Once we've got all your information, it usually takes about four weeks to put your claim together. We send your claim to HMRC who will take another six to eight weeks on average to pay out.
The sooner we receive your information and signed forms, the sooner you will receive your tax refund. Typically HMRC then take 8-10 weeks to process and pay out your refund to us.
As soon as we have it we send you a cheque or pay it into your bank account as you prefer.
The single biggest cause of delays in getting refunds back quickly is not getting the Authorising your agent (64-8) form back to us. If you need a new one you can download it and print it out to send back to us by Freepost. Without 2 hard copies with your signature on HMRC will not talk to us about your claim. It seems annoying, but it's a legal requirement to protect you from fraud.
Have a look at our timescales page for more information about how long it takes to get your tax refund done and some pointers for how to make things happen as fast as possible.
If you want to get your money back more quickly you can upgrade to our Rapid Refunds service.here we fast-track your claim and pay you within 24 hours of completing it. We then wait for HMRC to pay us. Terms and conditions apply.
Remember that you can claim for the last 4 tax years and you can make your claim at any time.