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    DOCUMENT INSTRUCTIONS

    UK INCOME TAX REFUND

    Post your taxback.com forms to your local of ce or to : 1st Floor, 277/281 Oxford Street, London, W1C 2DL, United Kin domVisit www.taxback.com for further details about our services

    YOUR STEp-bY-STEp gUIDE TO gETTINg YOUR UK TAX bACK FAST

    Taxback.com makes getting your tax back fast and hassle free. You just need to ll in a bit of information and well do allthe hard work.

    Heres what you need to do:

    Tax ack.com A lication Forms pa es 1 & 2Fill in these two forms with your personal and employment information. This information helps us to get you as much taxback as possible so give as much detail as you can. Provide detailed information on all the jobs and employers you hadin the UK you can attach an additional sheet if necessary.Don`t for et to ive us your current address in your ome country on pa e 1.T is is necessary for your a lication.

    T e Tax Forms pa es 3-9These tax forms only need to be signed where indicated by the black pens there will be 9 signatures in total. You need to sign them inexactly the same way as in your passport. The tax of ce is very strict on how the tax forms are lled out so we make it easy for you you just need to sign and well ll in all the rest.Do not com lete any ot er information on t ese forms. If you add any additional information on t ese formsit may delay your tax refund.

    If youve visited the UK more than once you will need to print out and sign an extra copy of both pages 8 and 9 for each entry-exit you had.

    Post your taxback.com forms to your local of ce or to: 1st Floor, 277/281 Oxford Street, London W1C 2DL, United Kin dom

    UK PAYE Non-British

    ChECKLIST:

    Use this checklist to make sure youve done everything you need.

    I ave:1. Completed the application forms (a es 1 and 2 ) in full

    2. Only signed the rest of the forms where indicated by the black pen and have not lled in anyother information on these forms:

    Page 3 : One signature

    Page 4 : One signature and your NIN/UTR number

    Page 5 : One signature Page 6 : Two signatures

    Page 7 : One signature

    Page 8 : One signature

    Page 9 : Two signatures and name printed in BLOCK CAPITALS

    Please note that if you have lled in any further information on these forms we may need to get newly signed forms from you, which will cause a delay in your refund.

    3. Enclosed original Statement of Earnings. P60s, P45s and/or last payslips from all my UK employers.

    4. Enclosed a copy of my passport (signature and photo page).

    5. Made a photocopy of all my paperwork/payment documents for my records.

    Questions? Visit our website atwww.tax ack.com

    tax ack.com

    UK Head Of ce:277/281 Oxford Street1st Floor London W1C 2DLUnited KingdomToll Free: 0808 2381 611P: +44 207 6599 188F: +44 207 4913 988E: [email protected]: www.taxback.com

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    UK INCOME TAX REFUND

    Sign theforms1

    Send withyour tax info2

    Receive your refund3

    pERSONAL DETAILS PLEASE PRINT IN BLOCK CAPITALS

    At taxback.com we want you to get your maximum legal refund in the quickest time possible.1. Complete in full the rst two forms with your personal and employment information2. Please only sign the rest of the forms where marked with the black pen.

    Do not complete any other information on these forms.3. If youve visited the UK more than once, please send additional copies of the last two forms in the pack4. Please enclose a copy of the photo and signature page of your passport for identi cation.

    All the best,Fidelma McGuirktaxback.com Director of Operations

    Please supply a current email address so that you can receive personal updates by email.

    First Name:

    Date of birth: DAY MONTh YEAR Nationality:

    Home phone: 00 COUNTRY CODE LOCAL NUMbER

    Postal address in your home country:

    Date of arrival in the UK DAY MONTh YEAR

    Date of departure from the UK: DAY MONTh YEAR

    How did you hear of our service?

    Surname:

    Email:

    Mobile phone: 00 COUNTRY CODE LOCAL NUMbER

    Your last UK address:

    Occupation:

    If you are married, is your spouse working? Yes No

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    EMpLOYMENT DETAILS

    The UK tax year is from April 6th to April 5th of the following year. If you started working in the UK before April 6th and/or you nished working after April 5th, you have worked in more than one tax year and we may need to le more than one tax return for you.

    bREAKS IN EMpLOYMENT

    A break in employment is any time during your stay in the UK that you were not working. This includes when you were job seeking or if you tookholidays between jobs. We need to know about your breaks to ensure you get the correct tax refund.

    Date started work in the UK: DAY MONTh YEAR Date nished work in the UK: DAY MONTh YEAR

    Did you have any breaks between your employments in the UK? Yes NoIf yes, please specify the start and end date of any breaks, what you did during them and whether you received a Job Seekers Allowance during the breaks:

    Post your taxback.com forms to your local of ce or to : 1st Floor, 277/281 Oxford Street, London, W1C 2DL, United Kin domVisit www.taxback.com for further details about our services

    From: To: Reason for break: Did you receive a Job Seekers Allowance?

    DAY MONTh YEAR DAY MONTh YEAR Yes No

    From: To: Reason for break: Did you receive a Job Seekers Allowance?

    DAY MONTh YEAR DAY MONTh YEAR Yes No

    Did you leave the UK for work purposes abroad?

    If yes, when? From: To: From: To:

    D AY M ON Th YEAR D AY M ON Th Y EAR D AY M ON Th Y EAR D AY M ONT h Y EAR

    3 Do you intend to work in the UK this tax year? Yes No If yes, when? DAY MONTh YEAR

    UK PAYE Non-British 1

    Tax Year: Number of employers

    in tax year:Dates worked in the UK:

    6th April 2008 5th April 2009: DAY MONTh YEAR DAY MONTh YEAR

    6th April 2007 5th April 2008: DAY MONTh YEAR DAY MONTh YEAR

    6th April 2006 5th April 2007: DAY MONTh YEAR DAY MONTh YEAR

    6th April 2005 5th April 2006: DAY MONTh YEAR DAY MONTh YEAR

    6th April 2004 5th April 2005: DAY MONTh YEAR DAY MONTh YEAR

    6th April 2003 5th April 2004: DAY MONTh YEAR DAY MONTh YEAR

    6th April 2002 5th April 2003: DAY MONTh YEAR DAY MONTh YEAR

    have you a lied for t is

    refund efore?Yes No

    Yes No

    Yes No

    Yes No

    Yes No

    Yes No

    Yes No

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    UK INCOME TAX REFUND

    Em loyer 1

    Company Name:

    Street:

    City and Code:

    Phone: Fax:

    E-mail:

    Worked from: DAY MONTh YEAR until: DAY MONTh YEAR

    Do you have your P45 / P60? Yes No

    If no, would you like us to source replacements for you?* Yes No

    Did you receive P11D / bene ts or dividends? Yes No

    Em loyer 3

    Company Name:

    Street:

    City and Code:

    Phone: Fax:

    E-mail:

    Worked from: DAY MONTh YEAR until: DAY MONTh YEAR

    Do you have your P45 / P60? Yes NoIf no, would you like us to source replacements for you?* Yes No

    Did you receive P11D / bene ts or dividends? Yes No

    Em loyer 2

    Company Name:

    Street:

    City and Code:

    Phone: Fax:

    E-mail:

    Worked from: DAY MONTh YEAR until: DAY MONTh YEAR

    Do you have your P45 / P60? Yes No

    If no, would you like us to source replacements for you?* Yes No

    Did you receive P11D / bene ts or dividends? Yes No

    Employer 4

    Company Name:

    Street:

    City and Code:

    Phone: Fax:

    E-mail:

    Worked from: DAY MONTh YEAR until: DAY MONTh YEAR

    Do you have your P45 / P60? Yes NoIf no, would you like us to source replacements for you?* Yes No

    Did you receive P11D / bene ts or dividends? Yes No

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    If you have had more than four employers in the UK, please write their details on a separate page.

    EMpLOYMENT INFORMATION

    In order to successfully process your tax claim, we need information on all the employers you had in the UK and their contact details. Please ll-out the Employment Information section in as much detail possible:

    Post your taxback.com forms to your local of ce or to : 1st Floor, 277/281 Oxford Street, London, W1C 2DL, United Kin domVisit www.taxback.com for further details about our services

    *Document retrieval fee applies

    UK PAYE Non-British 2

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    UK INCOME TAX REFUND

    Post your taxback.com forms to your local of ce or to : 1st Floor, 277/281 Oxford Street, London, W1C 2DL, United Kin domVisit www.taxback.com for further details about our services

    *Document retrieval fee applies

    UK PAYE Non-British 3

    DECLARATION TO ThE EMpLOYER

    I,

    PLEASE PRINT YOUR NAME

    grant full authority to taxback.com, to act as my agent in dealing with , my United Kingdom income tax return application. I authorize that my P45/ P60/

    SoE be sent to the of ce of

    tax ack.com1st Floor, 277/281 Oxford Street

    London, W1C 2DLUnited Kingdom

    Signed:

    Date:

    ESS Ltd, t/atax ack.com is registered inEngland.Registration Number: 04608872

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    Please sign the Declaration to the Employer if you do not have any of your payment documents and we will contact your employer(s) for replacement(s).

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    UK INCOME TAX REFUND

    Name in print: Date:

    Signature: National Ins. Number: UTR:12

    CUSTOMER AgREEMENT

    I con rm that:

    1. I have not led a UK income tax return for this tax year nor authorized any person to do so on my behalf.

    2. I authorize taxback.com (referred to hereafter as the Agent) to le this tax return and represent me before theUK tax authorities.

    3. I understand that if I am due a refund for this tax year and I have not led my tax return for other tax years in whichI worked in the UK, the Agent will be obliged to le the returns for the other tax year(s) as well. I agree that the Agentshould do this and I will pay a processing fee for each tax return.

    4. I authorise taxback.com to retrive my P45/P60/SoE documents if I do not have them and agree to pay an administrativefee for each document;

    5. I authorize the Agent to receive my refund cheque(s) from the tax authorities; to endorse the checks, deduct thenecessary fee(s) and to send me the remaining amount.

    6. Should I receive the refund directly from any other source other than the Agent, I understand and agree that I will paythe fee due to taxback.com;

    7. I understand that the UK Tax Authorities will make the nal decision on the value of any refund due and therefund estimation given by the Agent is an estimation only, not a guarantee.

    8. I agree to and accept the terms and conditions of service as written online at www.taxback.com and to any changesin the terms and conditions which Taxback may effect from time to time, and to the fees of the agent which representsthe services I have requested and which are provided by Taxback and/or its af liate companies.

    9. I commit to updating taxback.com of any change in my contact details.

    Post your taxback.com forms to your local of ce or to : 1st Floor, 277/281 Oxford Street, London, W1C 2DL, United Kin domVisit www.taxback.com for further details about our services UK PAYE Non-British 4

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    6/1064-8 HMRC 07/06

    Please read the notes on the back before completing thisauthority. This authority allows us to exchange and discloseinformation about you with your agent and to deal withthem on matters within the responsibility of HM Revenue & Customs (HMRC), as specified on this form. This overrides anyearlier authority given to HMRC. We will hold this authority

    until you tell us that the details have changed.

    Corporation Tax Company Registration number

    Companys Unique Taxpayer Reference

    Employer PAYE Scheme Employer PAYE reference

    Accounts Office reference

    VAT (see notes 2 and 5 overleaf)

    VAT registration number

    Give your agents details here

    Give your personal details or Company registered office here

    If not yet registered

    tick here

    For official use only

    SANIRS

    COP

    NTC

    COTAXEBS

    VAT

    COP link

    / /

    /

    /

    / /

    / /

    Authorising your agentPlease tick the box(es) and provide the reference(s)requested only for those matters for which you wantHMRC to deal with your agent.

    Address

    Postcode

    Telephone number

    I, (print your name)

    of (name of your business, company or trust if applicable)

    authorise HMRC to disclose information to

    (agents business name)

    who is acting on my/our behalf. This authorisation is limited tothe matters shown on the right-hand side of this form.

    Signature see note 1 before signing

    Date

    Address

    Postcode

    Telephone number

    Agent codes (SA/CT/PAYE)

    Client reference

    / /

    /

    /

    / /

    / /

    Tax Credits

    Your National Insurance number (only if not entered above)

    If you have a joint Tax Credit claim and the other claimantwants HMRC to deal with this agent, they should sign hereName

    Signature

    Joint claimants National Insurance number

    Individual*/Partnership*/Trust* Tax Affairs *delete as appropriate (including National Insurance).

    Your National Insurance number (individuals only)

    Unique Taxpayer Reference (if applicable)

    If you are a Self Assessment taxpayer, we will send your Statement of Account to you, but if you wouldlike us to send it to your agent instead, please tick here

    If UTR not yet issued tick here

    If you are self employed

    tick here

    T61941/-/N6504J

    0207 6599 188

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