Last Updated:
Apr 17, 2025
terms of services
These terms may have changed since you last reviewed them
You can find everything you need to know about us, Taxbax Limited, and our products on our website before you instruct us to recover a tax rebate on your behalf. We also confirm key information to you in writing before you instruct us, either by email or in your online account.
At TaxBax, we specialise in helping hardworking individuals like you reclaim the tax you’re owed from HMRC. With our expert team, transparent service, and commitment to delivering maximum rebates, we can guarantee you’ll be in safe hands every step of the way.
welcome to taxbax
Thank you for trusting TaxBax to secure your HMRC tax rebate. Our expert team is here to ensure you receive the maximum rebate you’re entitled to, without the hassle of navigating the tax system alone.
At TaxBax, we pride ourselves on offering a simple, fast, and efficient service, putting you and your experience at the centre of everything we do. This document serves to authorise us to act as your tax agent and work on your behalf with HMRC. Rest assured, we operate under strict HMRC guidelines, with data security as a top priority.
what to expect
Tax rebates typically take 4–8 weeks to process, depending on HMRC’s workload. We’ll keep you updated on our progress via email, so you’re never left wondering about your claim status.
refer and earn
For every friend, family member, or colleague you refer who successfully claims a rebate, we’ll reward you with £50. Start sharing at www.taxbax.co.uk/refer-a-friend.
our contract with you
When you instruct us in accordance with these terms, you accept these terms and enter into a contract with us for the supply of our services. This contract will continue, unless terminated earlier in accordance with these terms, for a minimum period of three (3) years (Initial Term) and automatically extends for one (1) year (Extended Term) at the end of the Initial Term and at the end of each Extended Term. Either party may give written notice to the other party, not later than one (1) month before the end of the Initial Term or the relevant Extended Term, to terminate the contract at the end of the applicable term. The three-year term does not apply if you are only signing up for a marriage tax claim or for tax return preparation services.
what we will do for you
5.1 Tax Refund. We will use the information you provide through telephone calls and email correspondence to assess and calculate your claim. Once calculated, we complete and submit the appropriate signed forms to HMRC.
5.2 Tax Return. If HMRC require you to submit a Tax Return, but a Tax Refund is not available or suitable, Taxbax will calculate how much tax you owe, and complete and submit a signed Tax Return to HMRC.
5.3 Handling an enquiry from HMRC. If HMRC launch an enquiry into your Tax Return or Tax Refund claim, we will gather the required information and respond to all queries from HMRC until the enquiry is closed. If we submitted the Tax Return or Tax Refund claim on your behalf, we will handle the enquiry free of charge. If you would like us to defend an HMRC enquiry for a tax return or tax refund claim that we did not prepare or submit, we will charge you an additional amount. Where additional amounts are due, we will only proceed with your agreement on costs.
5.4 Tax Code. If you receive a Tax Refund through our service, we’ll contact HMRC to check and update your tax code. If you’d prefer us not to contact HMRC to remove expenses added to your code, please let us know; HMRC may ask you to justify them each year.
our obligations to you
6.1 We will provide our services with reasonable care and skill and 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.
6.2 If HMRC charge a penalty for the late filing of a document or any other default which is caused by us, we will pay the penalty. If it’s not our fault, you will have to pay it.
6.3 We maintain high standards of conduct in our dealings with government departments and others. We may decline to provide a service if we reasonably 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.
6.4 If you do not provide all the relevant information in our requested timeframes, we will not be liable for the outcome of your Tax Refund claim or Tax Return, or any potential late filing fines, to the extent they result directly from your failure to provide the required information.
6.5 We will not be liable for any delays in Tax Refunds being paid to you where they have been caused by HMRC’s procedures and security checks.
your obligations to us
7.1 You agree to co-operate with us so that we can provide the services in accordance with
our obligations.7.2 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.
7.3 You will keep accurate records and receipts as required by HMRC to support your Tax Refund claim and retain them for seven years following the tax year to which your Tax Return relates.
7.4 You must tell us about all your sources of income and the amounts you receive, including but not limited to, any PAYE, self-employed, pension or rental income and any benefits received in every tax year for which Taxbax is completing a Tax Refund claim or Tax Return. You must also provide honest, accurate and correct details of money you have spent for the purposes of your work or business, and provide documentary evidence to support your spending when we request it.
7.5 You are responsible for approving any Tax Refund claim or Tax Return before we submit it to HMRC. Your approval is required by replying to our email to you containing your Tax Refund claim or Tax Return.
7.6 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 us, including our fee, unless we have made an error too.
our fees
8.1 Under normal circumstances we take our fee from your refund when we receive it from HMRC, so you have nothing to pay up front. If you have a liability owed to HMRC that was not known to us at the time we submitted your claim, we will seek payment for the services we provided. If there is no refund due but you must file a Tax Return, we will ask you to pay our fee before submission.
8.2 Standard fees:
• PAYE & Self-Assessment refunds: 30% of refund + VAT (minimum £50 + VAT) — 36% including VAT; minimum £60 including VAT.
• CIS Tax refund or Tax Return: £300 + VAT (£360 including VAT).
• Self-Assessment (no refund): from £199 + VAT (email info@taxbax.co.uk for a quote); £238.80 including VAT.
8.3 First and subsequent claims: PAYE & Self-Assessment — 30% + VAT. CIS — £300+ VAT (£360 including VAT). Any HMRC ‘repayment supplements’ are treated as part of the claim value and are subject to our percentage fee.
8.5 Handling an HMRC enquiry for a claim we did not submit: £100 per hour + VAT (minimum £100 + VAT).
8.6 Where no refund is due, tax return fees vary by complexity; minimum £199 + VAT. Payable before we send your return for approval.
Marriage tax claims: 30% of refund + VAT (minimum fee £50 + VAT) 36% including VAT; Minimum £60 including VAT. This is both for a stand-alone Marriage tax claims and if the claim is included within any of other tax claims we have made on your behalf.
8.7 We review our fee rates annually and will advise you of any changes before they affect you.
8.8 If the VAT rate changes between contract formation and service delivery, we adjust the VAT you pay unless you have already paid in full.
8.9 Adjustments after submission may incur an administration fee of £99+VAT.
how we handle your tax refund
9.1 You authorise us to receive payment of all sums relating to your Tax Refunds claimed by us on your behalf. We will deduct our fees from the sums received from HMRC and promptly forward the balance to you.
9.2 If HMRC send a refund directly to you without our authorisation, you must pay the fees due to us. If you do not pay when required, we may take legal action and seek recovery costs in addition to the fees owed.
9.3 The calculations and computations we produce to submit your claim or return are for our use only. If you use them to file a claim yourself or through another party, we will not be responsible for any HMRC action and will pursue payment of our fees.
changes to our services and these terms
We can make changes to reflect updates in law or regulatory requirements and to make minor technical adjustments and improvements. For changes such as adjustments to our percentage fee, contract term, minimum thresholds, or minimum fixed fee, we will notify you. You may end the contract before such changes take effect to receive any due refund for services paid in advance but not received.
withdrawal or suspension of services
We may stop providing a service (for example, for certain kinds of tax liability) if you no longer qualify for a rebate or do not meet our minimum threshold. We may also suspend services as permitted in these terms.
our responsibility for losses you suffer
We do not compensate for all losses. We are not responsible for losses that are unforeseeable, caused by delays outside our control, or avoidable by reasonable action. For business customers, total liability is limited to the greater of £250 and 150% of the total sums paid for services in the preceding 12 months. Nothing in these terms limits liability for death, personal injury, or fraud.
nobody else has any rights under our contract
The contract is between you and us. No third party can enforce it. Our advice and information are for your sole use unless we expressly agree that a specified third party may rely on our work.
complaints process
Informal resolution: contact our Customer Care Team to discuss your issue. They will assess what has happened, clarify what remains unresolved, and agree a route to resolution with you, then confirm when the complaint is closed.
Formal complaints: Email help@taxbax.co.uk and address the email to the Customer service team. We will acknowledge within 3 working days and provide a written response within 20 working days.
1if you are a consumer you have a right to change your mind
You have 14 days from acceptance for cancellation unless we have already submitted your claim. To cancel, contact help@taxbax.co.uk.
transfer of this contract by us
We may transfer our rights and obligations under this contract to another organisation. We will tell you in writing if this happens and ensure the transfer does not affect your rights.
you cannot transfer this contract
Given the nature of our services, you cannot transfer your rights or obligations under this contract to anyone else.
When You Can’t Change Your Mind. You can’t change your mind instructing us once we’ve submitted a claim on your behalf.
severability
If a court or other competent authority decides that any term is unlawful, the remaining terms will continue in full force and effect.delay in enforcing this contract
Even if we delay enforcing this contract, we can still enforce it later. We might not immediately act if you breach the contract, but that does not mean we waive our rights.authorisation to act as agent
You authorise Taxbax Ltd to act as your agent with HMRC. This includes accessing your tax records, filing tax returns, corresponding with HMRC on your behalf, and submitting claims or requests relevant to your tax obligations. HMRC may share your personal and financial information with us for the relevant taxes and periods authorised. You remain responsible for the accuracy of information provided and for meeting your tax obligations. This authorisation remains in effect until you notify us or HMRC in writing of its withdrawalsometimes we reject instructions
We may reject instructions if:
• a credit reference we have obtained is unsatisfactory
• we can’t verify your identity or age
• you are located outside the UK
• you do not qualify for tax relief due to the financial information you have provided as part of your claim;
• if the expenses, mileage or marriage allowance do not create a benefit of at least £200
we do not guarantee a rebate
We do not guarantee that you will receive a cash rebate when you use our Services, nor do we guarantee that any claim will be successful. In some instances you may not receive a cash rebate as you already owe money to HMRC. However, a rebate may reduce the amount owed by you to HMRC in which case our fee will be payable upon confirmation of the reduction in liability with HMRC and billed at 30% plus VAT of the benefit we have created.
we charge interest on late payments
If we’re unable to collect any payment you owe us, we charge interest on the overdue amount at the rate of 4% a year above the Bank of England base rate from time to time. This interest accrues on a daily basis from the due date until the date of actual payment of the overdue amount, whether before or after judgment. You pay us the interest together with any overdue amount.we pass on increases in VAT
If the rate of VAT changes between the date on which you instruct us and the date we supply our services, we adjust the rate of VAT that you pay, unless you have already paid in full before the change in the rate of VAT takes effect.we’re not responsible for delays outside our control
Sometimes, the services may be delayed by events outside our control, for example, HM Revenue & Customs usually aims to process rebates within 4-6 weeks of receipt of a claim. We will let you know if there is anything we or you can do to reduce the delay.We will not be responsible for any late filing fees related to the late submission of self-assessment tax returns by you, and any deductions from your rebate will not affect our fee.
termination fee’s explained
We charge you additional sums if you don’t give us information we’ve asked for to provide services or if you don’t do preparatory work as agreed with us. We will contact you for any missing information not included in the initial form to allow us to provide the Services. If this information is not provided in full within five (5) business days of us asking for it, we will review your case which may lead to a termination of agreement resulting in a fee of £249 plus VAT for our administration costs should the status of your claim be ‘pre submission’ on your initial claim. Pre submission status means the claim has not yet been finalised and submitted to HMRC with a final claim value. This will be payable within 7 calendar days.Should you choose to cancel after your claim has been submitted to HMRC and before your initial term then the cancellation fee will be the average claim fee multiplied by the remaining years in the initial term. This is payable within 7 calendar days.
Breach of contract will lead to a termination fee and will include but not limited to not complying with our process or refusal to continue communication and lack of payment for fee’s owed for services rendered.
when you instruct us, you are agreeing that:
• Sometimes we reject instructions.• We charge you when we obtain a rebate on your behalf by deducting a proportion of the amount recovered.
• We charge interest on late payments.
• We pass on increases in VAT.
• We’re not responsible for delays outside our control.
• We charge you if you don’t give us information we need or do preparatory work as agreed with us.
• You have a legal right to change your mind.
• You can end an on-going contract (find out how).
• We can change products and these terms.
• We can suspend supply (and you have rights if we do).
• We can withdraw our services.
• We can end our contract with you.
• We don’t compensate you for all losses caused by us.
• We use your personal data as set out in our Privacy Notice.
• You have several options for resolving disputes with us.
• You agree authorise taxbax as required as your agent for the purpose of submitting your self-assessment tax return/s or amendments.
• Other important terms apply to our contract.
you have rights if there is something wrong with our services
We honour our legal duty to provide you with services that are as described to you on our website and that meet all the requirements imposed by law. Your legal rights are summarised below. These are subject to certain exceptions. For detailed information please visit the Citizens Advice website www.citizensadvice.org.uk. Remember too that you have several options for resolving disputes with us.Summary Of Your Key Legal Rights
The Consumer Rights Act 2015 says:
• You can ask us to repeat or fix a service if it’s not carried out with reasonable care and skill.
• If a price hasn’t been agreed upfront, what you’re asked to pay must be reasonable.
• If a time hasn’t been agreed upfront, it must be carried out within a reasonable time.
we’re not responsible for delays outside our control
How we use any personal data you give us is set out in our Privacy Notice: privacy policy.
