Fill out our simple online application form including some personal details, your expenses, and how many years you would like to claim for.
Next we require the important documentation to get the ball rolling with your claim, without these we cannot process your refund. This includes your P60s/end-ofyear pay slips, 2 forms of identification and both signed SA1 and 64-8 forms.
After receiving all the necessary documentation, we will forward your signed forms to HMRC to grant us authorisation to act as your agent.
The timeline for your claim will begin at this point.
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After receiving your UTR number and permission to act on your behalf, we'll add you to a queue alongside clients at the same stage as you. This queue is organized according to the date when your claim began. Once it's your turn in the queue, we'll assign an accountant to handle the final submission of your claim.
Once a dedicated accountant has been assigned to you, they will begin the final preparations for submitting your self-assessment tax return to HMRC. Once they have finished, we will send the fully prepared self-assessment documents for your review and signature. Your accountant may reach out to you via email if any additional information is needed.
Once we've received your refund in our business bank account, we'll reach out to you for your bank details. Following this, we'll transfer your refund to you within 24 hours, minus our fee. We'll provide you with a detailed breakdown of the refund via email.
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Self-assessment is a form that is completed by your accountant. This allows you to advise HMRC that you have new information which would change the amount of tax you should pay. With Swift Refunds, the new information we supply to HMRC is usually employment expenses that HMRC are not aware that you incur.
Once HMRC takes into account this new information, this usually generates a tax refund, which is on average with Swift customers up to £2000 on a four-year claim.
Many people believe that self-assessment is exclusive to the self-employed, however, this is not the case!
A Unique Taxpayer Reference number or UTR is a 10-digit code used by HMRC to uniquely identify you or your company. Your UTR ensures HMRC know exactly who they're dealing with - whether it's filing a self-assessment or claiming your tax refund!
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To ensure you receive the maximum refund possible, we strongly suggest downloading our Swift Refunds app. This app allows you to track all of your receipts and mileage with 100% accuracy, which means we can guarantee claiming 100% of your expenses. You can even apply for your next refund within the app and upload your
