TERMS & CONDITIONS OF SERVICE:

We try to keep our Terms and Conditions simple, easy to understand, and avoid too much legal jargon. That way, we hope you’ll read them in full and have a better understanding of our relationship. By using any of our services, you are agreeing to these Terms and Conditions. If you have any queries about what these Terms and Conditions mean, please contact us directly and we will be pleased to assist further.

DEFINITIONS

1. In these Terms and Conditions, “We,” “Us,” and “Our” refers to Foundation Tax Services, a trading name of Carrwood Ltd, with registered offices on the First Floor, 28a Middle Hillgate, Stockport, SK1 3AY.

2. “You” and “Your” refers to the person(s) that have submitted a claim for the overpaid tax to us, using services provided via our website, claimmytaxback.co.uk, that require you to enter personal information.

3. “Claim” refers to the overall process of you instructing us to act on your behalf to recover overpaid tax from HMRC.

4. “Claim Form” refers to the signed application form you have completed online.

5. “Services” means the services provided by us including assessing the viability of your claim and preparing and submitting the same to HMRC.

WHAT WE ASK FROM YOU

1. You agree to co-operate with us so that we can provide the services in accordance with our obligations.

2. In order to provide you with our services, you agree to give us full permission and consent required to act on your behalf as your agent with HMRC. You also agree to provide us with all relevant information that is required in accordance with your claim. This may also include us taking additional steps to enable us to obtain this information from other sources if required.

3. You agree to provide the information that we ask for promptly and to make sure that this information is true, accurate, correct, and complete to the best of your knowledge.

4. We have partnered with Tyler Hampshire Ltd (Tyler Media) to send you money-saving tips, benefits, and offers from other third-party companies' services that may be of interest to you. You understand that you have the option to opt-out of these emails and update your preferences with us and Tyler Media.

OUR OBLIGATIONS TO YOU

1. We will accurately process all the information you provide and take all actions necessary in connection with the provision of our services as quickly as possible.

2. We maintain high standards of conduct in our dealings with Governmental Departments and other institutions. We reserve the right to decline to provide our services if we believe that doing so may breach these standards. We will notify you as soon as is practicable if we decide not to provide our service.

3. If you do not provide all the relevant information in our requested time frames when we agree to provide a service, we cannot be held liable for the outcome of your tax refund claim.

TAX PREPARATION SERVICES

1. We will usually try to contact you within 72 hours of you completing your information and requesting a call, but this is a guide only and during busy times, it may take up to 7 days.

2. A fixed fee will be agreed upon after the initial consultation with our tax adviser. This will be based on the information you provide. If this information is incorrect or incomplete, we reserve the right to renegotiate the fee.

3. Once you have provided all the requested information and documents, we will complete your tax return and email it to you within 7 days. The 7 days is a guide timeline only and during busy times, it can take up to 14 days.

4. We expect you to contact us to approve or discuss your draft tax return within 7 days of receipt.

5. If we feel the information you provide to us is dishonest or fraudulent, we reserve the right to cancel our relationship with you.

WHAT WE CLAIM BACK FOR YOU

1. All claims submitted to us are for a general overpayment of tax and not for any one specific tax rebate such as Uniform allowance or Mileage allowance.

2. We will claim back any tax you have overpaid for the years you have specified on the online application form. These overpayments can occur from different considerations including, but not limited to:

3. Tax codes with incorrect or missing work expenses.

4. Tax code errors such as not being on the correct Tax Code.

5. An instance where you are mistakenly taxed, even though your income was below the tax-free personal allowance.

6. An instance where you are put on an emergency Tax Code because you are in a new job.

7. Our fee applies to any overpayment of tax as a result of any of the reasons stated above but is not limited to the same.

OUR FEES

1. We will receive tax refund payment(s) from HMRC on your behalf and deduct our fee, before sending out a payment to you.

2. Our fee is 30% plus VAT of the total tax refund we obtain for you from HMRC.

3. We charge a minimum fee of £25.00 inc VAT for any successful claim approved by HMRC. If your tax refund amount does not cover this sum, we will retain the lesser amount and confirm that no additional charges or costs will apply. Your claim will then be closed.

4. Our charges apply to all reimbursements and payments received from HMRC.

5. If we receive a payment on your behalf, due to a claim you made prior to applying to us, we reserve the right to deduct our fee outlined in 5.2 and 5.3 above. However, if you can supply us with satisfactory evidence that the exact refund was in the process to be reimbursed directly to you before you submitted a claim to us, we may consider a partial refund. This is dealt with on a case-by-case basis and we have no requirement or obligation to do so.

6. If you request us to re-issue a cheque that we have previously sent to you, we will charge you a fee of £19.99. Where the value of the cheque is under £19.99, you will not be required to pay us any more than the amount of the refund. We will not charge you this fee if we have made a mistake that requires your cheque to be re-issued.

7. Following the issue of a refund cheque, if we do not hear from you after a further 12 months and your cheque remains un-cashed, we will close your file and you agree that we will dispose of your refund as we see fit, including to a charity of our choice.

8. For our tax preparation services, points 5.1 to 5.7 (inclusive) do not apply. A fixed fee is agreed before any commencement of work.