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.

1. 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.

2. what to expect

Tax rebates typically take 8–12 weeks to process, depending on HMRC’s workload. We’ll keep you updated on our progress via email, so you’re never le wondering about your claim status.

3. refer and earn

Did you know millions of people in the UK miss out on tax rebates each year? Help us reach more people! 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.

terms of services

These terms may have changed since you last reviewed them

For a list of changes and when they were made, email help@taxbax.co.uk.

1. where to find information about us and our services

   
   

   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.

   
   
   

2. when you instruct us, you are agreeing that:

   
   

   We only accept instructions when we’ve checked them.

   
   

   • 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.

   • Other important terms apply to our contract. 

   
   
   

3. we only accept instructions when we’ve checked them 

   
   

   We contact you to confirm we’ve received your instructions and then we contact you again (normally within 48 hours) upon submission of your claim to HMRC, and to inform you of the outcome and any payments to be made. 

   
   

   
   

4. sometimes 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

   
   

5. 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 Initial Term or the relevant Extended Term, as the case may be.

   
   

   
   

6. we charge you when we recover a rebate on your behalf 

   
   

   All rebates from HMRC will be paid directly into our TaxBax Client Account. We will then deduct our fees before transferring the remaining balance to you. If for any reason HMRC sends funds directly to you, our payment terms apply, and you will be required to settle the fees owed to us promptly. 

   
   We deduct 30% plus VAT of any rebate we may recover on your behalf, subject to a minimum fee of £100 plus VAT. Subsequent claims are subject to a minimum fee of £50 plus VAT. 

   
   CIS claims are charged at 30% plus VAT of the claim value, subject to a minimum fee of £100 plus VAT. Subsequent claims are subject to a minimum fee of £50 plus VAT. 

   
   

   Marriage tax claims are charged at 30% plus VAT, subject to a minimum fee of £100 plus VAT. However, if a marriage tax claim is processed alongside an eligible expenses claim (PAYE or CIS), the minimum fee will only apply to one of the two claims, and the total fee for both rebates will be deducted from the first rebate payable. Subsequent marriage tax claims made separately each year will be subject to a minimum fee of £50 plus VAT. 

   
   Any work outside the agreed scope of your instructions will incur additional charges. If we need to make adjustments to your claim on your behalf after submission, an administration fee of £100 plus VAT may apply. We will inform you of any extra fees before proceeding.
   
   

   
   

7. 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.

   
   

   
   

8. 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.
   
   

   
   

9. 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.

   
   

   
   

10. 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. 
    
    

    As long as we do this, we won’t compensate you for the delay, but if the delay is likely to be 12 weeks you can contact our Customer Service Team: help@taxbax.co.uk to end the contract. 
    
    

    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.

    
    

    
    

11. we charge you if you don’t give us information we need or do preparatory work as agreed with us

    
    

    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, you may be charged a minimum fee of £100 plus VAT for our administration costs.

    
    

    
    

12. you have a legal right to change your mind plus extra rights under our guarantee

    
    

    Your Legal Right To Change Your Mind. You have a legal right to change your mind about instructing us. This is subject to some conditions, as set out below.
    
    

    When You Can’t Change Your Mind. You can’t change your mind instructing us once we’ve submitted a claim on your behalf.

    
    The Deadline For Changing Your Mind. If you change your mind, you must let us know no later than 14 days after the day we confirm we have accepted your instructions, however if we have submitted the claim on your behalf within the 14-day period our fees will still be charged.

    
    How To Let Us Know. To let us know you want to change your mind, contact our Customer Service Team: help@taxbax.co.uk. 
    
    
    

13. you can end an on-going contract (find out how)

    
    We tell you when and how you can end your contract with us during our onboarding process and we confirm this information to you in writing after we’ve accepted your instructions. If you have any questions, please contact our Customer Service Team: help@taxbax.co.uk 
    
    
    

14. you have rights if there is something wrong with our services

    
    hello@taxbax.co.uk. 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.
    
    
    

15. we can change products and these terms

    
    Changes we can always make. We can always change our services:
    
    

    • to reflect changes in relevant laws and regulatory requirements for example, where the claims processes change, or if HMRC fees and expenses are increased; and

    
    • to make minor technical adjustments and improvements, for example to address a security threat.

    
    

    Changes we can only make if we give you notice and an option to terminate. We can also make the following types of change to our services or these terms, but if we do so we’ll notify you and you can then contact our Customer Service Team: help@taxbax.co.uk to end the contract before the change takes effect and receive a refund for any products you’ve paid for in advance, but not received:
    
    

    • Changes in the percentage fee we take from your claim;

    
    • Changes to the term of the contract;

    
    • Changes to our minimum threshold; and

    
    • Changes to our minimum fixed fee.
    
    
    

16. we can withdraw services
    

    We can stop providing a service, for example in relation to certain kinds of tax liability, or if you no longer qualify for a rebate, or if you no longer meet our minimum threshold. 
    
    
    

17. we can end our contract with you

    
    We can end our contract with you for our services and claim any compensation due to us (including enforcement costs) if:

    
    

    • you don’t make any payment to us when it’s due and you still don’t make payment within 14 days of our reminding you that payment is due; or

    
    • you don’t, within a reasonable time of us asking for it, provide us with correct information, cooperation or access that we need to provide our services, for example. We Don’t Compensate You For All Losses Caused By Us Or Our Products

    
    

    We’re not responsible for losses you suffer caused by us breaking this contract if the loss is:

    
    • Unexpected. It was not obvious that it would happen and nothing you said to us before we accepted your instructions meant we should have expected it (so, in the law, the loss was unforeseeable).

    
    • Caused By A Delaying Event Outside Our Control. As long as we have taken the steps set out in the section We’re not responsible for delays outside our control. 

    
    • Avoidable. Something you could have avoided by taking reasonable action. 

    
    To the extent that you use our services for the purposes of your trade, business, craft or profession then, save in respect of any liability which cannot legally be limited, our total liability to you for all losses arising under or in connection with any contract between us, whether in contract, tort (including negligence), breach of statutory duty, or otherwise, shall be limited to our charges as outlined above and all claims for loss of profit or indirect or consequential loss are wholly excluded.
    
    
    

18. we use your personal data as set out in our privacy notice

    
    How we use any personal data you give us is set out in our Privacy Notice: help@taxbax.co.uk.
    
    
    

19. you have several options for resolving disputes with us

    
    Our complaints policy. Our Customer Service Team: help@taxbax.co.uk will do their best to resolve any problems you have with us or our products.
    
    

    Resolving disputes without going to court. We are committed to resolving any disputes with you amicably, and as efficiently as possible.

    
    You can go to court. However, these terms are governed by English law and wherever you live you can bring claims against us in the English courts. If you live in Wales, Scotland or Northern Ireland, you can also bring claims against us in the courts of the country you live in. We can claim against you in the courts of the country you live in.
    
    
    

20. other important terms apply to our contract

    
    We can transfer our contract with you, so that a different organisation is responsible for supplying our services. We’ll tell you in writing if this happens and we’ll ensure that the transfer won’t affect your rights under the contract.
    
    

    You can’t transfer your contract with us to someone else. Given the nature of our Services, you can’t transfer your contract to anyone else.

    
    Nobody else has any rights under this contract. This contract is between you and us. Nobody else can enforce it and neither of us will need to ask anybody else to sign-off on ending or changing it.

    
    If a court invalidates some of this contract, the rest of it will still apply. If a court or other authority decides that some of these terms are unlawful, the rest will continue to apply.

    
    Even if we delay in enforcing this contract, we can still enforce it later. We might not immediately chase you for not doing something (like paying) or for doing something you’re not allowed to, but that doesn’t mean we can’t do it later.