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Claimant Details

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

Address Verification

Address history is essential to verify your identity.
Note: If applicable, please let us know any other addresses that you have resided at within the last 10 years.

Have you lived at your current address for more than 10 years?*
Are you currently, or have you previously been a Housing Association of Local Authority (Council) tenant?*
Previous Address*
Does your current address and previous address cover the last 10 years of history?*
Are you currently, or have you previously been a Housing Association of Local Authority (Council) tenant?*
Previous Address 2
Are you currently, or have you previously been a Housing Association of Local Authority (Council) tenant?*

About your PPI refund

IMPORTANT: 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.

Do you know which Banks/Lenders paid compensation to you directly or were the claims handled by an Insolvency Practitioner?*
Name of bank/lender Approximate Refund Year Refunded Self Employed? Actions
       
There are no Claims.

Maximum number of claims reached.

Lenders
Please carefully review and select any lender(s) you have obtained credit from previously.*

PPI 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 a PPI 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

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 2017, have you been Employed, Self-Employed, Unemployed or Retired?*
Have you had to complete a Self-Assessment tax return in any of the last 4 years?*

Current Employment

NOTE: Please ensure you enter the name of your Employer as it appears on your payslip. Your claim may be rejected if this is not correct.
DD slash MM slash YYYY
I still work here*
DD slash MM slash YYYY
NOTE: You can find the employer PAYE reference on your P60 or P45 (and sometimes on your payslip) and it will usually look something like 123/A56789. Providing your PAYE Reference will substantially speed up your repayment.
NOTE: Providing an estimate of your annual salary (before tax) allows us to calculate the level of repayment you are entitled to.
Do you wear a uniform/protective clothing for this Employment?*
Are you responsible for the washing/maintaining of your Uniform/Protective Clothing*
Would you us to process a rebate request for Flat Rate Expenses (FRE) associated with your Uniform/Protective Clothing?*

Employment History

Please add any further employments you have had since April 2018.

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

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?*
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*
Have you already been compensated by your Employer for your Working From Home (WFH) expenses?*
Have you already made a Working From Home (WFH) expenses claim?*
Would you like to receive a rebate payment for your Working From Home (WFH) allowance?*

Marriage Allowance

If you are married, you could be entitled to a rebate of up to £1250 depending upon income circumstances 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 Personal Details, as well as their authorisation to make a claim.

Are you married?*
Have you ever attempted to claim Marriage Allowance?*
Over the last 4 years, who has been the higher earner?*
Since April 2018 has your annual income been between £12,500 and £50,000?*
Since April 2018 has your partners income been less than £12,500 at any point?*
Since April 2018 has your partners income been between £12,500 and £50,000?*
Since April 2018 has your annual income been less than £12,500 at any point?*
Please select which years your Partners income has been below £12,500*

You are eligible for Marriage Allowance

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

You are eligible for Marriage Allowance

You are eligible for Marriage Allowance – would you like to claim?*
DD slash MM slash YYYY

Consent & Agreement

Hidden

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

DD slash MM slash YYYY
Consent & Acceptance of Terms*
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. 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*
DD slash MM slash YYYY
Partner Consent & Acceptance of Terms*
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. 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.

LEGAL & REGULATORY

Rebate Gateway Limited. Registered Office: 7 Bell Yard, City of London, WC2A 2JR. Registered in England No. 12693328. Rebate Gateway are registered as tax agents with HM Revenue & Customs under registration number HY3075. Rebate Gateway Limited is supervised by HM Revenue & Customs for Anti-Money Laundering under registration number XGML00000181564. Rebate Gateway Limited is registered with the Information Commissioners Office (ICO) under ZA766745.

Rebate Gateway Limited is a fee charging tax intermediary business. You are able to make a claim via HMRC directly yourself, using forms available to you from HMRC.

 

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