AND MONEY LAUNDERING
For details on how we process your data, please refer to our Privacy Policy on our website.
11. LIABILITY AND INDEMNITY
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.
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. 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.
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