What the estimate is
Once our accountant has reviewed your claim and prepared your tax return, we work out what HMRC owes you. We text you when your estimate is ready.
The big figure on the screen is your take-home estimate: what lands in your bank after our fee. Tap See how it adds up for the refund from HMRC, our fee (37.5% of the refund) and the VAT on the fee. Under The returns we will file you can read the returns before you approve.
How to approve it
Log in and open your claim. You go straight to Your estimate.
Check the figure and the returns.
Tap Approve estimate.
Confirm it is you. This is a quick identity check with your phone camera, needed once, before any refund is paid. If we have already confirmed you from your HMRC connection and your address, we skip it and tell you.
Tell us where to pay your refund, or confirm the account we already have.
That completes your approval. If you stop part way, your approval is saved. Open your claim and tap Carry on.
What happens after you approve
Our accountant files your return with HMRC within 2 working days of your approval, and we text you when it is in. HMRC usually pays 7 to 14 days after filing. See "How long does it take to get a Tax Rebate" for the full timeline.
Questions about the figure?
If the estimate looks different from what you expected, for example an expense seems missing, do not approve yet. Tap Something looks wrong and tell us what, or message us here. Your estimate stays open while we check. Nothing goes to HMRC until you approve.