CARE WORKER TAX REBATE: How to Claim Tax Rebate

Care worker tax rebate
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A lot of health workers today miss out on their care worker tax rebate fees because they don’t understand the scheme or how tax rebate requests work. Many more are even unaware that they are eligible in the first place. Nurses, midwives, physiotherapists, and health assistants can all claim a care worker tax rebate when they travel to temporary jobs or pay for their own expenses, such as uniform maintenance costs. If you find yourself in any of the above-mentioned categories of health workers, continue reading to learn more about the care worker tax rebate, scheme, fees and how to file a claim.

Let’s get started with explaining what care worker tax rebate.

Care Worker Tax Rebate

Care home accountants initiated the Care Worker Tax Rebate. One of the founders initially helped his aunt recover over £500 from HMRC. The organisation now has almost 40 chartered accountants on staff to help care workers collect their refunds.

CWTR, as it is affectionately known, has been fighting for the rights of care workers since 2012. Their purpose is to give domiciliary care workers a level playing field when it comes to personal tax and HMRC. Again, they believe that no care worker should be paying more tax to HMRC than is legally due. 

Since its inception, it has reimbursed over £10 million to healthcare employees and assisted over 20,000 people in filing claims. In certain situations, individuals may already be receiving allowances from their employer. However, that doesn’t imply they don’t have a claim. If you don’t receive what HMRC says you deserve, you can claim the difference as a tax rebate.

How do Tax Rebate Work

When you contact the tax rebate company, they will evaluate your eligibility to see if you have overpaid tax. This can be spread out across four tax years, which can amount to a significant sum for you. With your approval, the company will complete all paperwork and work with HMRC to obtain your tax refund. With their team working with the tax office to properly finalise your claim, you will receive your money

Below are some of the reviews of Care Worker Tax Rebate scheme from Truspilot—one of the best review sites

  • According to Alex McClean “CWTR were warm and friendly to speak to and process was seamless from start to end. Communication was excellent, they recouped £1400 for me which paid for new bedroom furniture! Would definitely recommend and don’t forget to refer friends using the link they provide as it earns you extra dough!
  • Susan Kelf says “I want to thank you all at CWTR for helping me with my rebate that I have received but for you I would not have known I was entitled to that money. your team are helpful polite and easy to talk to once again thank you and keep up the good work”
  • From Mr. Brian “A friendly and knowledgeable group of people who are efficient in dealing with queries and concerns. No hanging around for hours or days waiting for responses. Highly recommended.”
  • Miss Ann says “Everything was taken care off kept me updated with what was happening I would recommend you to other people”

The reviews kept going on and on. Although there are some clients who expressed dissatisfaction with the care worker tax rebate fees. Notwithstanding, the company maintains that while their care worker tax rebate fees are moderate and competitive for the service they provide, they always take criticism of their fees into consideration and further examine these charges.

Care Worker Tax Rebate Fees

1. Standard Fees

The following are the standard fees payable for care worker tax rebate services:

  • A Contingent Fee, payable in the following amounts:

a) For Contracts whose completion does not involve the preparation of Self-Assessment tax return(s), the Contingent Fee shall be 40% (including VAT) of the Recovered Refund.

 b) For Contracts whose completion does involve the preparation of Self-Assessment tax return(s), the Contingent Fee shall be 40% (including VAT) of the Gross Calculated Refund.

If HMRC pays a Rebate in instalments, the corresponding Contingent Fee will be applied to the entire Refund.

2. Additional Fees

Additional fees will be charged in the following instances, in addition to the Standard Fees indicated  above:

  • Giving a replacement cheque or Post Office Payout payment if you have lost or misplaced the original: £30.00 (including VAT) per replacement.
  • Administration fee of £144.00 per tax rebate will be charged if any self-assessment tax returns generated by CWTR are submitted by you or any other third party on your behalf.
  • Also administration fee of £60.00 (including VAT) per payment will be levied if any Refund is issued to a party other than CWTR.
  • Sourcing missing documents or taxpayer information: £24.00 (including VAT) each item found or attempted to find.
  • Creating a UK Taxpayer or Self-Assessment Taxpayer Account: £60.00 (including VAT).
  • Please pay specific attention to Clause 10, which specifies the termination fees that may apply if you decide to terminate the Contract.

Additional work outside the scope of the Services will be calculated based on the actual hours worked by each member of staff engaged on your affairs, subject to an hourly charge-out rate of £144 (including VAT) per hour for technical staff, £216 (including VAT) per hour for management-level staff, and £300 (including VAT) per hour for director/partner-level staff.

Health Care Woker Uniform Tax Rebate

In addition to claiming a tax rebate for travelling to a temporary workplace, meal expenses when travelling for work, a health care worker is also eligible for a tax rebate on his or her uniform maintenance costs.

Your uniform is essential to your job as a care worker. It not only serves a functional purpose, but it also distinguishes you as a member of your profession. This is very crucial in a professional atmosphere, and especially in a healthcare setting.

Your outfit, on the other hand, is susceptible to a considerable lot of wear and tear. There are numerous ways for it to look less than flawless, ranging from spills and stains to holes and tears. If you are responsible for keeping your uniform in good shape, then you’re eligible for a health care worker tax rebate on uniforms as this can come at a high expense. After all, dry cleaning isn’t inexpensive.

These expenses for maintaining your outfit may entitle you to tax breaks. In other words, you can deduct a portion of the expense of this maintenance. The essential point to remember, however, is that you will not be eligible if your company offers you a laundry service that you choose not to use. Similarly, if your employer reimburses you directly for the costs of maintaining your uniform, you will not be eligible for a health care worker tax refund.

Travelling to a temporary workplace

Aside from the tax rebate for maintaining your uniform, a health care worker is also eligible for reimbursement for travel expenses. Travelling might be an important aspect of your job as a caregiver. You may spend a significant portion of your day travelling from client to client, especially if you operate in the community.

Since the work comes with travelling according to the scheme, you may be able to claim a care worker tax rebate to help offset some of the costs. This is true even if your company has already reimbursed you for a portion of the expenditure unlike in the uniform tax rebate

However, regulating travel expenses is a little complex. The contrast between a permanent and a temporary workplace is one of the most important issues. You are not eligible to receive reimbursement for the expense of transportation to your permanent workplace. That means, sadly, that your everyday commute does not count.

However, if you are likely to work somewhere other than your permanent workplace for a specific period of time (up to 24 months) and for a temporary purpose, you may be able to claim for the expense of this travel.

How much can I claim as part of a care worker tax rebate

This is the issue to which most people, naturally, want a quick and straightforward solution!

Unfortunately, calculating how much a care worker tax rebate could be worth is a difficult undertaking. In general, you will not be able to recover the whole amount of money spent on any of the above-mentioned items. Instead, you might claim a percentage based on the tax rate you pay.

Nevertheless, given the variety of expenses that you may incur as part of your job, this can add up to a significant sum. This is especially true if you have been paying too much tax for a long time. It’s important to remember also that you can get a tax refund for up to four years after the year you overpaid. Keep in mind that the tax year runs from April 6 to April 5.

You can study HMRC’s regulations to find out exactly how much you might be eligible to. The HMRC website does provide some explanations of the concepts involved, nevertheless, they can be extremely difficult to grasp. In many circumstances, engaging with specialists at the PAYE People to find out if you are eligible is a better option.

How to claim a care worker tax rebate

You must file a claim to HMRC in order to get your rebate. This can be done directly through their website or by phoning them. However, you must have all of the relevant information before proceeding. This should obviously include your claim as well as any supporting proof. Receipts, for example, could be among the requirements to prove your spending in particular circumstances. 

FAQ’s On Care Worker Tax Rebate

Do carers get tax rebate?

Carer’s allowance counts as income for tax credits and as unearned income for universal credit. You cannot normally get two income-replacement benefits paid together, for example, the carer’s allowance and the state pension.

What can I claim as a care worker?

  • Allowance for CarersCarer’s Allowance.
  • Carer Benefits.
  • The Pension Credit.
  • Local welfare aid is available.
  • Other benefits may be available to you.
  • Other programmes and benefits.
  • Where to go for support and guidance on benefits.

Who is eligible for a tax rebate?

In layman’s terms, a tax rebate is payable when an employee has paid too much tax during the course of a fiscal year and is eligible to collect some of it back.

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