Tax Rebate FAQs

A collection of the most common Tax Rebate questions we get asked via email or over the phone:
How much can I claim?

This depends on many factors such as eligibility and age e.g. how many years you are going back, across the board our average claim is around £1,500 however certain sectors like the MOD/Forces is £2,500 - we have a handy calculator that gives you an estimate. 

What can I claim for?

There are many things that can contribute to your tax rebate claim - some of the most common are Travel and accommodation, Uniforms, laundry and food, Tools and equipment, Licence fees and union costs

How do I make a claim?

Go to our Tax Rebates page for more info. 

Do I need to tell my employer?

No, you don't have to tell anyone, tax matters are between you and HMRC. 

How many years can I claim for?

You can claim for a maximum of 4 years. 

Can I claim if I have claimed previously?

Your tax code can change on a regular basis - we always recommend that you contact us to make sure you haven’t overpaid tax.

If I make a claim will my other benefits be affected?

Absolutely not, tax rebates won't cause any impact on other benefits such as child/working tax credits etc

R&D Tax Credits FAQs

A collection of the most common R&D Tax Credits questions we get asked via email or over the phone:
How long does it take?

It usually takes our team 5 working days to prepare and send off your claim to HMRC. Generally, HMRC aims to process R&D Tax Credit claims for SMEs within 28 days however numerous factors such as the number of claims they are dealing with and the time of year e.g. near Christmas can cause delays. 

How far back can I claim?

The time limit for research and development (R&D) claims is two years from the end of your accounting period. 

How long does it take to receive the payment from HMRC?

Typically HMRC pay within 28 days of the claim being approved, although this does not include the payment transfer time which can be 5-10 working days. 

How will I receive payment?

This depends, some of the options include cash rebates, loss reliefs, corporation tax savings or a mixture of a few. Please contact us to find out more info. 

How much work am I expected to do?

This varies on a case by case basis - however, most claims are completed with minimal input by your side - we have experts that will contact you for basic information and create a full illustrated document to support your claim as part of the service. Please submit an enquiry and we will be happy to show you some examples.  

What costs qualify for R&D tax credits?

The following are examples of costs that can be included in your claim; such as Staffing costs, Software, Contractors and Consumables

Can dividends be included in my claim?

Unfortunately not, dividends are not classed as qualifying expenditure for the purposes of R&D Tax Claims.