Participants with low confidence and digitally limited customers tended to want more communication and wanted to receive an email and a letter for each stage along the journey. Or, if you prefer to concentrate on selling, you may want to consider our assisted IOSS solutions with our partner Taxamo. Findings were analysed using a framework for understanding behaviour, the COM-B model. This was the least preferred option across the sample. Where we have identified any third party copyright information you will need to obtain permission from the copyright holders concerned. Once you've got your rebate cash, you might consider these smart tips on how to use your tax refund or perhaps you already know what you are going to use it for. If you register yourself for IOSS, you will need to calculate the landed costs of your goods. HMRC will try and pay out refunds using a payable order within 5 weeks, but it can often take a lot longer depending on their caseload and the complexity of your claim. The tax rebate system's a little clunky in places, but RIFT's on-demand, 1-on-1 service means you'll never get lost or lose out. If IOSS isn't for you, or you are sending items above 150 or items of any value to businesses, DDP may be the answer. Following the generation of hypotheses, a discussion guide was developed to explore in each interview contextual factors, experiences of the repayment process, suggestions for an improved repayments journey and any improvements to HMRC communication and support. (b) What are their overall reflections of their experiences of the repayment process? Id be less likely to claim online if its a long or a hard process, if I had to fill out loads of information. However, digital by default customers did suggest HMRC should provide more education around tax and the role of the customer in managing tax affairs. Royal Mail has also developed two solutions for sales you make through your own checkout that may suit your business. This research drew on a qualitative research methodology to gain deep and rich insights into experiences of the repayments process and to co-create new solutions. (g) What are their experiences of their relevant repayment process? Untracked This is the form that lets us tackle the taxman on your behalf. The exception to this was among capable withdrawers, whose frustration at their inability to sign up to a Personal Tax Account meant they were unlikely to try it again. Get started on yourtax rebatetoday. So, what are you waiting for? They were also more likely to say that they would like to confirm their bank details on the phone with HMRC. VAT: Late payment interest rates increased, VAT: DIY Housebuilders Scheme deadline for claims extended. HMRC are always busier close to the self assessment tax return deadline of 31 January, and the tax credit renewals deadline of 31 July and they tend to be slower at those times. Why not use our live chat to speak to an online advisor now? Secondly, some participants expressed a wide range of concerns about the involvement of their employer. Want to chat to a member of our team? A full breakdown of the achieved sample can be found in Appendix B. Due to the changes in trading rules with the EU,we recommend that you understand EU VAT rates which you can find hereunder Quick links (downloadable in excel or pdf format)and potential duty rates. The greatest single dimension must not exceed 900mm but must be at least 100mm The best way to speed up your tax rebate claim is to make sure you dont submit it during HMRCs typically busy periods. You can register yourself, via an intermediary, and file your own EU VAT returns. The best way to speed up your RIFT Tax Refund is to get your Authorising your agent (64-8) form back to us fast. Participants felt that this would remove the barrier of remembering their login details or sourcing the required documents to be able to verify their identity. If they can't do that, they'll let you know what you have to do to settle up. they did not contact HMRC to process BACS payment and instead preferred to wait for a payable order/cheque), and therefore may have decided to not engage with this research. If its money I was owed from the prior tax year I would rather have it in one go so Im not out of pocket. Do note, while we always aim to give you accurate product info at the point of publication, unfortunately price and terms of products and deals can always be changed by the provider afterwards, so double check first. The research was framed by 4 primary research objectives: To understand the experience of the current repayments journey for different types of taxpayers, To explore taxpayer views about what a better repayments taxpayer experience could look like, To understand how taxpayers respond to proposed transformational solutions, To understand how taxpayers want to be communicated with and supported to maximise positive engagement with potential new repayments processes and services. Less knowledgeable participants suggested that greater clarity about what the Personal Tax Account is and prompts to help taxpayers recognise if they already have one would be helpful. We'll tell you straight away what you're owed, It's free to find out if you have a claim. A tax return is a form you use to tell HMRC about your earnings and expenses. Some taxpayers may not have engaged at all with HMRC (i.e. Some felt that the repayment was personal information that was not appropriate for their employer to know, or worried that it placed undue burden on the employer, especially if they were in a new job and the discrepancy was unrelated to their current employers actions. (a) How do taxpayers respond to proposed transformational solutions and how would these address taxpayer needs? The system automatically issued a payable order if a NETP was due a repayment. The model theorises that 6 components drive behaviour: psychological capability (such as comprehension and reasoning), physical opportunity (such as time and resources), social opportunity (such as interpersonal influences), reflective motivation (such as evaluations and plans). As they expected the reclaim process via Personal Tax Account to be relatively straight forward, they did not see much need for additional points of confirmation. Payable orders can be used when electronic payments are not possible. If you dont have an account, you register, which I did. This will help to avoid unexpected charges and delivery delays to the end recipient, improving the overall customer experience. You can register and file your own EU VAT returns. Dont worry we wont send you spam or share your email address with anyone. It's always a good idea to keep records of your work expenses, whether or not you're thinking of making a claim right now. For a better taxpayer experience and to reduce administrative costs, HMRC would like to shift taxpayers away from payable orders and direct them to BACS online repayments and other modern repayment methods. Most of the time, it'll be because you've been spending money in order to do your job. Participants wanted to feel in control of the repayment money, and to be given direct access to it, rather than to receive it in smaller amounts spread across the year. Firstly, tax codes were not well understood by participants, even among the more financially savvy, so were regarded as an opaque way to communicate about and process a repayment. They key benefit lay in the ease of logging into their existing banking app, as taxpayers often used face ID or touch ID fingerprint to do so, avoiding the need to remember usernames and passwords or to set up an account. We use some essential cookies to make this website work. When you submit your claim details to us we will be able to give you a fairly accurate estimate of how long your claim will take. Across the repayment groups and proposed solutions, participants had a desire for automation where possible, highlighted the importance of transparency, and strongly preferred a lump sum over a staggered payment. This is due to changes to EU shipping rules and the requirement to provide accurate customs pre-advice information, IOSS requirements included in this document. Alternatively, you can register for and pay VAT in each member state you are selling goods to. This section explores the findings for research objectives 1 and 2, namely the facilitators of and barriers to taxpayers claiming via BACS online, as well as participant suggestions for improving the repayments process. There were no dropouts observed once a taxpayer had successfully set up and/or logged into their Personal Tax Account. Participants with low online trust and passive customers with low digital confidence wanted reassurance that the repayment notification was genuine, as they were being asked to enter personal details online. Similarly to the 64-8 form, the quicker you can send any supporting documentation to us then the quicker we can calculate and submit your claim. They were generally quite satisfied with the level and format of communications that they had received, with the exception of those who did not receive their repayment notification or had issues with their repayment. News stories, speeches, letters and notices, Reports, analysis and official statistics, Data, Freedom of Information releases and corporate reports. First-time repayment recipients also face a motivational barrier to using a Personal Tax Account. Wed like to set additional cookies to understand how you use GOV.UK, remember your settings and improve government services. HMRC. Firstly, the sampling presented some issues for the range of views that were initially collected. Integrate a landed cost calculator (e.g. To register for an EORI number visit https://www.gov.uk/eori for more information. If you want an update at any time, just give us a call -we can sit on the phone to HMRC for you while you get on with better things! We have three options available to help you manage these changes depending on the size and nature of your business. HMRCs OSS guidance can be found here. Always check with RIFT if you've been sent a dodgy-looking email from someone claiming to be HMRC. Changes to tax codes: This was the least preferred option across the sample, and the least understood. (BACS Personal Tax Account, 60+, More than 600). Some things to bear in mind to make the process as fast as you can: Sign up to receive email updates on your latest money saving tips, guides, competitions and more. The more changes to the tax code system, the greater risk of something going wrong. This throws out all the calculations for proft and loss. Sale of goods). For most kinds of refund, everything moves pretty quickly once HMRC have approved the amount. This meant that these participants had low motivation to take action, defaulting to repayment by payable order. Our close working relationship with HMRC means we receive regular updates on their current workload, procedures and timescales for different kinds of enquiries. More destinations will be added in due course. Some participants did not receive a repayment notification, and either: received a payable order (which was the first time they discovered they were due a repayment) or, proactively contacted HMRC to self-claim in year. Aura provided by Hurricane is a landed cost calculator that can be used to do the calculation in your checkout. On the whole, participants did not want a great deal of communication from HMRC during the repayments process. Participants generally were happy with the level of information included in the current version of the repayment notification, though suggested a few additions to the letter, including: a way to check that the letter is genuine, greater clarity about what the Personal Tax Account is, information about how long the Personal Tax Account set up should take and what documents are required, an alternative contact method for disabled taxpayers (see section 5.2 for more detail). Six main taxpayer profiles emerged from the variations in repayment journeys, linked to taxpayer knowledge and experience with finances and tax affairs, their trust in online services, digital confidence and their digital access. While there was an expression of discomfort with HMRC having their bank account details, participants typically had high trust in HMRC and were unconcerned about sharing this information. Proactive and capable withdrawers did not suggest any changes to the level of support they receive. Recruitment was conducted with the help of HMRC records. (j) Was the repayment via payable order/cheque? Secondly, participant recall of the process presented as a challenge for journey mapping. Even if they did receive it, taxpayers did not always read their repayment notification letter thoroughly. See below for further details. HMRC will stop issuing payable orders to overseas non-established taxpayers (NETP taxpayers who are registered for UK VAT but do not have a business address here). Those who had received a cheque were habituated to waiting for it and those who had contacted HMRC by phone were more likely to do so again to claim future repayments. This is the way forward, everyones doing it, you can do it on the bus on the train at home watching TV, its so much easier. I think I just had to wait to get it into my bank account, whereas if you wanted it by cheque you had to contact them. Get started on your, This is a hidden field to pull through the name of the page where the form was submitted from, The best way to speed up your RIFT Tax Refund is to get your, In HMRC's language, a tax rebate is "a refund on taxes when the tax liability is less than the taxes paid". This includes information on taxpayers personal circumstances, engagement and confidence with personal finances, as well as their typical behaviour when dealing with financial issues. or visit HMRC Trade Tariff tool with more information, in order to minimise delays through customs or items being returned to sender. If you would like to progress please ask your Account Manager for access to the Landed Cost API (Aura) and they can raise a request with the Royal Mail API team. This is very similar to a traditional cheque and can either be posted directly to you or to your bank to process. Participants were also happy for messages to be delivered via the Personal Tax Account, seeing this as very secure and appropriate to the process. For some Click and Drop processes the system will provide you with a marketplace name that you can just click on rather than having to key in the actual IOSS number but in all other instances please key in the full IOSS number as described, without any spaces. Use your Company Tax Return to tell HMRC if you think youre due a Corporation Tax refund (known as a repayment) and how you want it paid. Key in the number in this format to ensure that it is recognised. This includes participants who, after receiving a repayment notification: claimed via BACS through their (already existing) Personal Tax Account, set up a new Personal Tax Account to claim via BACS, started to claim via their Personal Tax Account, but stopped and received a payable order, did nothing, and waited for a payable order. The more accurate the information we have to present to HMRC, the quicker it will all get accepted and refunded. Participants who felt confident engaging online with HMRC were happy for subsequent communications from HMRC to be minimal. UK Sole traders typically pay their tax bill from their business account, and as such wish to categorise it as 'Tax' or 'HMRC' or similar. If you don't want to register yourself, we have Taxamo Assure - an innovative pay-as-you-go solution. You can claim a tax rebate for up to 4 years, with an average 4-year rebate with RIFT coming to 3,023. The Rolldeen Estates Ltd case. To help us improve GOV.UK, wed like to know more about your visit today. (Payable order, 18 to 29, Less than 100). HMRC will refund the amount left after youve repaid the tax you owe, either: The interest is taxable - include it as income in your Company Tax Return. There are actually lots of reasons why you might have to claim tax back from HMRC. You have rejected additional cookies.
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