Last updated on 25^th March 2024.

1. Definitions 

In these Terms and Conditions:
•  “We”, “us” and “our” refer to TIK TAX, a trading name of TIK TAX Ltd. We’re a company incorporated in England and Wales (Company number: 15586835).
•  Our registered office is 3A Market Place, Brackley, Northamptonshire, NN13 7AB. •  “You” and “your” refer to you or anyone else using our Services, which are explained below, and services provided via our website, tik-tax.co.uk, that require you to enter personal information.

‍2. Our Services 

At TIK TAX, we submit a self-assessment tax return to HMRC on behalf of you to reclaim tax relief that may be due.

2.1 Submitting your Self-Assessment Tax Return
‍Using all the information you have provided via form submissions, telephone calls, emails and text messages, TIK TAX will assess, calculate, complete, and submit the appropriate signed forms to HMRC. If HMRC requires you to submit a self-assessment tax return and TIK TAX calculates a tax liability due to HMRC instead of a refund, TIK TAX will calculate how much tax you owe, advise you what liability is due to HMRC and by which date and submit your self-assessment tax return to HMRC.

2.2 Handling an Enquiry from HMRC
‍If HMRC launches an enquiry into your self-assessment tax return, TIK TAX will gather the required information from you and respond to all queries from HMRC until the enquiry is closed. If TIK TAX submitted the self-assessment tax return, we will handle the enquiry free of charge. Any enquiries from HMRC must be dealt with by TIK TAX. If you receive any correspondence from HMRC via post or telephone, please direct them to TIK TAX. If you provide information to HMRC regarding your enquiry without your accountant’s prior approval, you will not be covered by the TIK TAX GUARANTEE. We cannot handle enquiries for self-assessment tax returns that we have not submitted.

2.3 Tax Code
‍After your self-assessment is submitted to HMRC, your tax code may go up. If you notice this, we highly recommend that you contact TIK TAX to have them removed back to your normal tax code. If TIK TAX is notified of a tax code increase, we will automatically remove your employment expenses from your tax code with HMRC on your behalf. We remove the expenses as HMRC assumes that your travel and subsistence costs will continue to stay exactly the same. As our customers have varied workplaces and work patterns, it is more beneficial to our customers to remove any job expenses that HMRC add to your tax code. This will prevent you from underpaying tax if your circumstances change.

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. The average time for a claim is 8 to 12 weeks with an additional 4-16 weeks or longer if HMRC run security checks or delay the claim in any way. However, it can also take as little as 2 weeks. The 8 to 12 weeks is a guideline timescale based on how long the average claim can typically take. We don’t guarantee to complete claims within this timescale due to the potential delays that can be caused by HMRC in some circumstances. The timeline of 8 to 12 weeks begins when our administration team have gathered all the information from you to start the claim and able to send off your 64-8 form and SA1 form to HMRC.

3.2 If you are late filing your self-assessment and you receive fines from HMRC, these will be payable by you, unless the reason for the late return was due to TIK TAX, then we will appeal the penalty and if unsuccessful we will pay the fine.

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 correct information for TIK TAX to complete your self-assessment tax return, we cannot be held liable for the outcome of your self-assessment tax return.

3.5 TIK TAX will not be liable for any delays in Tax Refunds 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 obtain this information from other sources if required.

4.3 You agree to provide all information relevant to complete your self-assessment tax returns for the tax years you have selected on your form submission. If you do not supply all income and any other relevant information we request and we are unable to submit your self-assessment on time you will be liable for any late filing penalties incurred by HMRC.

4.4 You will keep accurate records such as receipts and bank statements. If your records are bank statements, you will be required to keep a food diary and mileage log to support your bank statements as required by HMRC. Bank statements alone are not sufficient to support your claim. If you purchase all your expenses via cash only and have not kept receipts, then we will be unable to process your claim.

4.5 You must tell us about all your sources of income and the amounts you receive, for every tax year for which TIK TAX is completing a self-assessment. You must also provide honest, accurate and correct details of the money you have spent for the purposes of your work or business.

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 TIK TAX, including our fee, unless we have made an error.

4.7 For TIK TAX to proceed with your claim, you must have no outstanding debts with HMRC and must not be declared bankrupt or under an IVA (Individual Voluntary Agreement).

5. Our Fees

5.1 Under normal circumstances we take our fee from your refund when we receive it from HMRC. If liabilities are owed to HMRC we reserve the right to recover the full charge from you for services provided. If there is no refund due but you have to file a self-assessment (e.g., if you’re self-employed), we will ask you to pay our fee before we submit it.

5.2 For a submission of a PAYE self-assessment, our standard fee is £350 plus VAT for the current tax year and 30% of fees for historic tax years.
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5.3 For submission of a CIS self-assessment, our standard fee is £260 plus VAT for the current tax year and 30% of fees for historic tax years.

5.4 If you contact us to cancel after we have received your UTR number from HMRC and an accountant has been assigned to work your case, you will be charged our minimum fee of £60+ VAT per tax year that we were instructed by you to open and file a self-assessment for. If we have not received your UTR number and you call to cancel, then there is no charge. However, when you do get your UTR number from HMRC, it will be your responsibility to contact HMRC and instruct them to close your self-assessment record.

5.5 In the event of an enquiry from HMRC, TIK TAX will require you to provide all information needed to support your claim. If you cannot or will not provide this information, then you will still be charged the expected fee.

5.6 The calculations and computations we produce to submit your 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.

5.7 If HMRC sends a refund directly to you, you will be invoiced for our fee. We will take all legal and necessary action to retrieve any fees owed to us.

6. How We Handle Your Refund

6.1 You authorise us to receive payment of all sums relating to Tax Refunds claimed by TIK TAX on your behalf. We will deduct our fees from the sums received and promptly forward the balance to you.

7. TIK TAX Guarantee

7.1 Under the TIK TAX Guarantee, if HMRC opens an enquiry into your claim, we will handle the enquiry free of charge. If the enquiry results in any money being repayable to HMRC, we will make the repayment provided you have given us full and accurate information about your income, outgoings, and any money you owe HMRC. You must be able to provide the information required as part of HMRC enquiries. Failure to engage in this process will result in the TIK TAX Guarantee being withdrawn.

7.2 The TIK TAX Guarantee does not apply, and you will have to make the repayment if: You have provided incorrect or incomplete information, or You cannot provide proof of purchase as stated in section 4.4 of your obligations or You liaise with HMRC without prior approval from your accountant which is stated in section 2.2 Our Services or in the event of an enquiry from HMRC, you will not or cannot provide the information we require to support your claim or Your accountant has advised you are not covered by the TIK TAX Guarantee or You owe HMRC money due to other reasons or the repayment is for a claim we did not submit.

8. Data Protection and Money Laundering

8.1 We are registered for Data Protection with the ICO (Information Commissioner’s Office). We operate under strict security measures to protect personal information.

8.2 Any personal data you provide to us will only be used to carry out our Services.

8.3 You agree to us storing this data in paper and/or electronic form. We will securely store all 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.

8.4 We reserve the right to record and monitor some telephone calls, emails and other electronic communications for training and quality purposes.

8.5 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.

8.6 We will not pass your details to anyone outside of TIK TAX Ltd. or our trading partners.

8.7 We are registered under the UK’s Money Laundering Regulations. The legislation requires us to check your identity and keep evidence that we have done so. We will ask you to send us a photographic ID and two proofs of address so that we can provide the Services to which this legislation applies.

9. Complaints

9.1 If you are not happy, please let a member of our staff know as soon as possible. In most cases, your complaint will be resolved immediately. If you wish to take it further, please follow our Complaints Process below.

9.2 Complaints Process
To log a complaint please email relax@tik-tax.co.uk. Please provide your name, number and address details and our complaints department will respond within 10 working days. Our complaints department will then try to deal with the issue by:
•  Establishing what has happened so far, and who has been involved.
•  Clarifying the nature of the complaint and what remains unresolved.
•  Clarifying how we can resolve the issue.
When the course of action has been decided and carried out, we will confirm with you that the issue has now been resolved and the complaint is closed.

9.3 If you want to make a formal complaint instead, please write to the Complaints Team Manager TIK TAX Ltd.: 3A Market Place, Brackley, Northamptonshire, NN13 7AB.

9.4 Your written complaint will be acknowledged in writing within 10 working days of its receipt. The reply will include information about how the issues raised will be dealt with, and a written commitment to send a formal, written, response within a further 20 working days.

‍10. What Can You Claim Tax Back On

‍10.1 You can claim tax back on most work-related expenses. Below is a list of items that you can request a tax rebate on:
•  Vehicles for work use
•  Fuel/Mileage costs
•  Travel expenses
•  Overnight expenses (food in certain circumstances)
•  Rail Tickets (single & season tickets)
•  Uniforms, work clothing, and tools
•  Cleaning costs for uniforms
•  Professional fees, subscriptions & unions fees

10.2 This list is an example of what you could claim back; there may be expenses & items specific to the job role that you could claim back.