In these Terms and Conditions:
“We”, “us” and “our” refer to QuickRebates. Our head office address is located at Traynor House, Traynor Way, Whitehouse Business Park, Peterlee, SR8 2RU.
“You” and “your” refer to you or anyone else using our Services, which are explained below, and services provided via our website, QuickRebates.co.uk, that require you to enter personal information.
2 Our Services
2.1 Tax Rebate. Using all the information you have provide, and via telephone calls and emails, QuickRebates will assess and calculate your claim, and complete and submit the appropriate signed forms to obtain a tax Rebate from HMRC.
2.2 Tax Return. If HMRC require you to submit a Tax Return, but if a Tax Rebate is not available or suitable, QuickRebates will calculate how much tax you owe, and complete and submit a signed Tax Return to HMRC.
2.3 Handling an enquiry from HMRC. QuickRebates will handle all paperwork relating to HMRC enquiries should one be raised from our submission of your Tax Return. If HMRC should make an enquiry into a Tax return that we did not prepare, we can offer a quotation for this service.
3 Our Obligations
3.1 We will accurately process all information you provide to us and take all actions necessary in connection with the provision of our Services as quickly as possible.
3.2 If HMRC charge a penalty for the late filing of a document or any other default which is caused by us, we will pay it. If it’s not our fault, you will have to pay it.
3.3 We maintain high standards of conduct in our dealings with government departments and others. We will decline to provide a Service if we believe that doing so may breach those standards. We will notify you as soon as we can if we decide not to provide a Service.
3.4 If you do not provide all the relevant information we cannot be held liable for the outcome of your Tax Rebate or Tax Return.
3.5 QuickRebates will not be liable for any delays in Tax Rebates being paid to you that have been caused by HMRC’s procedures and security checks.
4 Your obligations
4.1 You agree to co-operate with us so that we can provide the Services in accordance with our obligations.
4.2 You agree to provide the information that we ask for promptly and 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.
4.3 You will keep accurate records and receipts as required by HMRC to support your Tax Rebate claim.
4.4 You must tell us about all your sources of income and the amounts you receive, including any PAYE, self-employed, pension or rental income and any benefits received in every tax year for which QuickRebates is completing a Tax Rebate 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.
4.5 You are responsible for approving any Tax Rebate claim or Tax Return before we submit it to HMRC.
4.6 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 QuickRebates, including our fee, unless we have made an error too.
5 Our fees
5.1 Under normal circumstances we take our fee from your Rebate when we received it from HMRC, so you have nothing to pay up front. If there is no Rebate due but you have to file a tax return anyway (e.g. if you’re self employed) we will ask you to pay our fee before we submit it.
5.2 For submission of a PAYE tax Rebate claim, our standard fee is 20% of the amount claimed.
5.3 For submission of a CIS tax Rebate claim or CIS tax return, our standard fee is £200.
5.4 For handling an HMRC enquiry into a claim not submitted by QuickRebates, our fees are £45 per hour (subject to a minimum fee of £75).
5.5 Our tax return services where no Rebate is due are subject to a minimum fee of £75.
6 How we handle your Rebate
6.1 You authorise us to receive payment of all sums relating to Tax Rebates claimed by QuickRebates on your behalf. We will deduct our fees from the sums received and promptly forward the balance to you.
6.2 If HMRC send a Rebate direct to you without our authorisation, you must pay our fee. We will take all legal and necessary action to retrieve any fees owed to us.
6.3 The calculations and computations we produce to submit your Tax Rebate or Tax Return are for our use only. If you use these calculations to submit your own or a fraudulent claim we will seek payment for our work. We will take all legal and necessary action to recover any fees owed to us.
7 Data protection and money laundering
7.1 We are registered for Data Protection (no. Z9184087) and have strict security measures to protect personal information. This includes following certain procedures (for example, checking your identity when you phone us) and encrypting (encoding) data on our websites.
7.2 Any personal data you provide to us will only be used to carry out our Services.
7.3 You agree to us storing this data in paper and/or electronic form. We will securely store all of your documents for 3 years in accordance with the retention policy guidelines, after this point they will be securely destroyed in accordance with the ISO BS EN 15713 standard of Secure Destruction of Confidential Waste. If you require your documents to be returned to you within this timeframe, please contact us.
7.4 We reserve the right to record and monitor some telephone calls, emails and other electronic communications for training and quality purposes.
7.5 We may contact you by using any contact details you have provided. You can ask us not to send you any information on our offers or services at any time by contacting us.
7.6 We will not pass your details to anyone outside of QuickRebates.
8 UTR Fast Track Terms & Conditions
8.1 When you pay the £14.40 for the UTR fast track you are acknowledging and agreeing to be placed onto a subscription (which can be cancelled at any time) with QuickRebates which will include the below benefits.
8.2 *Discount for completion of your tax return in April - You will avoid the full fee of £294.00 (inc VAT) for completion of your tax return and will instead only pay £14.40 per month over the course of 12 months. - If 12 months of payments are not made when the tax return is due you will still receive the reduced rate and any outstanding balance remaining to be paid can be done so up front or deducted from your tax rebate.
8.3 *Year round 1-1 accountancy services - Your own advisor on hand to provide advice, collect data, prepare returns on your behalf and deal with HMRC *some queries must be handled by the taxpayer due to HMRC guidelines.
8.4 *Maximised tax rebate - Peace of mind knowing we will be acting with your best interests in mind, doing our absolute best to claim back all your allowable expenditure ensuring as much money goes back into your pocket from tax as possible.
8.5 *Use of the QuickRebates mobile application - We will send you the links needed to download our mobile app and then provide you with login details. Our app allows you to store all the information required to complete a tax return online, no more frantic searching for receipts, just gradually store them safely without clutter over the course of the year.
8.6 *Monthly emails providing help and advice relating to self-employment.
By agreeing to these terms, you are understanding that;
Once your application has been processed no refund will be due (this means if your application is unsuccessful due to the details you have provided being incorrect you are not entitled to a refund this also applies if you are applying for a UTR number when you already have one that exists.
A new UTR number will not be generated and sent out from this application if one exists - if you have a UTR number that already exists, we will be able to obtain this for you within 10 working days of your signed authorisation from being returned. An authorisation form will be issued in the post, this MUST be returned as soon as possible (this enables us to assist further if there are any issues with your UTR number arriving in the post). If your UTR number does not arrive in the post within the 10-working day timeframe and you have not returned your authorisation form, we are not liable for any further delays. You are agreeing that an advisor from our company may attempt to contact yourself to speak about the application and your subscription.
Last Updated 21st March 2021