Home / How it works
Simple & transparent

How it works

From "am I owed anything?" to money back in your account — here's exactly what happens, with no jargon and no surprises.

Free eligibility check

Tell us about your role, union membership and the expenses you pay for. It takes under two minutes and costs nothing. We'll confirm whether you have a claim and roughly what it could be worth.

We prepare your claim

If you'd like us to proceed, our specialists review up to four tax years and identify every allowance you're entitled to — union & professional fees, uniform & PE kit, mileage, working-from-home and more. We complete the HMRC paperwork accurately on your behalf.

Submitted to HMRC

We submit your claim directly to HMRC. We'll keep you updated on progress and answer any questions along the way.

You get paid

HMRC pays your refund directly to you. With our managed service you only pay our fee if a rebate is secured — and if no rebate is due, we refund our fee in full.

Two ways to claim

Prefer to do it yourself? Our DIY Guide & Templates walks you through the exact HMRC process so you keep 100% of your refund. Want it handled for you? Our Managed Claim Service does everything end-to-end. See full pricing on our Fees page.

Remember: You can always claim directly from HMRC for free at gov.uk. You never have to use an agent — we simply make it faster and easier, and help make sure nothing is missed.

Ready to find out what you're owed?

Start your free, no-obligation eligibility check now.