Tax Refund and Preparation Fees

For tax refunds from Australia, we offer a range of services and pricing depending on your residency status and the time it will take to receive your refund.

Low refunds: For non-resident for tax purposes refunds and refunds under AU$150, the fee is Au$87+ handling fee

Australian Citizens: For tax refunds for Australian citizens we charge a flat fee of AU$99 (handling fee included).

Australian Residents for tax purposes: For Australian residents for tax purposes we charge per tax year 9% + handling fee of the amount processed by the relevant tax office subject to a minimum fee of $99 + handling fee.

Early Assessment: If you have already left Australia and want to apply for your refund before the tax year ends, our fee for early assessment is per tax year 9% + handling fee of the refund received subject to a minimum fee of $99 + handling fee

Superannuation Refunds: If you have left Australia permanently we can organise a refund of your superannuation and for this service we charge 20% + handling fee of the amount processed by the relevant tax office. Refunds below AUD$1000 will be subject to a minimum fee.

If you need us to file an amendment of your tax return, our fees for paper amendments are per tax year 25% + handling fee of the refund received subject to a minimum fee of $250 + handling fee of the amount processed by the relevant tax office. For electronic amendments our fee is per tax year 15% + handling fee of the amount processed by the relevant tax office subject to a minimum fee of $200 + handling fee.

Fees for previous tax years may be different so if you're applying for a tax refund from before 2012, Chat Live here to find out about your specific case.

If you require document retrieval services, our fee for this is AU$40 + handling fee per document.

The Average Tax Refund Down Under is AU$2,600

For tax refunds from Belgium we charge per tax year 12.5% + handling fee of the amount processed by the relevant tax office subject to a minimum fee of €62.50 + handling fee.

The average tax refund from Belgium is €2,300

For tax refunds from Denmark we charge per tax year 12.5% + handling fee of the amount processed by the relevant tax office, subject to a minimum fee of €62.50 + handling fee.Fee payment is required upfront.

The average Danish tax refund is €1,200

For income tax refunds and pension refunds from Germany, we charge per tax year 16.5% + handling fee of the amount processed by the relevant tax office, subject to a minimum fee of €50 + handling fee for refunds less than €300.

For Kindergeld (childcare benefits) we charge €150

For U1 service we charge €48

Fee payment is required upfront

The average German tax refund is €1,020

For tax refunds from Holland we charge per tax year 16.5% + handling fee of the amount processed by the relevant tax office subject to a minimum fee of €50 + handling fee.Fee payment is required upfront

The average Dutch tax refund is €910

For PAYE income tax refunds from Ireland Taxback charges per tax year 10% + handling fee of the amount approved by the relevant tax office, subject to a minimum processing fee of €40+ handling fee.

For tax refunds under €96, Taxback charges 50% of the approved refund amount by the relevant tax office.

*Complicated cases are charged with an additional flat fee of €30. These may include, but not limited to:- claim for pension contributions- claim for work at home expenses- claim for income continuance contributions- claim for year of separation- claim for year of bereavement- if you are randomly selected by Revenue to complete a Form 12- if you are in receipt of other non-PAYE income but you are not regarded as a chargeable person yet- other

Our self-assessed tax service can save you time and effort for a flat fee. Our packages are priced according to the complexity of your personal circumstances and tax affairs. Our fee starts at €286. If you would like assistance with filing your self-assessed taxes, contact Taxback today and a member of our team will help you get started.

Retained funds charge

Retained funds mean the balance of the funds standing to the credit of the customer after deduction of all fees and charges as well as all other funds received on behalf of customers and maintained in Taxback bank account. Taxback will charge a fee of €5 per month on retained funds, such charges to commence seven days after Taxback have made four emails and two phone call attempts to the customer’s email address and telephone number, as provided by the customer within the period of minimum 4 weeks and the customer has failed within the said period above to respond to Taxback, or has failed to furnish to Taxback a valid bank account such that enables Taxback to refund the balance to the customer in a timely manner. The said retained funds charge of €5 per month will be applied each month thereafter until the customer furnishes to Taxback the relevant bank details or the balance is reduced to zero, whichever occurs first.

If after a period of 3 years a balance remains and the customer has failed to respond to Taxback, or has failed to furnish to Taxback a valid bank account such that enables Taxback to refund the balance to the customer and the balance of the refund is less than €200 the balance of the retained funds will be charged as an additional administrative fee. If the balance of the refund is more than €200 an additional administrative fee of €200 will be charged by Taxback each year thereafter, in addition to the monthly retained fee charge, until the customer furnishes to Taxback the relevant bank details or the balance is reduced to zero, whichever occurs first.

Where customers refuse to receive the balance of the funds after deduction of all fees and charges, or supplied invalid contact details, or refuse to be contacted either by email or a phone call, charge of €5 per month will be applied each month thereafter until the customer furnishes to Taxback the relevant bank details or the balance is reduced to zero, whichever occurs first.

We provide both Irish tax refund and tax return filing services

For Japanese income tax refunds we charge 20% + handling fee of the refund received, subject to a minimum processing fee of 7171 ¥ + handling fee.

For Japanese pension tax refunds we charge 20% + handling fee of the refund received, subject to a minimum processing fee of 10757 ¥ + handling fee.

We provide income tax and pension refunds from Japan

For tax refunds from Luxembourg we charge 12.5% + handling fee of the refund received, subject to a minimum fee of €62.50 + handling fee.Fee payment is required upfront.

The average tax refund from Luxembourg is €1,109

For refunds from New Zealand we charge 12.5% + handling fee of the refund received subject to a minimum fee of NZ$62 + handling fee.

Fees for previous tax years may be different so if you're applying for a tax refund from before 2008, Chat Live here to find out about your specific case.

If you require document retrieval services for your NZ tax refund, our fee for this is NZ$30 + handling fee per document.

If you worked in New Zealand you could be due  a tax refund

UK Self-Assessment Tax Return service

Our tax return preparation fees are as follows:

• In the event you are due a repayment of tax, our fee is 11% plus handling fee on the repayment estimated, subject to a minimum fee of £265.
• In the event that you are not due a repayment of tax from HMRC or you have a tax liability for the year, our flat fee structure will apply as follows:

The base fee is £265 and this covers the preparation of an income tax return involving business or property income.

An addition of £50 may be applied to the base fee for meeting urgent deadlines.

Complex Cases

In addition to our fixed fee structure, if your tax affairs are complicated (e.g. if you have foreign income sources and associate reliefs, share schemes or complex residency issues) or you made any chargeable disposals in the year that were subject to Capital Gains Tax, then our fee will be based on the time taken to deal with the tax return. In most cases, the fee will be no more than £400. We will always advise you of any additional fees before undertaking any work on your behalf, and we endeavour to identify any such fees when undertaking our initial review of your tax position.

What does the Tax Return Fee include?

• Completion of core Self-Assessment tax return form
• Completion of all the necessary supplementary pages
• Calculation of your tax liability or repayment
• Submission of the tax return to the HM Revenue and Customs.

What is not included in the Tax Return Fee?

• Obtaining information from third parties
• Organisation of supporting information, e.g. receipts
• Tax and planning advice
• Dealing with Inland Revenue enquiries

For UK PAYE, and Seafarer tax refunds we charge 11% + handling fee of the refund received, subject to a minimum processing fee of £50 + handling fee.

As CIS workers are required to submit tax returns to secure any refunds, we charge 11% + handling fee of the refund received, subject to a minimum processing fee of £265.

A bank transfer fee may apply, depending on the method you request to receive your refund. If you require document retrieval services for your UK tax refund, our fee for this is £20 + handling fee per document.

The average UK tax rebate is £963

For US Federal tax returns we charge $120 + handling fee

Add in a State tax return for $60 + handling fee.

For a state tax return on its own we charge $100 + handling fee.

FICA

From IRS - $150 plus handling fee ($180)

US residents for tax purposes

For US resident for tax purposes our fees structure is as follows:

US Federal return that includes the basic form 1040 without additional schedules and forms - $200 + handling fee.

Additional schedules – for full details click here.

Expatriates (handling fee included)

Basic Expatriate return - $500

Complex Expatriate return - $650

Expatriate State return - $100

For additional schedules please click here.

Rental Income Return

This is a complete service covering the necessary federal tax return and annexes (single owner – 1 property), and includes a detailed review of all supporting documents - $400

State Income tax return - $100

Additional property (this fee is due for second and each subsequent property) - $100

Additional Owner (this fee is due where there are multiple owners of a property and applies regardless of whether or not the owners are a married couple. This charge covers the preparation of the additional personal return due) - $180

Multiple years discount – 20%, available where returns for 2 or more tax years are required.

This discount is applicable to the annual fees excluding any once off fees and administrative fee and does not apply where other discounts/reductions have been granted.

Capital Gain Return

The price will be based on the complexity of the case - $600

Administrative fee (this fee is obligatory and due for each year of submission. It covers postage, phone calls, photocopying, etc.) - $20

Multiple years discount – 20%, available where returns for 2 or more tax years are required.

This discount is applicable to the annual fees excluding any one-off fees and administrative fee, and does not apply where other discounts/reductions have been granted.

Prices are based on provision of information in pre-agreed format - a surcharge of 20% may be applied for disorganized files.

Prices are based on provision of necessary backup documentation only - the inclusion of unnecessary documentation may result in the application of an additional charge.

Please note that fees are based on the complexity of your tax situation so if you have any additional requirements or need to avail of our advisory service, there may be an additional fee. A full quote will be given at the outset.

Our fee for organising an ITIN is $150 + handling fee. This fee is additional to other tax return services provided.

Our fee for organising an EIN is $200 and this fee is additional to other tax return services provided.

If you need us to file an amendment of your tax return, our fee is $200 + handling fee per tax return.

The average US Tax Refund is $800*