Tax Back

5/14/2018 Tax Back - slidepdf.com

http://slidepdf.com/reader/full/tax-back-55ab4d551c17c 1/10

Post you txbck.co fos to you oc ofce o to : ck.com, 1s Floo, 277/281 Ofod S, Lodo, W1C 2DL, Ud Kdom

Visit www.taxback.com fo futhe detis bout ou sevices

YOUr Step-bY-Step gUiDe tO getting YOUr UK tax baCK FaSt

Txbck.co kes gettig you tx bck fst d hsse-fee. You just eed to povide bit of ifotio d we’ do

the hd wok. Hee’s wht you eed to do:

»tck.com alco Foms – ps 2 & 3Fi i the st two fos with you peso d epoyet ifotio. This ifotio heps us to get s uch tx

bck s possibe fo you so pese give s uch deti s you c. You shoud povide detied ifotio o the jobs

d epoyes you hd i the UK. If you hd oe the oe epoye, pese pit dditio “Epoyet Ifotio

Pge“ d it i.

if you mss y of follow docums: p45, p60 o p11D, do’ fo o s

‘Dclo o emloy’ o p 4 d w wll l o o lcm docums

fo you.

» t t Foms – ps 5-10These tx fos oy eed to be siged whee idicted by the bck pe sybos – thee wi be 8 sigtues i tot.

You sigtue eeds to be excty the se s the sigtue i you psspot.The tx ofce is vey stict bout how the tx fos e

ed out so i ode to ke it esy fo you, sipy sig whee idicted d we’ i the est.

Do o coml y o fomo o foms. if you dd y ddol fomo o s

forms it may delay your tax refund. In cases where you have had more thаn 1 employer don’t forget to

s my of s 3 d 10 you qu.

Post you txbck.co fos to you oc ofce o to:

ck.com, 1s Floo, 277/281 Ofod S, Lodo W1C 2DL, Ud Kdom

CheCKLiSt:

Use this checklist to make sure you’ve done everything you need.

1.Copete the ppictio fos (pges 2 d 3) i fu d pit pge 3 fo you epoyes.

2. Sig the eide of the fos whee idicted by the bck pe sybo d do ot icude y

othe ifotio o these fos. The sigtue equieets e s foows:

• Page 4: Oe Sigtue (DEClaraTIOn TO EmPlOYEr)

• Page 5: Oe sigtue d you nIn / UTr nube (CUSTOmEr aGrEEmEnT)

• Page 6: Oe sigtue (64-8)

• Page 7: Two sigtues (r38)

• Page 8: Oe sigtue (P91) • Page 9: Oe sigtue (P85)

• 0: Oe Sigtue (P87) - PLEASE PRINT AS MANY COPIES OF

THE LAST FORM AS YOU NEED FOR YOUR EMPLOYERS’ DETAILS

Please note that if you ll in any parts of the forms that should be left blank we may have to ask you

to send in new forms correctly lled out which will cause a delay in your refund.

3. Ecose you oigi Stteet of Eigs, P60(s), P45(s) d/o P11D(s)

fo you UK epoyes.

4. Ecose copy of you psspot (sigtue d photo pge).

5. Photocopy o sc you ppewok fo you ecods.

ay Qusos? Visit ou website t www.ck.com

UK

inCOMe tax reFUnD

UK PaYE no-Bitish 1

DOCUMent inStrUCtiOnS

ck.com

UK Head Ofce:277/281 Oxfod Steet

1st Foo

lodo W1C 2Dl

Uited Kigdo

To Fee: 0808 2381 611

P: +44 207 6599 188

F: +44 207 4913 988

E: [email protected]

W: www.txbck.co



UK

inCOMe tax reFUnD

UK PaYE no-Bitish 2

Sig the

forms1

Sed withyou tx ifo2

receive you

efud3

at txbck.co we wt you to get you xiu eg efud i the quickest tie possibe.

1. Copete i fu the st two fos with you peso d epoyet ifotio.

2. Pese oy sig the est of the fos whee ked with the bck pe.Do ot copete y othe ifotio o these fos.

3. Pese ecose copy of the photo d sigtue pge of you psspot fo idetictio.

a the best,

Fide mcGuik

mgig Diecto, txbck.co


Visit www.taxback.com fo futhe detis bout ou sevices

2

3

5

6

4

7

8

9

10

6th api 2011 – 5th api 2012: Hve you ppied fo this efud befoe? Yes no


6th

api 2009 – 5th

api 2010: Hve you ppied fo this efud befoe? Yes no6th api 2008 – 5th api 2009: Hve you ppied fo this efud befoe? Yes no




Fist ne:

Sue:

Dte of bith: DaY MOnth Year

Cuet coespodece ddess:

UK residig addess:

Please supply a current email address so that you can receive personal updates by email.

Which tax years would you like to apply for?

When did you rst arrive in the UK? DaY MOnth Year

Have you moved abroad permanently or for 3 years at least? Yes no

Since you rst arrived in the UK please list the dates that you left and returned to the UK (excluding short holidays) :

Are you still living in the UK? Yes no

Are you planning on coming back to the UK to live or for regular visits? Yes no

Did you make any charity donations during any of the tax years? Yes no

Have you bought or leased accommodation in the UK? Yes no

Have you ever registered as self employed in the UK? Yes no

- If no, when did you last leave the UK? DaY MOnth Year

- If yes, go to Q7.

How did you he bout ou sevice?

Ei:

Hoe phoe: 00 COUntrY CODe LOCaL nUMber

mobie phoe:00

COUntrY CODe LOCaL nUMber

ntioity:

From: To: From: To:

DaY MOnth Ye ar DaY MOnth Ye ar DaY MOnth Year DaY MOnth Year

If yes, during which tax year?

2005/06 2006/07 2007/08 2008/09 2009/10 2010/11 2011/12

perSOnaL DetaiLS PLEASE PRINT IN BLOCK CAPITALS

1

perSOnaL DetaiLSYou esidecy sttus i the UK c ffect the out of tx you eed to py. The foowig questios hep us estbish you esidecy sttus so tht

you c be sue tht you get the efud tht you’e egy etited to.

reSiDenCY QUeStiOnS

[email protected]

MayankTrivedi



If yes - Please provide details:

Visit www.taxback.com fo futhe detis bout ou sevices UK PaYE no-Bitish 3

UK

inCOMe tax reFUnD

emloy 1

Copy ne:

Steet:

City d Code:

Phoe: Fx:

E-i:

Woked fo: DaY MOnth Year uti: DaY MOnth Year

Wht is you occuptio?

Do you hve you P45 / P60? Yes no If o, woud you ike us to souce epceets fo you?* Yes no

Did you eceive P11D / beets o divideds? Yes no

11

12

13

14

eMpLOYMent inFOrMatiOn

I ode to successfuy pocess you tx ci, we eed ifotio o the epoyes you hd duig the tx ye(s) you wt efud fo.

Pese out the ‘Epoyet Ifotio’ sectio i s uch deti s possibe. Pese do’t foget to pit dditio pges if you hve hd oeth oe epoye.

Wok-eted expeses y sigicty icese you efud. Pese et us kow bout you expeses i ode to xiise you efud.


*Docuet etiev fee ppies

Did you incur expenses related to the undertaking of your duties which were not reimbursed by the employer? Yes no

Did you work at a temporary workplace during any tax years being claimed for? Yes no

Did you receive any other income during your time in the UK? (e.g. foreign income, jobseekers allowance,

pension income, rental income or investment income such as dividends or interest, etc)? Yes no

If yes - Please provide details

2005/06 2006/07 2007/08 2008/09 2009/10 2010/11 2011/12

Business Travel - own car, miles miles miles miles miles miles miles miles

Business Travel - bus/rail/other £ £ £ £ £ £ £

Business Travel - subsistence £ £ £ £ £ £ £

Protective Clothing £ £ £ £ £ £ £

Maintaining Protective Clothing £ £ £ £ £ £ £

Specialist Tools £ £ £ £ £ £ £

Maintaining Specialist Tools £ £ £ £ £ £ £

Uniform £ £ £ £ £ £ £

Cleaning Uniform £ £ £ £ £ £ £

Professional Fees and Subs £ £ £ £ £ £ £

Professional Indemnity Insurance £ £ £ £ £ £ £

Flat Rate Expense £ £ £ £ £ £ £

If yes - Please provide details

Temporary work place expenses 2005/06 2006/07 2007/08 2008/09 2009/10 2010/11 2011/12

Travel miles miles miles miles miles miles miles

Accommodation £ £ £ £ £ £ £

Subsistence £ £ £ £ £ £ £

Please note that in both cases you should have the records to verify your claim in the event that HMRC audits your affairs.

If you are using your own car you should keep a contemporaneous log of miles travelled.



UK

inCOMe tax reFUnD


*Docuet etiev fee ppies

DeCLaratiOn tO the eMpLOYer

I,

PLEASE PRINT YOUR NAME

gt fu uthoity to txbck.co to ct s y get i deig with y Uited Kigdo icoe tx etu ppictio. I ode to fciitte the

subissio of y ppictio I theefoe uthoise you to povide ifotio to txbck.co petiig to y epoyet.

ck.com1st Foo, 277/281 Oxfod Steet,

lodo, W1C 2Dl,Uited Kigdo

Siged:

Dte:

Txbck UK ltd t/ ck.com

is egisteed i Egd.

registtio nube: 04608872

15


Mayank Trivedi



UK

inCOMe tax reFUnD

16

Post you txbck.co fos to you oc ofce o to : 1s Floo, 277/281 Ofod S, Lodo, W1C 2DL, Ud Kdom


ne i pit: Dte:

Sigtue: ntio Is. nube: UTr:

CUStOMer agreeMent

I co tht:

1. I udestd tht txbck.co is tdig e fo the sevices of Txbck Ic., Chicgo, USa, d heeby cotct with

Txbck Ic. to cy out the sevices descibed heewith.

2. I udestd tht Txbck Ic. wi utiise its pet copy Txbck d its subsidiy d fite copies to gthe

ifotio egdig the sevices whee ecessy d tht the cotct eis with Txbck Ic. fo the dutio of the sevice.

3. I hve siged the ecessy Powe of attoey(s) to uthoise Txbck. Ic, d / o its subsidiy udetkigs tdig s txbck.co

d efeed to heefte s the aget, to pepe this tx etu d epeset e befoe the Hm reveue d Custos.

4. I hve ot ed UK icoe tx etu fo this tx ye o uthoised y peso to do so o y behf.

5. I udestd tht if I due efud fo this tx ye d I hve ot ed y ci fo othe tx yes i which I woked i theUK, the aget wi be obiged to e ppictio fo the othe tx ye(s) s we. I gee tht the aget shoud do this d I wi py

pocessig fee fo ech tx ye icuded i the ppcitio.

6. I uthoise txbck.co to etive y P45/P60/SoE docuets if I do ot hve the d gee to py diisttive fee fo

ech docuet.

7. I hve ot, fo the dted tx yes, () ppoched o ppied to the Hm reveue d Custos bout these tx ffis o bee

efused by the fo y eso, o (b) uthoised y othe pty to do so o y behf.

8. Shoud I eceive the efud diecty fo y othe souce othe th the aget, I udestd d gee tht I wi py the fee due

to txbck.co fo the wok copeted.

9. I udestd tht the UK Tx authoities wi ke the decisio o the vue of y efud due d the efud estitio giveby the aget is estitio oy, ot gutee.

10. I udestd tht this custoe geeet coves UK txes oy d I shoud seek septe dvice o how y efud eceived o ci

de y ipct y tx positio i othe juisdictios.

11. I gee to d ccept the tes d coditios of sevice s witte oie t www.txbck.co d to y chges i the tes

d coditios which txbck.co y effect fo tie to tie d to the fees of the get which epesets the sevices I hve

equested d which e povided by txbck.co d/o its fite copies.

12. I udestd tht ifotio coected i witig d/o veby fo UK tx etu ig sevices c d y be used fo ite

uditig puposes by txbck.co d povided to the Hm reveue d Custos fo exte uditig puposes.

13. I coit to updtig txbck.co of y chge i y cotct detis.

14. I hve povided tue, ccute d copete ifotio egdig y icoe, txes, ssets d peso cicustces to

txbck.co d I duy esposibe fo y discepcies i the ifotio povided d y u tx ecods with the

Hm reveue d Custos.

15. I gee to d ccept the tes d coditios of sevice s witte oie t http://www.txbck.co/tesdcoditios/d

I co tht I hve ed d gee to the fees s witte oie t http://www.txbck.co/fees.sp.

Mayank Trivedi


http://slidepdf.com/reader/full/tax-back-55ab4d551c17c 6/1064-8 HMRC 02/09

Please read the notes on the back before completing this

authority. This a uthority allows us to exchange and disclose

information about you with your agent and to deal with

them on matters within the responsibility of HM Revenue &

Customs (HMRC), as specied on this form. This overrides any

earlier authority given to HMRC. We will hold this authority

until you tell us that the details have changed.

Corporation Tax

Company Registration number

Company’s Unique Taxpayer Reference

NOTE: Do not complete this section if you are an

employ ee. Only t ick the box if you are an employer

operating PAYE

Employer PAYE Scheme

Employer PAYE reference

VAT (see notes 2 and 5 overleaf)

VAT registrat ion number

Give your agent’s details here

Give your per sonal details or Company registered oce here

If not ye t

registered

tick her e

For ocial use only

SA

NIRS

COP

NTC

COTAX

EBS

VAT

COP link

/

/

/

/

/

/

/

/

Authorising your agent

Please tick the box(es) and provide the reference(s)

requested only for those matters for which you want

HMRC to deal wi th your agent.

Address

Postcode

Telephone number

I, (print your name)

of (name of your business, company or trust if applicable)

authorise HMRC to disclose information to

(agent’s business name)

I agree that the nominated agent has agreed to act on my/ourbehalf, and the information is correct and complete.

The authorisation is limited to the matter s shown on the

right-hand side of this form.

Signature see note 1 overleaf before signing

Date

Address

Postcode

Telephone number

Agent codes (SA/CT/PAYE)

Client reference

/

/

/

/

/

/

/

/

Tax Credits

Your National Insurance number (only if not entered above)

If you have a joint Tax Credit claim and the other claimant

wants HMRC to deal with this agent, they should sign here

Name

Signature

Joint claimant’s National Insurance number

Individual*/Partnership*/Trust* Tax Aairs

*delete as appropriate (including National Insurance)

Your National Insurance number (individuals only)

Unique Taxpayer Reference (if applicable)

If you are a Self Assessment taxpayer, we will send

your Statement of Account to you, but if you would

like us to send it to your agent instead, please tick here

If UTR not yet

issued tick here

If you are

self employed

tick here

taxback.com

taxback.com

1st Floor277 - 281 Oxford Street

London

W1C 2DL

T6914E

0207 6599 188

World Leader in International

Tax Refund Since 1996

Mayank Trivedi



Please complete, sign, then send this form to your

HM Revenue & Customs oce. Use CAPITAL letters

Date received by HM Revenue & Customs

/ /

/ /

– –

Claimant’s

signature

Branch Sort Code

Details of Claimant

Full name

Address

Postcode

Claim

I claim repayment of the amount overpaid by me, (for non SA claims the period

or year ended must be entered in the box aside).

Date

If you complete a Self Assessment Return your repayment will usually be sent direct to you or your nominee ’s bank

or building society account. Please include the branch sort code, the account number and if appropriate, the name

and address of the nominee in the authority below. If you or your nominee does not have a bank account, we can

arrange for repayment to be made in the form of a payable order but you or your nominee will need to open a bank

or building society account in order to cash it. If the repayment is to be sent to your nominee by payable order, the

nominee ’s name and address must be entered in the authority below.

If you do not complete a Self Assessment Return your repayment will be made in the form of a payable order,

which must be paid into a bank or building society account. If you do not have a bank or building society account

you should nominate someone who does to receive the order for you. If the repayment is to be sent to a nominee

or posted direct to your bank or building society by payable order, the name and address must be entered in the

authority below. Also include your account number and sort code if the payable order is to be posted direct to your

bank or building society.

Authority

of ( full address)

Postcode

to receive on my behalf the amount due.

Claimant ’setaDerutangis

*enter the name of the account holder or the person who will receive the payable order.

Agent’s reference (if applicable)

/ /

I authorise nominee/agent (delete as appropriate)* Your/your nominee ’s bank or building societyaccount number (delete as appropriate)

taxback.com

1st Floor

277 - 281 Oxford Street

LondonWorld Leader in International

Tax Refund Since 1996

W1C 2DL

Mayank Trivedi



C u r r e n t d e t a i l s

c o n t i n u e d

I f y o u a r e s e l f - e m p

l o y e d

, p l e a s e e n t e r t h e n a m e a n d

a d d r e s s o f t h e b u s

i n e s s

D a t e t h e b u s i n e s s

s t a r t e d

I f y o u a r e a p a r t n e

r , p l e a s e e n t e r t h e f u l l n a m e o f

t h e p a r t n e r s h i p

B u s i n e s s n a m e

A d d r e s s

P o s t c o d e /

/

E m p l o y e d

- e n t e r y o u r e m p l o y e r ’ s f u l l n a m e , a

d d r e s s a n d t a x

r e f e r e n c e n u m b e r

S e l f - e m p l o y e d

- e n t e r y o u r b u s i n e s s n a m e a n d a d d r e s s

J o b s e e k e r s A l l o w a n c e

o r I n c a p a c i t y B e n e t

- e n t e r t h e n a m

e

o f y o u r B e n e t O c e

D a t e f r o m / t o

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e

a p p r o p r i a t e b o x

t h a t a p p l i e s t o y o u

E m p l o

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r n i n g

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S e l f - e m

p l o y e d

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c i t y

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t

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r n i n g

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p l o y e d

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c i t y

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t

N o t e a

r n i n g

T o t a l w e e k l y i n c o m e

b e f o r e s t o p p a g e s

a n d p a y r o l l o r w o r k s

n u m b e r

P a y r o l l o r w o r k s

n u m b e r

O c t 0 3 / J a n 0 4

/ / /

l l l l l l l l l


n u m b e r


n u m b e r

T a x r e f e r e n c e



F u l l n a m e

A d d r e s s

P o s t c o d e

F u l l n a m e

A d d r e s s

P o s t c o d e

F u l l n a m e

A d d r e s s

P o s t c o d e

£ £ £

E m p l o y m e n t h i s t o r y

W e w o u l d l i k e t o k n o w w h a

t y o u d i d s i n c e t h e d a t e s h o w n i n B O X A o n t h e f r o n t p a g e .

P l e a s e l i s t i n d a t e o r d e r ,

a l l t h e j o b s y o u h a d a n d a n

y p e r i o d s w h e n y o u w e r e o u t o f w o r k

. P l e a s e c o n t i n u e o n a s e p a r a t e s h e e t

i f n e e d e d .

P l e a s e c o m p l e

t e i n a l l c a s e s

Y o u r a d d r e s s ( i f n o t c o r r e c t o v e r t h e p a g e )

T e l e p h o n e n u m b e r

( i n c l u d i n g n a t i o n a l d i a l l i n g c o d e )

S i g n a t u r e

Y o u r N a t i o n a l I n s u r a n c e n u m b e r

( i f n o t c o r r e c t o v e r t h e p a g e )

D a t e

/

/

D a t e o f b i r t h /

/

A d d r e s s

P o s t c o d e

0 2 0 7 6

5 9 9 1

8 8



4. How you want to be paid any money we owe youNot everyone gets a refund. If we owe you any money, we can either pay it to you or someone else on your

behalf – this is known as a ‘nominee’. Please choose one of the following two options:

Option one – Please pay direct to bank or

building society

Bank sort code

Account number

Account holder’s name

Bank or building society name and a ddress

Put ‘X’ in one box

This is my account

This is my nominee’s account

Name

Address

Postcode

— —

Option two – Please pay by cheque direct to me or

my nominee

Put ‘X’ in one box

Please make the cheque payable to me

I authorise the cheque to be payable to my nominee

Tell us your nominee’s name

Tell us the address to send the cheque to

DeclarationYou must sign this declaration.

If you give information which you know is not correct or complete, action may be taken against you.

I declare that

• the information I have given on this form is correct and complete to the best of my knowledge

• I claim repayment of any tax due.

Your signature Date DD MM YYYY

What to do now

Put an ‘X’ in relevant box

I have enclosed parts 2 and 3 of my form P45 Details of employee leaving work

I don’t have a form P45 Please tell us why in the box below, for example because you are retired or a UK Crown servant

employed abroad. If you have a form P4 5 and don’t send it to us, any payment due to you may be delayed.

Please send this form to your tax office. You can find your tax office address by:

• going to www.hmrc.gov.uk select Contact us and choose Find your Tax Office

• asking your employer.

taxback.com

1st Floor

277 - 281 Oxford Street

London

W1C 2DL

Tax Back

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