Last updated: 22 July 2026
These terms apply to the Tax Rebates Ltd Refer a Friend scheme.
By using or sharing a referral link, you agree to these terms.
1. Who can take part
The scheme is available to:
- existing Tax Rebates Ltd clients; and
- approved partners who have been given a referral link, such as tool dealers.
You must be aged 18 or over.
We may refuse or end your participation in the scheme at any time.
2. How referrals are tracked
A referral will only be recorded where the person you refer registers using your unique referral link.
We cannot pay a reward where the referral is not recorded by our systems. This may happen where the person:
- does not use your link;
- uses someone else’s referral link; or
- has browser or device settings that prevent tracking.
Our records will determine whether a referral has been successfully recorded, unless there is an obvious error.
3. Referral rewards
The reward depends on the type of claim made:
- £30 for a Capital Allowance or tool tax refund claim; and
- £5 for a PAYE or P87 tax rebate claim.
The reward amount will be the amount offered when the referred person registers.
4. When rewards become payable
A reward only becomes payable when the relevant stage has been reached.
For a Capital Allowance claim, this is when the referred person has provided their receipts and supporting documents and the claim has reached the calculation stage.
For a PAYE or P87 claim, this is when the referred person’s tax rebate has been paid.
No reward is payable where the required stage is not reached.
5. Who can be referred
The referred person must:
- be a genuine new applicant for that type of claim;
- use your referral link when registering;
- provide accurate and complete information; and
- proceed with a valid claim that we accept.
No reward will be paid where the person is already an applicant for the same claim, has already been referred, or does not proceed with their claim.
6. One reward per person
Only one reward can be paid for each referred person, identified using their National Insurance number.
This applies even where more than one person refers them or they make more than one claim.
You cannot refer yourself.
7. Payment of rewards
Rewards are paid monthly in arrears by cheque or bank transfer.
You must provide accurate and up-to-date payment details. We are not responsible for delays or incorrect payments caused by missing or inaccurate details.
We may carry out reasonable checks before releasing payment.
8. Checks, withheld payments and repayments
We may check referrals before or after paying a reward.
We may withhold, cancel or recover a reward where:
- the claim is cancelled, withdrawn, rejected, duplicated or invalid;
- these terms have not been followed;
- we reasonably suspect fraud, misleading information, collusion or abuse; or
- the reward was paid by mistake.
Where a reward has been paid incorrectly, you must repay it when requested.
9. Prohibited activity
The scheme is intended for genuine recommendations.
You must not:
- send spam or bulk unsolicited messages;
- use misleading advertising;
- use our name, logo or branding without permission;
- impersonate Tax Rebates Ltd;
- buy or sell referral links;
- refer yourself; or
- attempt to obtain rewards through false or artificial referrals.
We may cancel unpaid rewards and remove you from the scheme if these rules are broken.
10. Changes to the scheme
We may change these terms or suspend or end the scheme at any time.
Changes will apply from the date they are published.
Rewards that have already become payable before a change will still be honoured.
11. Other terms
You are responsible for any tax due on rewards you receive.
Rewards cannot be transferred to another person or exchanged for anything else.
We are not responsible for losses caused by circumstances outside our reasonable control. Our total liability under the scheme will not exceed the rewards properly payable to you.
These terms are governed by the laws of England and Wales, and any dispute will be dealt with by the courts of England and Wales.
For questions about a referral, please contact us
