Form Test - Rebate Gateway

Pre-Application Information

Important Information

You are currently applying for a Tax Rebate from HM Revenue & Customs following being notified of potential overpayment.

If you are employed, it would be helpful if you have your most recent P60 and/or Payslip to hand, as some of the information required to validate your claim will be found on it. Whilst not essential, this will not only ensure accuracy, but speed up the repayment process.

Please click next to continue to the application

Claimant Details
Name
First Last
Address
Street Address City Postcode

Telephone Number
Email

Have you previously been known by another name e.g Maiden Name?

Yes

No
Previous Name
First Last

Address Verification

Important Information
Address history is essential to verify your identity. If applicable, please let us know any other addresses that you have resided at within the last 6 years.

Have you lived at your current address for more than 6 years?

Yes

Are you currently a Private Tenant, Housing Association Tenant or a Homeowner?

Private Tenant

Council/Housing Association Tenant

Homeowner

Previous Address

Street Address City Postcode

Does your current address and previous address cover the last 10 years of history?

Yes

Are you currently a Private Tenant, Housing Association Tenant or a Homeowner?

Private Tenant

Council/Housing Association Tenant

Homeowner

Previous Address 2

Street Address City Postcode

Are you currently a Private Tenant, Housing Association Tenant or a Homeowner?

Private Tenant

Council/Housing Association Tenant

Homeowner

About your PPI refund

Hidden

Do you know which Banks/Lenders paid compensation to you directly or were the claims handled by an Insolvency Practitioner?(Required)

An Insolvency Practitioner completed the claims and I do not have the details.

Claim Details

Name of bank/lender	PPI Refund Amount	Year Refunded	Self Employed?	Actions

There are no Claims.

Maximum number of claims reached.

Important Information:
Please carefully review each section of the below list and select any Banks/Lenders that you have obtained credit from. This will assist us in assessing your Rebate.

Please note this list will not include your Insolvency Practitioner as they are not a bank/lender

DO NOT SKIP THIS SECTION

Credit Card

American Express

Lloyds

TSB

Aqua

M&S Bank

Vanquis

Bank of Scotland

Marbles

Very

Barclaycard

MBNA

Virgin

Capital One

Nationwide

Yorkshire Bank

Citi Financial

Natwest

Zopa

Clydesdale Bank

Royal Bank of Scotland

Creation Finance

Sainsburys

Fluid

Santander

GE Capital

Shop Direct

Halifax

Smile

HSBC

Tesco

Littlewoods

The Cooperative Bank

Loan

Abbey National

Bank of Scotland

Barclays

Blackhorse

Cahoot

Clydesdale Bank

Cooperative Bank

First Direct

Halifax

HSBC

Lloyds

M&S Bank

MBNA

Metro Bank

Nationwide

Royal Bank of Scotland

Sainsburys Bank

Santander

Tesco Bank

TSB

Virgin Money

Yorkshire Bank

Zopa

Mortgage / Secured Loan

Acenden

Accord Mortgages

Barclays

Blemain

Birmingham Midshires

Bradford and Bingley

Cheltenham & Gloucester

Clydesdale Bank

Cooperative Bank

Evolution Money

First Direct

First Trust Bank

GE Money Home Lending

Halifax

HSBC

iGroup

Kensington Mortgages

Landmark Mortgages

Leeds Building Society

Lloyds

M&S Bank

Metro Bank

Money Partners

Mortgage Express

Nationwide

Natwest

Northern Rock (NRAM)

Paragon Mortgages

Platform Home Loans

Precise Mortgages

Royal Bank of Scotland

Santander

Skipton Building Society

The Mortgage Works

Together Money

TSB Bank

Whilstree

Yorkshire Bank

Payday / Doorstep / High-Interest / Guarantor Loans

Payday

118 118 Money

1st Stop

Avant Credit

Bamboo

Buddy Loans

CFOlending.com

CLC Finance

Consollo

Drafty

Everyday Loans

George Banco

GLO

Greenwood

Guarantor My Loan

H & T Finance

Juo Loans

LendFair

Lending Stream

Likely Loans

Loans At Home

Moolr

Morses Club

Mutual

MyJar

Naylors Finance

NextCredit

PoundstoPocket

Pounds till Payday

Provident Personal Finance

SafetyNet Credit

Satsuma Loans

Savvy

SD Taylor

Shopacheck

Sunny

Uncle Buck

UKCredit

WageDayAdvance

Valleys Finance

Vanquis

Vario Loans

Car Finance (HP / PCP)

Car Finance

1st Step Car Finance

Advantage Finance

Blackhorse

Blue Motor Finance

BMW Financial Services

CarCashPoint

CarFinance247

Close Brothers Finance

First Response Finance

Freedom Finance

GMAC Financial Services

Go Car Credit

Hippo Motor Services

Hitachi Capital (UK)

Lendable

MoneyBarn

MotoNovo

Oodle Car Finance

RCI (Renault) Financial Services

Santander Consumer Finance

Vauxhall Financial Services

VW Financial Services

Welcome Finance

Zuto

IVA Tax Rebate Completion Confirmation

You could be eligible to claim a tax rebate!

Based on the information you have provided, you may be eligible to make a claim for an IVA tax rebate. Our team may be in touch with you to request further documentation, or forward you information in the post.

Please click 'next' to proceed to complete the relevant claim form(s)

Employment Status

Important Information
HM Revenue & Customs calculates some rebates on the type of taxpayer you are - (ie, basic rate, higher rate). You may also be due allowances based on your employment circumstances. Please provide the following information as accurately as possible.

Since April 2020, have you been Employed, Self-Employed, Unemployed or Retired?

Employed

Self-Employed

Unemployed

Retired

Are you current in receipt of Benefits?

Yes

Which Benefits?

Child Tax Credits (CTC)

Child Benefits

Housing Benefit

Jobseekers Allowance (JSA)

Income Support (IS)

Pension Credit Guarantee Credit

Pension Credit Saving Credit

Universal Credit (UC)

Warm Home Discount Rate

Working Tax Credit (WTC)

Other Not Listed

Is your current HOUSEHOLD income less than £31,000 per annum

Yes

Information: With all incomes added up within your household (from employment, benefits, pensions), is the income coming into the household less than £31,000 per annum?

Have you had to complete a Self-Assessment tax return in any of the last 4 years?

Yes

Please provide your Unique Taxpayer Reference (UTR)

Current Employment

Name of Employer?

NOTE: Please ensure you enter the EXACT name of your Employer as it appears on your payslip. Your claim may be rejected if this is not correct.

What is your job title?

Approximate start date

DD slash MM slash YYYY

I still work here

Yes

Approximate end date

DD slash MM slash YYYY

Estimated Salary

NOTE: Providing an estimate of your annual salary (before tax) allows us to calculate the level of repayment you are entitled to.

Employer PAYE Reference Number

NOTE: You can find the employer PAYE reference on your P60 or Payslip. Your claim may be rejected by HMRC if you do not provide this correctly.

For an example of where to find this reference,

see here see here.

What is your current Tax Code?

NOTE: You can find your current tax code on your P60 or Payslip. Your claim may be rejected by HMRC if you do not provide this correctly.

For an example of where to find this reference,

see here see here.

Your Employment

Do you wear a uniform/protective clothing for this Employment?

Yes

Do you use your own vehicle for work?

Yes

NOTE: If you use your vehicle for work, i.e to see a client or travel to another office/site for training, meetings or to provide care - please select yes.

Do you buy tools/equipment for work?

Yes

NOTE: If you spend money on tools/equipment for work e.g Knives as a Chef, Tools as a Mechanic - please select yes

Are you a member of a Union?

Yes

NOTE: If you are a member of a Union, you would be due a rebate of Fees you have paid for your membership.

Please provide the name of the Union

Employment History

Important Information
Please add any further employments you have had since April 2020 - if no further employments, click next

Previous Employment

Job Title	Name of employer	Start Date	End Date	Estimated Salary	Actions

There are no Jobs.

Maximum number of jobs reached.

Working From Home Allowance

Important Information
Due to COVID-19, HMRC allow you to claim a working from home allowance of £312, even if you worked at home for a single day in the year (online/telephone call/zoom meeting).

Have you worked from home (for any length of time, even a day) between 6th April 2020 and 5th April 2021 due to COVID-19?

Yes

Have you worked from home (for any length of time, even a day) between 6th April 2021 and 5th April 2022 due to COVID-19

Yes

Have you already been compensated by your Employer for your Working From Home (WFH) expenses?

Yes

Have you already made a Working From Home (WFH) expenses claim?

Yes

Would you like to receive a rebate payment for your Working From Home (WFH) allowance?

Yes

Marriage Allowance

Important Information
If you are married, you could be entitled to a rebate of up to £1257 depending upon income your household income over the last 4 years.

Note: If our eligibility check identifies that you are eligible and you wish to claim, we would require your partners details.

Are you married?

Yes

Have you ever attempted to claim Marriage Allowance?

Yes

What is the higher earners tax code?

Over the last 4 years, who has been the higher earner?

My Partner

Since April 2020 has your annual income been between £12,500 and £50,000?

Yes

Since April 2020 has your partners income been less than £12,500 at any point?

Yes

Since April 2020 has your partners income been between £12,500 and £50,000?

Yes

Since April 2020 has your annual income been less than £12,500 at any point?

Yes

Please select which years your Partners income has been below £12,500

2020/2021

2021/2022

2022/2023

2023/2024

ALL YEARS

You are eligible for Marriage Allowance

You are eligible for Marriage Allowance – would you like to claim?

Yes

You are eligible for Marriage Allowance

You are eligible for Marriage Allowance – would you like to claim?

Yes

Date of marriage

DD slash MM slash YYYY

Consent & Agreement

No Rebate, No Fee!

You are not required to make any upfront payment to make a claim. Our fee is settled directly out of the refund from HMRC, upon funds from your rebate being forwarded to Rebate Gateway via Nomination. By providing consent in signing below, you agree to this nomination. For more information on 'Nomination', please see our FAQ.

Our fee for successful claims is 39% + VAT or a minimum of £35 plus VAT. For more information, please see our full Terms and Conditions.

Partner 1

Enter National Insurance Number

Date of Birth

DD slash MM slash YYYY

Signature

Consent & Acceptance of Terms

I Agree

I confirm that I have read, understood and agree to the Rebate Gateway Terms and Conditions. Additionally, I accept and agree that the digital signature provided above shall have the same validity as the original and will used to complete documentation necessary in submitting your claim to HM Revenue & Customs. The scope of forms that this may be used on are a 64/8 authorising your agent, R40, P87 and/or marriage allowance transfer form. I agree to have our data processed for the purpose of obtaining a rebate attributed to my tax affairs outlined in the application. I can confirm that all of the information I have included in my application is true to the best of my knowledge.

Partner 2

Partner Name

First Last

Partner National Insurance Number

Partner date of birth

DD slash MM slash YYYY

Partners Signature

Partner Consent & Acceptance of Terms

I Agree

Pre-Application Information

Claimant Details

Address Verification

Important Information
Address history is essential to verify your identity. If applicable, please let us know any other addresses that you have resided at within the last 6 years.

About your PPI refund

IVA Tax Rebate Completion Confirmation

You could be eligible to claim a tax rebate!

Employment Status

Important Information
HM Revenue & Customs calculates some rebates on the type of taxpayer you are - (ie, basic rate, higher rate). You may also be due allowances based on your employment circumstances. Please provide the following information as accurately as possible.

Current Employment

Your Employment

Employment History

Important Information
Please add any further employments you have had since April 2020 - if no further employments, click next

Working From Home Allowance

Important Information
Due to COVID-19, HMRC allow you to claim a working from home allowance of £312, even if you worked at home for a single day in the year (online/telephone call/zoom meeting).

Marriage Allowance

Important Information
If you are married, you could be entitled to a rebate of up to £1257 depending upon income your household income over the last 4 years.

Note: If our eligibility check identifies that you are eligible and you wish to claim, we would require your partners details.

You are eligible for Marriage Allowance

You are eligible for Marriage Allowance

Consent & Agreement

No Rebate, No Fee!

Partner 1

Partner 2

LEGAL & REGULATORY

HELP & SITE INFORMATION

CONTACT US

Pre-Application Information

Claimant Details

Address Verification

Important InformationAddress history is essential to verify your identity. If applicable, please let us know any other addresses that you have resided at within the last 6 years.

About your PPI refund

IVA Tax Rebate Completion Confirmation

You could be eligible to claim a tax rebate!

Employment Status

Important Information HM Revenue & Customs calculates some rebates on the type of taxpayer you are - (ie, basic rate, higher rate). You may also be due allowances based on your employment circumstances. Please provide the following information as accurately as possible.

Current Employment

Your Employment

Employment History

Important InformationPlease add any further employments you have had since April 2020 - if no further employments, click next

Working From Home Allowance

Important InformationDue to COVID-19, HMRC allow you to claim a working from home allowance of £312, even if you worked at home for a single day in the year (online/telephone call/zoom meeting).

Marriage Allowance

Important InformationIf you are married, you could be entitled to a rebate of up to £1257 depending upon income your household income over the last 4 years. Note: If our eligibility check identifies that you are eligible and you wish to claim, we would require your partners details.

You are eligible for Marriage Allowance

You are eligible for Marriage Allowance

Consent & Agreement

No Rebate, No Fee!

Partner 1

Partner 2

Important Information
Address history is essential to verify your identity. If applicable, please let us know any other addresses that you have resided at within the last 6 years.

Important Information
HM Revenue & Customs calculates some rebates on the type of taxpayer you are - (ie, basic rate, higher rate). You may also be due allowances based on your employment circumstances. Please provide the following information as accurately as possible.

Important Information
Please add any further employments you have had since April 2020 - if no further employments, click next

Important Information
Due to COVID-19, HMRC allow you to claim a working from home allowance of £312, even if you worked at home for a single day in the year (online/telephone call/zoom meeting).

Important Information
If you are married, you could be entitled to a rebate of up to £1257 depending upon income your household income over the last 4 years.

Note: If our eligibility check identifies that you are eligible and you wish to claim, we would require your partners details.