Sorry, the signature went outside the creation area, please sign within the box.
We may need to split up your forms into several separate forms. We do this for ease of processing and due diligence reasons. We are only able to split up your form for the years that you have authorised us to act on your behalf.
We may need to update some information on your forms such as your full name (obtained from your digital tax records), in order to match with HMRC’s records to avoid your claim being rejected for not matching with information held by HMRC.
HMRC have specific requirements as to which claim templates are required depending on the type of claim being made. We ensure that the correct template is sent to HMRC containing all the claim information that you have provided, including any relevant additional information.
The claim form contains details of your claim. Your claim form includes a nomination for us (Tax Returned Limited, acting on your behalf as a professional that charges a fee for our service) to receive your tax refunds on your behalf for the years relevant to the claim period. We need a nomination because it streamlines the refund process. The nomination can be removed by the taxpayer at any time, but fees will still be due as per the terms of the agreement.
Information required to complete and verify the eligibility of your tax claim, including but not limited to details of:
Including but not limited to:
64-8
This is an HMRC form that authorises us as your tax agent and allows us to discuss your tax affairs with HMRC. This means we can exchange information with HMRC on your behalf. We do this because to perform our services, we may need to discuss and share information with HMRC regarding your claim and tax records, which this form enables us to do. We will remain your tax agent until either of us removes that authorisation, or you authorise another tax agent.
P87
The claim form containing details of your expenses. Your claim form includes a nomination for us (Tax Returned Limited, acting on your behalf as a professional that charges a fee for our service) to receive your tax refunds on your behalf for the years relevant to the claim period. We need a nomination because it streamlines the refund process. The nomination can be removed by the taxpayer at any time, but fees will still be due as per the terms of the agreement.
Marriage Allowance
The form used to submit details of a Marriage Allowance claim to HMRC, for those taxpayers who qualify for this allowance.
R40
This form covers refunds for tax deducted from various types of savings and investment income, including but not limited to PPI interest.
DSAR
The form used to request information from HMRC about your tax affairs, in accordance with your rights under the UK GDPR.
To keep your information safe and ensure your signature is compliant, we use Multi-Factor Authentication (MFA). You will receive a one-time code via SMS or e-Mail, which you'll need to enter to complete your claim securely. This extra step protects your identity.
These are the Terms and Conditions of your contract with Tax Returned Limited. In these Terms:
“we” “our” and “us” refers to Tax Returned Limited. We set out our contact details in Paragraph 20.
“you” and “your” refers to any person who has accepted these Terms.
Please read these Terms carefully.
1.1 In these Terms, when the following words begin with a capital letter, they shall mean:
2.1 When a Contract is created: A Contract will be created each time you accept our Terms and press the “Submit” button on the Website to:
2.2 What is considered a Confirmation: The actions set out in Paragraph 2.1 are in each case known as your Confirmation.
2.3 What a Confirmation is not: The Confirmation of a Contract does not constitute an agreement by us to submit a Claim to HMRC except in accordance with these Terms.
2.4 A binding agreement: Upon the Confirmation of a Contract, both you and we will be bound by these Terms, and we will commence the relevant processes outlined in Paragraphs 3, 4 and 5.
Back to top3.1 Who this applies to: This Paragraph 3 applies to anybody who completes a Confirmation under Paragraph 2.1.
3.2 The Claim Pack: After pressing the “Submit” button on the Website, we will automatically generate a Claim Pack which will be presented to you to apply your signature digitally:
3.3 Physical version of the Claim Pack: If you do not digitally sign your Claim Pack within two weeks of your Application:
3.4 Our assessment of your Claim: Once we receive a signed Claim Form, we will assess your Claim to determine whether we will pursue your Claim and submit it to HMRC. This assessment is for internal use only and uses several automated methods to assess your Claim.
3.5 Digital Tax Records: We will request that you grant us access to your Digital Tax Records to assist us with the assessment described in Paragraph 3.4 above. If you grant us access to your Digital Tax Records:
3.6 If we cannot access your Digital Tax Records: If you do not grant us access to your Digital Tax Records, we will not be able to provide an annual update on your tax account although we may still be able to contact you with a link to submit additional expenses.
3.7 Alternative methods of assessing your Claim: If you do not give us access to your Digital Tax Records, we may use alternative methods (including automated decision-making) to perform our assessment. Please see our Privacy Policy for more information.
3.8 Submitting additional expenses relating to your claim: After completing our assessment of your Claim, we may ask you to provide details of additional expenses/allowances that you may be due, such as mileage or tools.
3.9 Our decision to submit your Claim: We will submit your Claim if it satisfies our assessment parameters. However, a decision to submit your Claim is not a guarantee of a Refund or a specific Refund amount being received from HMRC.
3.10 Our decision not to submit your Claim: If we decide not to submit your Claim, we may write to you and inform you of this decision. A decision not to submit your Claim is not indicative of any potential outcome should you choose to submit a claim to HMRC independently.
3.11 Contacting you about your unsuccessful claim: In the event that your claim, or part of your claim, was unsuccessful due to missing/incorrect information, and there exists another method of submitting a claim with the correct information that requires your input, as part of our service we will contact you to make you aware of that, and how we can assist you further.
Back to top4.1 Who this applies to: This Paragraph 4 will only apply to you if you have a Unique Taxpayer Reference number.
4.2 Accessing your Self-Assessment records: If you have a Unique Taxpayer Reference number and we submit a Tax Agent Authority to HMRC, HMRC will give us access to your Self-Assessment records.
4.3 Preparing and approving a Tax Return: If we believe that you may benefit from filing a Tax Return, we may:
4.4 Making changes to your draft Tax Return: If you notice any errors or wish to make any changes to your draft Tax Return, you must contact us and request that we amend it accordingly.
4.5 Our final assessment of your draft Tax Return: If you approve a Tax Return as per Paragraph 2.1(iii), we will perform a final assessment before we submit it to HMRC. If we are not satisfied with the details on your Tax Return, we reserve the right not to submit it to HMRC. This is not indicative of any potential outcome should you submit it to HMRC independently.
4.6 No obligation to approve or submit any Tax Returns: You are not obliged to approve any Tax Returns we prepare for you as part of the process outlined in Paragraph 4.3.
4.7 Our decision not to submit a Tax Return: After reviewing your Self-Assessment records or after making a final assessment under Paragraph 4.5 above, we may decide not to submit a Tax Return on your behalf. Our decision not to submit a Tax Return is in no way indicative of whether you have a requirement to file a Tax Return with HMRC for the relevant tax years.
4.8 No liability for additional outstanding Tax Returns: If we submit a Tax Return to HMRC on your behalf, we assume no liability for any other outstanding Tax Returns which you may be required to file, where we reasonably believe that HMRC has also contacted you directly to inform you of your requirement to file.
Back to top5.1 Who this applies to: This Paragraph 5 applies to anybody who completes a Confirmation under Paragraphs 2.1(ii).
5.2 The Marriage Allowance Claim Pack: After pressing the “Submit” button on the Website, we will automatically generate a Claim Pack which will be presented to you and your spouse/civil partner to apply your signature digitally:
5.3 Our assessment of your joint Claim: Once we receive a Marriage Allowance Claim Form that has been signed by you and your spouse/civil partner, we will assess your joint Marriage Allowance Tax Claim to determine whether we will pursue your Marriage Allowance Tax Claim and submit it to HMRC. This assessment is for internal use only and uses several automated methods to assess your Marriage Allowance Tax Claim.
5.4 Digital Tax Records: We may request that you and your spouse/civil partner grant us access to your Digital Tax Records to assist us with the assessment described in Paragraph 5.3 above. If you and your spouse/civil partner grant us access to your Digital Tax Records:
5.5 If we cannot access your Digital Tax Records: If you and/or your spouse/civil partner does not grant us access to your Digital Tax Records, we will not be able to provide an annual update on your tax account although we may still be able to contact your spouse/civil partner with a link to Submit a Claim for overpaid taxes and additional expenses.
5.6 Alternative methods of assessing your Claim: If you and/or your spouse/civil partner does not give us access to your Digital Tax Records, we may use alternative methods (including automated decision-making) to perform our assessment. Please see our Privacy Policy for more information.
5.7 Your spouse/civil partner submits a Claim for overpaid taxes and additional expenses: As per Paragraph 5.4, if your spouse/civil partner provides us with access to their Digital Tax Records and our investigation shows that they are eligible to Claim a Refund for overpaid tax and/or additional expenses, we may contact them with a link to give them the opportunity to fill out an Application for a Claim.
5.8 Making changes to your joint Marriage Allowance Tax Claim: If you or your spouse/civil partner notice any errors or wish to make any changes to your joint Marriage Allowance Tax Claim, it is your responsibility to contact us and request that we amend it accordingly.
5.9 Our decision to submit your joint Marriage Allowance Tax Claim: We will Submit your joint Marriage Allowance Tax Claim if it satisfies our assessment parameters. However, a decision to submit your joint Marriage Allowance Tax Claim is not a guarantee of a Refund or a specific Refund amount being received from HMRC.
5.10 Our decision not to submit your joint Marriage Allowance Tax Claim: If we decide not to submit your joint Marriage Allowance Tax Claim, we may write to you and inform you of this decision. A decision not to submit your joint Claim is not indicative of any potential outcome should you choose to submit a claim to HMRC independently.
5.11 We may submit your joint Marriage Allowance Tax Claim on behalf of you and your spouse/civil partner regardless of whether or not we choose to Submit a Claim for a Refund on:
6.1 Our Estimate: During your Application, we will provide you with an estimated refund amount. This amount:
6.2 No liability for a smaller Refund: We are not liable if a Refund received from HMRC is lower than the figure provided on the Estimate page of the Application.
6.3 Spending the Refund before it arrives: We strongly advise you not to make any financial arrangements or commitments based on the figure shown on the Estimate page.
Back to top7.1 Signing the Tax Agent Authority: If you sign the Tax Agent Authority, we will:
7.2 Submitting the Tax Agent Authority: We may submit your signed Tax Agent Authority to HMRC independently of submitting a Claim Form and a Marriage Allowance Claim Form to help our assessment of your Claim and streamline the Claim process.
7.3 Submitting a Claim without a Tax Agent Authority: We may still submit your Claim if we receive a signed Claim Form but not a signed Tax Agent Authority.
7.4 Removing the Tax Agent Authority: You may terminate or request that we terminate the Tax Agent Authority at any time. However, this may affect our ability to manage your Claim(s) as we will no longer be able to communicate with HMRC to discuss your Claim(s) and address any issues that may arise.
Back to top8.1 Signing the Nomination: By signing the Nomination, we will receive any Refund that you are due from HMRC relating to the Claim and deduct applicable Fees before sending the balance to you by bank transfer or cheque.
8.2 Receiving unrelated Refunds due to the Nomination: If you query a Refund that we have received from HMRC, and we can verify that:
we will forward this to you by cheque or bank transfer and a small administration fee may apply.
8.3 Removing the Nomination: The nomination can be removed at any time by contacting HMRC, but fees will still be due as set out in Paragraph 11.
Back to top9.1 Your acknowledgements and responsibilities: You acknowledge at the time of entering and for the duration of the Contract with us that:
9.2 Keeping us informed of any changes to your details: You will inform us without undue delay if any of your personal details change (such as your name or address) and you acknowledge that failing to do so may affect your Refund or our ability to make payments to you.
9.3 Requests for information: You will respond promptly to any queries or information requests from us or HMRC that are related to your Claim. If you fail to do so, your Claim may be unsuccessful, or we may be unable to perform the Services.
9.4 Actions that may delay or affect your Claim: Some actions you take may adversely affect or delay your Claim, including:
10.1 Standards: We will perform the Services with reasonable care and skill.
10.2 Timescales: We will use reasonable resources to perform the Services in a timely manner.
10.3 Who we can claim for: We only claim overpaid tax in the UK, and we assume no responsibility for any of your tax obligations in other jurisdictions.
10.4 Anti-money laundering checks: We may undertake financial crime checks relating to you or your Claim. If you or your Claim fail any such check, we may seek more information from you. We may be unable to perform the Services until you successfully pass these checks.
10.5 Original documents: We take no responsibility for returning documents that you submit in support of a Claim. Please refer to our Data Retention Policy for more information on how we will process your documents.
10.6 Late or inaccurate filings: We will not be liable for any penalties that HMRC may issue for delayed or inaccurate filings except to the extent that we have negligently caused the delay or inaccuracy.
10.7 HMRC fines or penalties: We take no responsibility for informing you of any fines or penalties set by HMRC where we reasonably believe that HMRC has also contacted you directly to inform you of this.
10.8 HMRC action: We are not responsible for any tax assessment or debt that HMRC may pursue.
Back to top11.1 No win, no fee: If you are not due a Refund, we will not charge a fee for the Services.
11.2 Our fees: If you are due a Refund, we will charge you a fee of:
28% (+VAT) (which is 33.6% at the current rate of VAT) of your Refund.
11.3 Multiple refunds: If we receive more than one Refund on your behalf in a 12-month period (from 6th April to 5th April), we will calculate our Fees based on the cumulative value of Refunds received on your behalf during that period.
11.4 HMRC sends the Refund to us: When HMRC sends a Refund directly to us, we deduct our Fees and send you a cheque for the balance of your Refund to the address provided in your Application.
11.5 HMRC sends the Refund to you or a third party: If HMRC incorrectly sends a Refund directly to you or a third party, we will:
11.6 Fees for a Claim submitted to HMRC before cancellation/termination: Fees will still apply to any Claim submitted to HMRC before the cancellation or termination of a Contract.
11.7 Unrelated Refund administration fee: In the event of an unrelated Refund, as set out in Paragraph 8.2 above, an administration fee of up to £96 (including VAT) may be applied to cover our costs in establishing the cause of the Refund and processing the payment to you.
11.8 Replacement payment fee: If you request a replacement payment, we will cancel the original cheque (if already issued) and reissue the payment to you. This may be subject to an administration fee of up to £36 (including VAT) to cover our costs, including bank charges.
11.9 International payments: If you ask us to transfer any monies outside the UK, we may charge an administration fee of up to £60 (including VAT) to cover our costs, including bank charges.
11.10 Recovery of unpaid Fees: We may take steps, including but not limited to legal action, to recover any unpaid Fees. This may include deducting any outstanding Fees from future Refunds received from HMRC on your behalf.
11.11 Verification and identity checks: We may perform security checks before sending you a payment, including requesting photo ID and proof of address to verify your identity and/or the identity of any nominated recipients.
11.12 Issues with your Refund or cheque: You have 12 months from the date we issue a cheque to notify us in writing of any issues relating to your Refund or request a replacement cheque. If you fail to contact us within that time, we may be unable to review your issue or reissue your cheque.
11.13 Uncashed cheques: We reserve the right to cancel any cheque that remains uncashed 12 months from the date of issue and retain the entire Refund amount.
11.14 Interest: We shall have the right to charge interest on any amount overdue to us at a rate of 4% per annum above HSBC Bank Plc’s then current base rate of interest. The interest will accrue daily from the payment due date until the date of actual payment of the overdue amount. You must pay us interest together with any overdue amount. However, if you dispute any portion of our Fees in good faith and contact us promptly to let us know that you dispute it, interest will not apply on that amount for the period of the dispute.
Back to top12.1 What we are liable for: If we fail to comply with these Terms, we will be responsible for reasonable loss or damage which you suffer if it is a foreseeable result of that failure. Loss or damage is foreseeable if either it is obvious that it will happen or if both parties knew it was a reasonable possibility when they entered the Contract.
12.2 What we are not liable for: We will have no liability to you for any loss of profit, loss of business, business interruption, or loss of business opportunity related to our Services.
12.3 No liability for consequential damage or loss: We accept no liability for any consequential damage or loss arising from or in connection with any act or omission by us.
12.4 What we are liable for with no limits or exclusions: Notwithstanding Paragraphs 12.2 and 12.3 above and 12.5 below, we do not seek to exclude or limit our liability where such liability cannot be excluded or limited by law.
12.5 Limits of our liability: Subject to Paragraph 12.4, our total liability for any claim you have against us in connection with the Contract or otherwise (e.g. tort, misrepresentation, or restitution) shall in all circumstances be limited to the greater of:
13.1 We are not liable for events or circumstances outside our control: We will not be liable or responsible for any failure or delay in performing our obligations under these Terms if this was caused by an event or circumstances outside our control. We will notify you as soon as reasonably possible if this happens.
13.2 Suspension of our obligations: If an event or circumstances outside our control occurs, our obligations under the Contract will be suspended while the situation is ongoing.
13.3 Termination of the Contract: If after 90 days we remain unable to perform our obligations, we reserve the right to terminate the Contract in writing without incurring liability.
Back to top14.1 Data law: Information and documentation you provide to us to enable us to perform the Services may constitute personal data under the Data Protection Act 2018. We will comply with the law as applicable.
14.2 Passing your information to HMRC: We may pass your personal data to HMRC to perform the Services or to the extent we are legally obliged to do so.
14.3 Our Privacy Policy: We refer you to our Privacy Policy on the Website, which sets out how we process your personal data, how you may contact us regarding our processing and how to request erasure of your personal data.
Back to top15.1 When your Contract automatically terminates: The Contract automatically terminates four years after your Confirmation.
15.2 Contract terminates with no signed Claim Form: If within two years of giving a Confirmation under Paragraph 2.1 you do not return a signed Claim Form, that Contract will automatically terminate.
15.3 Contract termination following an erasure request: If you exercise your right to request erasure, we will terminate the Contract. Please see our Privacy Policy for further details on your right to erasure.
15.4 Cancelling the Contract during the Cooling-Off Period: You have the right to cancel the Contract in any circumstances without any penalty or fees during the Cooling-Off Period.
15.5 Cancelling the Contract after the Cooling-Off Period: If you request to cancel the Contract after the Cooling-Off Period, we will terminate the Contract.
15.6 Cancelling the Contract by post: If you write to us by post to cancel your contract, the effective cancellation date will be deemed to be the date we process your letter into our system, not the date you wrote or sent the letter (unless you supply us with proof of postage from the Post Office).
15.7 Our rights to terminate the Contract: We reserve the right to terminate the Contract at any time by giving you notice in writing, if:
16.1 How we can transfer our rights: We may transfer our rights and obligations under the Contract to a third party. We will notify you in writing if this happens, and this will not affect your rights under the Contract.
16.2 How you can transfer your rights: You may only transfer your rights and obligations under the Contract to a third party with our prior written consent.
16.3 Third party rights: No third party shall have any rights under the Contract unless we have given prior written consent.
Back to top17.1 Separate paragraphs: Each of the paragraphs in these Terms operates independently. If a court or relevant authority deems any of them unlawful, the remaining clauses will remain in full force and effect.
17.2 Paragraphs that survive termination of the Contract: Paragraphs 1 (Definitions), 7 (Tax Agent Authority), 10.6-10.8 (Penalties), 11 (Fees), 11 (Liability), 13 (Events Outside Our Control), 14, (Data Protection), 16 (Transfer of Rights), 17 (Survival Clauses), 18 (Entire Agreement), 19 (Jurisdiction) and 20 (Complaints and Your Legal Rights) survive the termination of the Contract for whatever reason. The termination of the Contract does not prejudice any rights or remedies that were available to either party prior to the termination of the Contract.
Back to top18.1 These are the only Terms that apply: These Terms constitute the entire agreement between the parties and supersede all previous versions, as well as any other written or oral agreements, arrangements, and understandings regarding their subject matter.
18.2 Other supplementary information relevant to these terms: The information contained within these Terms should be read and used together with any other supplementary information presented on our Website.
18.3 Not enforcing rights but doing it later: If we fail to insist that you perform any of your obligations under the Contract, or if we do not enforce our rights against you, or if we delay in doing so, that will not mean that we have waived our rights against you and will not mean that you do not have to comply with those obligations. If we ever do actually waive our rights because you have or haven’t done something, we will only ever do this in writing (and that does not mean that we will automatically waive our rights if you do something wrong later).
Back to top19.1 Governing law and jurisdiction: These Terms and the Contract are governed by English law. Both parties agree to submit to the exclusive jurisdiction of the English courts.
19.2 Resolving disputes in court: Legal proceedings in respect of a Contract may be brought in the English courts. If you live in Scotland, you can bring legal proceedings in respect of a Contract in either the Scottish or the English courts. If you live in Northern Ireland, you can bring legal proceedings in respect of a Contract in either the Northern Irish or the English courts.
Back to top20.1 Your right to make a complaint: If you are unhappy with the Services, you have the right to make a complaint. You can do this by emailing: complaints@taxreturned.co.uk or by writing to us at the address set out in Paragraph 21.
20.2 Escalating your complaint: If you are unhappy with how we have handled your complaint, you have the right to request that your complaint is escalated to a manager who will review your complaint and the way it has been handled. Alternatively, you can contact an alternative dispute resolution (ADR) provider. However, we are not obliged to engage in any such ADR. If you are not satisfied with the outcome of any ADR process, this will not affect your right to bring legal proceedings.
20.3 Your consumer rights: Nothing in these Terms will affect your consumer rights. You can contact your local Citizens’ Advice Bureau or the Trading Standards’ office for further information about your consumer rights.
Back to top21.1 Our details: We are Tax Returned Limited.
21.2 How you can contact us: If you wish to contact us, or exercise any of your rights or obligations under these Terms to provide us with written notice, you can contact us by e-mail at info@taxreturned.co.uk, or by pre-paid post at:
Tax Returned Ltd
PO Box 68031
London
NW4 9JB
How we will contact you: If we need to contact you or give you notice in writing, we will do so by e-mail or by writing to the address you provide to us in the Application (or any other address you subsequently provide to us).
Back to topComplete and return this form only if you wish to withdraw from your Contract with Tax Returned Limited
I hereby give notice that I wish to cancel my contract with Tax Returned, entered into on [insert date]……………………
I acknowledge that Fees may still apply to Claims submitted to HMRC on my behalf before the cancellation of this Contract.
Name of customer: ……………………
Address of customer: ……………………
Date: ……………………
Signature of customer (only if this form is notified on paper): ……………………
Send the completed Cancellation Form by email to: info@taxreturned.co.uk or by post to:
Tax Returned Limited
PO Box 68031
London
NW4 9JB
This policy was updated on 02 March 2026.
At Tax Returned Limited we are committed to protecting the privacy of our customers and potential customers in all circumstances. This privacy policy explains how we collect and deal with your personal information, otherwise called personal data, when you use our services or website. Please review this policy and do not share your information with us unless you agree with this policy.
Our services and website are not intended to be used by children (meaning anyone under the age of 18), and we do not knowingly collect information relating to children.
It is important you read this policy together with any other privacy policy or fair processing notice we may provide on specific occasions when collecting or processing your personal data so that you are fully aware of how and why we are using your data. If you provide us with data relating to any other person you should inform them of this policy, although we will make reasonable efforts to contact any such person directly to refer them to this policy. This policy supplements any other applicable notices and does not override them.
We have appointed a Data Protection Manager who is responsible for responding to any questions or requests in relation to this policy. If you have any questions about this policy, including any requests to exercise any legal rights relating to data, please contact the Data Protection Manager using the details set out below.
Back to topWe are Tax Returned Limited, an English company number 08828062. Our postal address is PO Box 68031, London NW4 9JB.
You can contact our Data Protection Manager by emailing dataprotection@taxreturned.co.uk.
Back to topThis policy was updated on 02 March 2026.
It is important that the information that we hold about you is accurate and current. Please keep us informed of any changes to your details during your relationship with us.
We routinely update this policy to clarify our practices and to reflect new or different privacy practices, such as when we add new services, functionality, or features. We will contact you to inform you of any significant updates. However, you should also check back here periodically.
Back to topWe collect and use certain information relating to you and your use of our services or any version of our website (which might be accessed through different device types) as follows:
The only special category of personal data that we will collect from you is trade union data, and possibly data related to your marriage/civil partner status (the former only if you consent to us using that data to pursue a refund for any relevant trade union fees). We do not collect any other types of special category data from customers. If you inadvertently or intentionally provide us with other special category data, we will consider you to have explicitly consented to us processing that data to delete it.
Back to topWe use different methods to collect your data, including:
We will process your information to:
We rely on the following legal bases for processing your personal data:
Generally, we will use contract as the legal basis for processing your personal data. Sometimes we rely on legitimate interests – such as processing analytics data to improve our business services and or processes.
Whenever we process special category personal data – such as trade union data – we will obtain specific consent from you to do so.
The table below indicates which legal bases we rely on when processing different categories of personal data.
| Type of Data | Legal basis or bases for processing |
|---|---|
| Analytics data | Legitimate interests |
| Contact data | Consent, Contract, Legitimate interests |
| Employment data | Consent, Contract, Legitimate interests |
| Financial data | Contract, Legitimate interests |
| Identity data | Consent, Contract, Legitimate interests |
| Identity verification data | Consent, Contract, Legitimate interests |
| Preferences data | Contract, Legitimate interests |
| Tax data | Consent, Contract, Legitimate interests |
| Technical data | Consent |
| Trade union data | Consent |
We will also process any of your personal data that is necessary for us to comply with our legal obligations (see Glossary for more information).
For more information regarding our bases for processing your personal data or to find out why we use a particular basis for processing a specific category of data, please email us at dataprotection@taxreturned.co.uk.
Back to topWe use several carefully selected data processors to help us manage our services. These include printing and postal delivery companies whom we use to distribute our claim packs. Please note some of these companies are data controllers with their own responsibilities. For more information on our third-party data processors please see the Glossary.
We require all third parties to respect the security of your information and treat it in accordance with the law. We do not allow our third-party processors to use your information for their own purposes and we only permit them to deal with your information for specified purposes and in accordance with our instructions.
We may share your information with third parties in the event that we sell, transfer, or merge parts of our business or our assets. Alternatively, we may acquire other businesses or merge with them. If a change happens to our business, the new owners may use your information in the same way as set out in this privacy policy.
Back to topHMRC has digitised some tax records through its Making Tax Digital programme. HMRC has also created several digital services, including the Personal Tax Account, to help you manage your tax details online. In this section, we will outline how and why we will use these digital tax records to perform our services.
Personal Tax Account
A Personal Tax Account (PTA) is an HMRC service that allows you to view and manage your tax details online. We will invite you to connect your PTA to our HMRC agent account, enabling us to view some of your digital tax records. Our Data Retention Policy details our retention periods for the information we collect during this process.
We are obliged by HMRC to conduct certain basic checks to assess the merits of your claim before we submit it to HMRC. The most effective way for us to complete these checks is to connect your PTA to our agent account. Once connected, we will use the information within your PTA to determine whether to submit your claim. We will also use this access annually to review your tax details and contact you to let you know the outcome of this review.
You can remove our access to your PTA at any time by emailing us at connect@taxreturned.co.uk or by logging in to your PTA and removing our access directly.
HMRC Agent Account
An agent account is an HMRC service that allows an agent, like us, to view customers' tax details if authorised to do so. You can authorise us to view some of your tax details through your PTA as set out above. Alternatively, you can authorise us to view some details by signing a Tax Agent Authority.
Self-Assessment Pre-population APIs
The Self-Assessment Pre-population APIs are a set of Application Programming Interfaces (APIs) that HMRC created to allow agents to access certain tax details (including historical data) online. You can authorise us to access your tax details through the Self-Assessment Pre-population APIs by signing a Tax Agent Authority. We will use these APIs to understand your tax status and investigate any potential overpaid tax.
Making Tax Digital APIs
The Making Tax Digital APIs are a set of Application Programming Interfaces (APIs) that HMRC created to allow agents, like us, to access certain tax details (including historical data) online. You can authorise us to access your tax details through the Making Tax Digital APIs by connecting your Personal Tax Account to our agent account. We may use these APIs to understand your tax status and investigate any potential overpaid tax.
Back to topWe are obliged by HMRC to assess the merit of your claim before we submit your claim to HMRC. If you do not grant us access to your digital tax records, we will use alternative methods to verify the merit of your claim before submitting it to HMRC. We will process your data to create a temporary profile and compare your claim to those claims previously submitted on behalf of other customers. We will then make an automated assessment of your profile to decide whether to submit your claim to HMRC.
There are specific laws that govern automated decision making and profiling. While we do not believe that this processing has legal effects or significantly affects you, we are treating it as though it does because your privacy is important to us. Therefore:
To opt out of profiling or to request a manual review, please contact dataprotection@taxreturned.co.uk.
Back to topWe rely on explicit opt-in consent for marketing, in compliance with both the PECR (Privacy and Electronic Communications (EC Directive) Regulations 2003) and the Data Protection Act 2018. If you consent to receiving marketing from us, we may contact you about additional services that we provide.
You may opt-out of marketing communications at any time by utilising the opt-out links on marketing communications, or by contacting us at info@taxreturned.co.uk. If you opt-out of marketing communications, you will continue to receive service communications related to your ongoing contract.
We use pixels to identify social media traffic. Pixels show us which pages you have visited on our website. We may use your information to create custom marketing and lookalike audiences on social media. We may market our services on Facebook, Instagram, Google, Bing, Twitter, LinkedIn, Pinterest, TikTok, or Snapchat. To opt-out from the pixel on those platforms you will need to go through the marketing preferences sections on those platforms.
Back to topWhen you begin an application on our website but do not complete it, we retain the data that you provide to us for the purpose of allowing you to resume your application at a later date. We will delete this data 30 days from the date on which you began your application.
If you visit our website and begin the application process but do not complete it, we may send you a maximum of three reminders (these may be by SMS or email) containing a digital link to return and finish your application from where you left off. The link to complete your application will expire 30 days from the date on which you began your application on our website.
Back to topWe may send you service messages related to your claim. Service messages may include invoices, reminders and claim updates. You may receive service messages whether you have consented to marketing communications or not.
Back to topYour browser can be configured to either reject all or specific browser cookies, or to notify you when websites use or access cookies. Additionally, you can modify your cookie preferences anytime on our website. Simply click the ‘C’ icon located at the bottom left of the page. From there, you can toggle the sliders to ‘On’ or ‘Off’ and then select ‘Save and close’. To apply your new settings, a page refresh might be necessary. For more information about the cookies we use, please see: https://www.getyourtaxreturned.co.uk/cookies/.
Back to topWe will only use your information for the purposes for which we collected it. However, we may use it for another purpose if that purpose is compatible with the original purpose. If you believe that we are using your data for a purpose other than the one for which we originally collected it, please contact us at dataprotection@taxreturned.co.uk for a full explanation.
If we need to use your information for an unrelated purpose, we will notify you and explain the legal reason which we believe allows us to use it for that purpose.
Please note that where we have a legal requirement to do so, we may process your information without your knowledge or consent, in compliance with the above rules.
Back to topWe may share your personal data with some of our employees and contractors who may be outside of the United Kingdom (UK). They may be:
We have put in place appropriate technical and security measures to prevent accidental loss, unauthorised use, access, alteration, or disclosure of your information. In addition, we limit access to your information to those employees, agents, contractors and other third parties who have a business need to know. They will only process such information on our instructions, and they are subject to a duty of confidentiality.
We have put in place procedures to deal with any suspected breach of security. We will notify you and any applicable regulator of a breach where we have a legal requirement to do so.
Back to topWe are legally obliged for anti-financial crime purposes to retain customer information for five years after the end of our business relationship with you. We may retain information for a further year (to a total of six) from the end of our contract with you for the exercise and defence of legal claims. Please visit our Data Retention policy for further information.
You have the right to request erasure of your information in certain circumstances: see the Request Erasure section in the Glossary below for further details.
We may anonymise your information in some circumstances for research or statistical purposes. Anonymised data is no longer considered personal data and therefore we may use this information indefinitely without providing you with further notice.
Back to topYou have legal rights in relation to your personal data under certain circumstances.
Please see the Glossary for details about each of these. If you wish to exercise any of these rights, please contact us at dataprotection@taxreturned.co.uk.
No fees: You will not ordinarily have to pay a fee to exercise any of the rights listed above. However, we may charge a reasonable fee if we consider your request to be unfounded, repetitive, or excessive. Alternatively, we may refuse to comply with your request in these circumstances.
Confirming your identity: We may request a copy of your photographic identification from you to help us confirm your identity in the event you choose to exercise any of the rights above. This is a security measure to ensure the confidentiality of your data.
Clarification: We may contact you to ask for clarification in relation to your request if we do not understand the scope or the substance of your request.
Time limits: We will respond to all requests to exercise the above rights within one month. If we believe we need more time because your request is complex or you have made several requests, we will notify you of this and keep you updated.
Back to topRegulations
Data Protection Act 2018 or DPA 2018 means the Data Protection Act 2018 which implements the UK GDPR. The DPA 2018 gives people specific rights and controls regarding their personal data.
The Privacy and Electronic Communications Regulations (PECR) sit alongside the Data Protection Act 2018. PECR gives people specific privacy rights in relation to electronic communications (and particularly electronic marketing communications).
Technology
Pixel means a single pixel embedded in the code of a website or piece of digital content. The pixel ‘fires’ when the content loads. The owners of the pixel can see how many times and where users have accessed their content.
Lawful Basis
Consent means you have directly instructed or permitted us to process your data after we requested your consent and provided you with details of the processing.
Legitimate Interest means we are processing your data to improve our service in the interests of our business. We consider and balance our interests with any potential impact on you and your rights before we commence processing on this basis. You can obtain further information about our legitimate interests by contacting us at dataprotection@taxreturned.co.uk.
Contract means we are processing your data where it is necessary to enter or perform a contract with you.
Legal means we are processing your data to provide the legal and regulatory authorities with specific information they appropriately request from us within their legal authority and to help ensure we are combatting Fraud and Financial Crime or where it is in our legal interests to do so.
Third Parties
Your Legal Rights
You have the right to:
This policy was updated on 02 March 2026.
PLEASE READ THESE TERMS IN FULL AND PARTICULARLY
PARAGRAPH 10 (HOW THE PRIZE CAN BE CLAIMED)
Prize Draw Terms Updated – 02.01.19
1. Who is promoting and operating this prize draw: The promoter of the prize draws is (and we are) Tax Returned Limited (an English company, number 08828062) with registered office as First Floor, Winston House, 349 Regents Park Road, London N3 1DH.
2. Entry criteria: Each prize draw is open to all UK residents aged 18 years or over, except our employees, their families, agents or any third party directly associated with administration of the prize draws.
3. More information: If you have any questions about how to enter or in connection with any of our 6 prize draws, please email us at info@taxreturned.co.uk.
4. How to enter (general): You can enter any of our 6 prize draws by properly completing, signing and returning to us our tax reclaim pack (which you can apply for by completing an online application at www.taxreturned.co.uk/claimform/). Once we receive this, if you meet the eligibility requirements, you will be automatically entered into one of our prize draws – until you tell us otherwise – although which specific prize draw depends on the date we receive your entry. However, we will not enter you into any prize draw unless you have given us your specific consent to use your details for this purpose.
5. How to send your entry: All entries (i.e. each properly completed and signed tax reclaim pack) must be submitted to us by post to: Tax Returned, PO BOX 258, Wymondham, NR18 8DS, to be received, for any particular prize draw, on or before the Closing Date (defined below) for that particular prize draw.
6. Limits on entry: (i) Only one entry per person is permitted across all our 6 prize draws. (ii) Entries on behalf of another person will not be accepted and joint entries are not allowed. (iii) These prize draws are not open to anyone in Northern Ireland.
7. Withdrawing from the prize draw: Entrants can withdraw their consent at any time to our using personal details in relation to any prize draw by contacting us at info@taxreturned.co.uk. Entrants can also contact us at any time on that email address to be taken out of any draw.
8. Opening and Closing Dates: There is a different Opening Date and Closing Date for each of our 6 prize draws, as set out below.
a. The opening date for entries to be received for Amazon Voucher Prize Draw 1 is 12.01am on 1 January 2019 ("Opening Date"). The closing date for entries to be received for Amazon Voucher Prize Draw 1 is 31 January 2019 ("Closing Date"). Entries received after this time will not be entered into Amazon Voucher Prize Draw 1 but may, at our discretion, be entered into a subsequent prize draw that we operate if it meets the entry criteria for any such subsequent prize draw.
b. The opening date for entries to be received for Amazon Voucher Prize Draw 2 is 12.01am on 1 February 2019 ("Opening Date"). The closing date for entries to be received for Amazon Voucher Prize Draw 2 is 23:59pm 28 February 2019 ("Closing Date"). Entries received after this time will not be entered into Amazon Voucher Prize Draw 2 but may, at our discretion, be entered into a subsequent prize draw that we operate if it meets the entry criteria for any such subsequent prize draw.
c. The opening date for entries to be received for Amazon Voucher Prize Draw 3 is 12.01am on 1 March 2019 ("Opening Date"). The closing date for entries to be received for Amazon Voucher Prize Draw 3 is 23:59pm 31 March 2019 ("Closing Date"). Entries received after this time will not be entered into Amazon Voucher Prize Draw 3 but may, at our discretion, be entered into a subsequent prize draw that we operate if it meets the entry criteria for any such subsequent prize draw.
d. The opening date for entries to be received for Amazon Voucher Prize Draw 4 is 12.01am on 1 April 2019 ("Opening Date"). The closing date for entries to be received for Amazon Voucher Prize Draw 4 is 23:59pm 30 April 2019 ("Closing Date"). Entries received after this time will not be entered into Amazon Voucher Prize Draw 4 but may, at our discretion, be entered into a subsequent prize draw that we operate if it meets the entry criteria for any such subsequent prize draw.
e. The opening date for entries to be received for Amazon Voucher Prize Draw 5 is 12.01am on 1 May 2019 ("Opening Date"). The closing date for entries to be received for Amazon Voucher Prize Draw 5 is 23:59pm 31 May 2019 ("Closing Date"). Entries received after this time will not be entered into Amazon Voucher Prize Draw 5 but may, at our discretion, be entered into a subsequent prize draw that we operate if it meets the entry criteria for any such subsequent prize draw.
f. The opening date for entries to be received for Amazon Voucher Prize Draw 6 is 12.01am on 1 June 2019 ("Opening Date"). The closing date for entries to be received for Amazon Voucher Prize Draw 6 is 23:59pm 30 June 2019 ("Closing Date").
9. How and when we choose the winner:
a. Amazon Voucher Prize Draw 1: A winner will be chosen by random draw performed by a computer process before 14:00 on 28 February 2019 ("Draw Date").
b. Amazon Voucher Prize Draw 2: A winner will be chosen by random draw performed by a computer process before 14:00 on 1 April 2019 (as the last day of March falls on the weekend) ("Draw Date").
c. Amazon Voucher Prize Draw 3: A winner will be chosen by random draw performed by a computer process before 14:00 on 30 April 2019 ("Draw Date").
d. Amazon Voucher Prize Draw 4: A winner will be chosen by random draw performed by a computer process before 14:00 on 31 May 2019 ("Draw Date").
e. Amazon Voucher Prize Draw 5: A winner will be chosen by random draw performed by a computer process before 14:00 on 1 July 2019 (as the last day of June falls on the weekend) ("Draw Date").
f. Amazon Voucher Prize Draw 6: A winner will be chosen by random draw performed by a computer process before 14:00 on 31 July 2019 ("Draw Date").
10. How the Prize can be claimed: After 14:00 on each respective Draw Date, we will publish the claim form reference number of the winner on our Facebook page where it will remain until the day before the next Draw Date (each display period being the "Display Period"). It is YOUR responsibility to check during the Display Period whether you are the winner of the prize draw by checking our Facebook page for your claim reference number. We will NOT notify you that your winning claim reference number has been drawn. If your winning claim reference number has been drawn you have until the end of the Display Period to contact us by email at info@taxreturned.co.uk. Once you contact us and we verify you as the winner (by matching the email address you have written from to your winning claim reference number), we will email you a link to the Prize within 72 hours of receiving your email.
11. The Prize: The winner of each of the 6 Prize Draws who claims in accordance with Paragraph 10 will receive a £500 Amazon.co.uk voucher (the "Prize") through the method in Paragraph 10.
12. If the winner does not respond: If a winner of a prize draw does not contact us by the end of the Display Period for that prize draw to claim the Prize, then the winner's Prize will be forfeited.
13. Prize limitations: The Prize for the winner is non-transferrable, non-exchangeable, and no cash alternative is offered.
14. Prize swap-out: We reserve the right to replace the Prize with an alternative prize of equal or higher value if circumstances beyond our control makes it necessary to do so.
15. Our decision is final: Our decision regarding any aspect of the prize draw is final and binding and no correspondence will be entered into about it.
16. Acceptance of these terms: Participants are deemed to have accepted and agreed to be bound by these terms and conditions upon entry. We reserve the right to refuse entry, or refuse to award the Prize to anyone in breach of these terms and conditions.
17. Suspension of the promotion: We reserve the right to hold void, cancel, suspend, or amend the promotion where it becomes necessary to do so and will use reasonable endeavours to let entrants know about it.
18. Disclaimer: Insofar as is permitted by law: (i) we, our agents or distributors will not in any circumstances be responsible or liable to compensate the winner or accept any liability for any loss, damage, personal injury or death occurring as a result of taking up the Prize except where it is caused by our negligence, our agents or distributors or that of their employees; and (ii) we accept no responsibility for entries (a) not successfully returned to us; (b) not properly completed; (c) not signed; (d) lost, delayed, misdirected or incomplete or which cannot be delivered; or (e) which do not reach us in a valid state for entry due to a technical fault of any kind. However, your statutory rights are not affected.
19. Personal data: Personal data supplied during the course of this promotion will only be processed as set out in our privacy policy.
20. Law and jurisdiction: The prize draws will be governed by English law and entrants to any prize draw submit to the jurisdiction of the English courts.
If you have made a mistake on a previously submitted form; would like an update on a current application; or have any further questions please click the button below.
UNABLE TO PROCEED
Due to the Pandemic, the government asked the workforce to work from home (WFH) whenever possible. All UK taxpayers may be eligible to claim the full £312 WFH allowance from 6 April 2021 to 5 April 2022, provided they have worked a minimum of one day from home.
Please note the following:
• Each household member can make a claim
• No receipts are required
• Includes house shares
You have not ticked the "worked from home" checkbox to claim your WFH allowance (between 6 April 2021 and 5 April 2022).
As a result, we are unable to proceed with a tax refund claim on your behalf.
If you have made an error, please click the ‘CLOSE’ button and tick the WFH checkbox to proceed.