Once you have started your claim with TaxPro, your Home screen shows a short list of tasks. Your tax specialist is on hand throughout.
The five tasks
Addresses: your home and your main workplace. Use the home address HMRC holds for you, or your claim can be delayed.
Claim agreement: sign once so we can act for you with HMRC.
Connect HMRC: log in with your Government Gateway so we can import four years of pay and tax. No payslips to dig out.
Travel and mileage: journeys to other sites, clients or training. Your normal commute does not count. If you have no travel to claim, tell us and the task comes off your list.
About your work: uniform, tools, professional fees, home working, phone and training.
Underneath, under "Also needed for now", there is Additional info: a few questions about pensions, Gift Aid, benefits, Marriage Allowance, student loan, other income and assets. Answer each one. A No is fine.
Submit
When every task is done, tap Submit my claim. You confirm five short statements about your work, then tap Submit for review. Nothing goes to HMRC yet. Our accountant reviews it first.
Documents are optional
Adding your contract and a payslip helps us finish faster, but it never holds up your claim. If your specialist needs a specific document, they ask for it and you see the request on your Home screen.
After you submit
Our accountant reviews your claim. Most reviews finish within 5 working days.
Your estimate comes once HMRC confirms TaxPro as your agent, typically 4 to 8 weeks. It can take longer when the details we hold do not match your Government Gateway.
We text you when your estimate is ready. Open it and tap Approve estimate.
We then ask you to confirm it is you (a quick identity check, if we have not already confirmed it from your HMRC connection and address) and where to pay your refund.
We file your return with HMRC within 2 working days of your approval.
Most claims are paid 10 to 14 weeks after you sign up. Once HMRC repays us, we pay you the next working day. Your payment usually shows in your account within 1 to 3 working days.
If this is your first claim with us, HMRC also needs to set you up on their system first. We do all of that for you by post: we register you for Self Assessment and send HMRC the form that lets us act as your agent. There is nothing for you to enter or send us. If HMRC write to you during this time, send us a photo in chat.
Stuck on any task? Message us in the app and we will guide you through it.
If Submit my claim will not let you continue, check the message under the button. It names the task still to finish, or tells you we are still collecting your pay and tax records from HMRC.