64-8 AGENT AUTHORISATION FORM
We will ask you as part of the claim process to authorise us as your tax agent by way of a 64-8 Agent Authorisation form. This is an HMRC form that approves us as your tax agent and permits us to discuss your tax concerns with HMRC. This allows us to exchange information with HMRC on your behalf. To perform our services, we may need to review and exchange information with HMRC regarding your claim and tax records. We will continue to be your tax agent until either of us withdraws that authorisation, or you authorise another tax agent.
NOMINATION
Your claim form includes a nomination for Claim Action LTD (referred to as 'your nominee') to receive your tax refunds on your behalf for the years within the claim period. This nomination streamlines our refund process while minimising your direct involvement. It's important to note that you, as the taxpayer, have the option to remove this nomination at any time. However, please be aware that fees will remain payable in accordance with the terms of the agreement, even if the nomination is revoked.
Free refund eligibility check
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Online or on the phone
Start and complete your refund claim application online or on the phone. Whichever way you feel most comfortable to suit your needs..
Share document's
We ask you to share documents relating to your claim. We then review your case file and make you aware if we feel you have a strong case for a refund.
Claim decision
Once our checks are complete, we will notify you if your application meets the criteria to claim a tax refund within 30 minutes during working hours..