Guide to Submission of a Tax Claim
Please complete our Tax Rebate Questionnaire on line and then download and sign the remaining forms where indicated by an X.
Questionnaire
-
Please complete all sections of the Questionnaire in full
-
Ensure you complete your current home address in the UK and previous address in the UK (if applicable)
-
Ensure you complete your employment history, including current and ALL previous employments since arriving in the UK
-
Please note any unemployment/travel breaks that exceeded 2 months and the reason
Employment documents
-
Please enclose original employment documents for each financial year you are making a claim including your P45 (leaving employment document), P60 (end of year earnings certificate) or CIS Vouchers (applicable to Construction Industry workers)
-
If you are missing any of these documents, you should contact your employer and request a Statement of Earnings for the missing period. These must be also be included
-
If you have received any benefits in kind from any employer (for example private medical cover or car and fuel allowance), you will also need to provide a P11D Benefits form
-
Please enclose copies of any HM Customs & Revenue correspondence
-
Finally, take a photocopy of all employment documents for your own records
Contract
-
Please read our terms and conditions, then sign and date where indicated Please retain one copy for your own records
HM Customs & Revenue forms
-
DO NOT COMPLETE THESE FORMS
-
Please ONLY SIGN the HM Customs & Revenue forms where an X is marked. Please note that forms P85 (Leaving the UK) and R38 (HM Customs & Revenue Tax Claim) both require signatures in 2 places
-
Please do NOT enter any additional information or make any changes to personal details; we will complete these forms on your behalf and make any necessary changes
Please return your Tax Claim forms and accompanying employment documents to:
Anglo Pacific Tax Services
FREEPOST RLZA-UXLG-HYSH
Castlewood House
77-91 New Oxford Street
LONDON. WC1A 1DG
As soon as your Tax Claim has been assessed a member of our Tax team will be in contact with you.
Please click here to complete the form.