Tax Back Form

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UNISON Tax Refund Claim Form

UNISON Guarantee

No refund, no fee

  • One in three UNISON members are due to a tax refund
  • The largest rebate so far is �9458.65
  • Over �1.5 million already recovered for UNISON members
  • The average refund for UNISON members is �167

FREE Confidential  Assessment Form

1. Personal Details (Please use BLOCK CAPITALS)

Title (Please tick)

Mr.   Mrs.   Miss   Ms.  

Date of Birth

     
Full Name Surname: First Name(s):

Address

 
 
 
 
Postcode: Telephone No. (inc.STD code)
2. Employment Details

Employer's Name

 

Nature of Employers Business

 

Occupation/Job title

 

National Insurance Number

                 
  Have you had any other employment apart from your current job since 6/4/95

Yes

 

No

 
3. Family Details
Are you (Please tick) Single   Married   With a partner   Separated   Divorced   Widowed  
Please enter dates (if applicable)

Marriage

 

Separation

 

Widowed

 
Is your husband/wife/partner currently in employment?

Yes

 

No

 
Has he/she been in employment during the last 6 year period?

Yes

 

No

 
4. Children please indicate with (brackets) if not your natural child

Full Name

Date of Birth

 

 

 

5. Additional Information please tick if you have...
Pay/paid professional subscriptions  
Been required to use your own car for business purposes (excludes travel to and from work)  
Work(ed) from home  
Received a Self Assessment Tax Return  
Previously completed one of our questionnaires  
I understand that should Personal Taxation Services Limited succeed in obtaining a rebate for me I will receive 60p in the � Signed: Date:
PLEASE REMEMBER TO SUPPLY US WITH YOUR LATEST PAYSLIP AND OR/ P60 AND IF AVAILABLE YOUR LATEST NOTICE OF CODING.   (ALL ORIGINALS WILL BE RETURNED)
Please return to : Personal Taxation Services Ltd, FREEPOST SK1892, Stockport, Cheshire, SK4 2YD
This service is operated on behalf of UNISON by Personal Taxation Services Ltd, Regent House, Heaton Lane, Stockport, SK4 1BS

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