UK TAX REFUND

TAX QUESTIONNAIRE ROMANIAN VERSION

ESTE SIMPLU I RAPID S SOLICII RETURNAREA TAXELOR DIN

MAREA BRITANIE. TE RUGM S URMEZI PAII DE MAI JOS:

Completeaz pachetul de formulare

cu LITERE DE TIPAR, incluz nd c t mai
multe informaii posibil. Scaneaz sau
fotografiaz pachetul de formulare
completat.

Ataeaz acestuia documentele

justificative i trimite-le pe toate la
ukdocuments@taxback.com

De ndat ce primeti estimarea, trimite

prin pot formularele fiscale ctre
Unit 11, Bayford St Industrial Centre,
Bayford Street, London E8 3SE
sau Taxback, str: Motilor, nr 100 A,
400 370 Cluj-Napoca, Romania

Exist multe motive pentru care ai putea fi ndreptit s-i recuperezi taxele de la HMRC, din Marea Britanie. Noi, cei de la Taxback.com, tim
c situaia fiscal a fiecarei persoane este diferit. Din acest motiv, acest pachet de documente conine aa de multe informaii. ns, tu trebuie
doar s completezi seciunile relevante pentru tine. Dac ai nevoie de ajutor cu formularele, te rugm s ne anuni i o persoan din cadrul
companiei, te va ajuta cu completarea acestora. Menionm c avem nevoie de pachetul de formulare completat pentru a-i putea confirma
situaia fiscal din Marea Britanie. Te rugm s te asiguri c ai completat toate sectiunile relevante i ai inclus toate documentele necesare.

LIST DE VERIFICARE
Acesta list te ajut s verifici dac ai completat corect i ai furnizat documentele necesare aplicaiei. Te rugm s bifezi
mai jos toate csuele, astfel nct s fii sigur() c ai depus toat documentaia necesar.
1.

Completeaz toate seciunile chestionarului

fiscal seciunile cu detalii personale, despre
reziden, despre angajare i despre alte venituri.
Te rugm s oferi c t mai multe informaii cu
putin.

2.

Citete i semneaz Declaraia ctre Angajator

i Contractul cu Clientul.

3.

Ataeaz documentele tale de plat P45, P60,

Declaraia de venit sau ultimul flutura de salariu,
de la fiecare angajator pentru perioada relevant.

4.

Ataeaz o copie dup un document

de identitate cu poz i semntur
de ex. paaport, carte de identitate sau
permis de conducere

5.

Printeaz formularele de la pagina 9

- 12, pe o singur parte i semneazle pe fiecare n locul unde apare
marcajul rou ( ).

6.

Trimite pachetul de documente

completat i semnat la
ukdocuments@taxback.com
i apoi prin pot ctre cel mai
apropiat birou Taxback.com.

Pentru informaii adiionale despre serviciile noastre te rugm sa vizitezi: http://www.taxback.com/ContactUs

Taxback.com, Unit 11, Bayford St Industrial Centre, Bayford Street, London E8 3SE

www.taxback.com

UK TAX REFUND
TAX QUESTIONNAIRE ROMANIAN VERSION

INFORMAII PERSONALE / PERSONAL INFORMATION

Prenumele

Numele

First Name(s)

Surname

Dl

Dra

Dna

Mr

Mrs

Miss

Naionalitate

Data naterii
Date of Birth _____ / _____ / ________

Nationality

Dac ai prsit deja Marea Britanie, te rugm s ne furnizezi ultima adres din Marea Britanie. Dac nc locuiesti n Marea Britanie, te rugm s ne furnizezi
adresa curent. / If you have left the UK, please insert your last address in the UK, If you are still living in the UK, please insert your current address.

Adresa de domiciliu dac ai prsit Marea Britanie, te rugm s ne furnizezi adresa curent de domiciliu din strintate
Home address if you left the UK, please insert your current residing address abroad

National Insurance Number (NINO) din Marea Britanie

Numr de telefon (inclusiv codul trii)

UK National Insurance Number (NINO)

Telephone Number (include dialling codes)

Telefon mobil

Email

Mobile

E-mail

Nu uita: Este important s te putem contacta pe parcursul procedurii, n cazul n care i schimbi datele de contact, te rugm s ne informezi!
Remember: It is important that we are able to reach you throughout the process so if at any time you change your contact details be sure to let us know!

Cum ai aflat de serviciile noastre?

How did you hear about our company?

Te rugm s ne informezi care sunt anii pentru care doreti s i depunem declaraia fiscal n vederea returnrii taxelor:
Please indicate the years for which you wish to submit a tax refund claim:

*Mentionam ca trebuie sa verificam toti anii fiscali, in care te-ai aflat in Marea Britanie.
*Please note that we have to review all tax years you have been in the UK.

6 Aprilie 2016 5 Aprilie 2017

6 Aprilie 2015 5 Aprilie 2016

6 Aprilie 2014 5 Aprilie 2013

6 Apr 2016 - 5 Apr 2017

6 Apr 2015 - 5 Apr 2016

6 Apr 2014 - 5 Apr2013

6 Aprilie 2013 5 Aprilie 2014

6 Aprilie 2012 5 Aprilie 2013

6 Apr 2013 - 5 Apr 2014

6 Apr 2012 - 5 Apr 2013

Ai depus deja o aplicatie sau ai primit o returnare/ calculare a taxelor, din partea autoritatiilor fiscale, pentru oricare din perioadele mentionate mai jos? Da

Nu

Have you already filed a claim or received a refund/calculation from the tax office for any of the periods listed above?

No

Yes

Daca da, pentru care ani? / If yes, for which years? _____________________________________________________________________________________
Ai folosit o agentie? / Did you use an agency?

Da / Yes

Nu / No

Cum s-a solutionat cererea?

Am primit returnare

Datoram bani oficiului fiscal

Nu am primit raspuns de la oficiul fiscal

What was the outcome of the claim?

I received a refund

I owed money to the tax office

I didnt hear back from the tax office

Te-ai inregistrat ca Persoan Fizic Autorizat la HMRC sau ai solicitat sa fi

tratat ca Self Assessed in UK? / Have you ever registered with HMRC as being self employed or elected to be treated as Self Assessed in the UK?

Da / Yes

Ai primit recent coresponden din partea HMRC? / Have you received any corresponDa / Yes
Nu / No
dence from HMRC recently?

Nu / No

Dac rspunsul este afirmativ, te rugm s ne furnizezi numrul UTR: /

If yes, please provide your UTR number: __________________________________

Dac da, te rugm s ne trimii o copie dup aceasta; ar putea fi necesar

aplicaiei tale. / If yes, please send us a copy of the correspondence; it might be useful for
your application.

Taxback.com, Unit 11, Bayford St Industrial Centre, Bayford Street, London E8 3SE

www.taxback.com

UK TAX REFUND
TAX QUESTIONNAIRE ROMANIAN VERSION

REZIDENTA / RESIDENCY SECTION

Te rugam s citeti fiecare ntrebare i s raspunzi la cele care sunt relevante situatiei tale, astfel nc t noi s putem identifica exact statutul tau din
punct de vedere fiscal. Numai aa vom putea pregti o declaraie corect. / Please go through all questions and complete the ones that are relevant to
your circumstances. This will give us a clear picture of your residency position which will enable us prepare a complete and correct tax claim on your behalf.
1. Care este ara ta de reedin? / In which country do you normally reside? _________________________________________________________________
Dac aceasta este Marea Britanie, ai trit i ai lucrat ntotdeauna n Marea Britanie (except nd vacanele scurte)?

Da

Nu

If this is the UK, have you always lived and worked in the UK (other than short holidays)?

Yes

No

Dac Da, te rugm s sari la ntrebarea 5. / If Yes, please go to question 5.

Dac rspunsul tu nu este Marea Britanie, atunci te rugm s continui cu ntrebarea numrul 2. / If other than UK, please continue to question number 2.
2. C nd ai ajuns n Marea Britanie? / When did you arrive in the UK? _____ / _____ / ________
Te rugm s ne oferi informaii cu privire la orice perioad petrecut n afara Marii Britanie, ncep nd cu 6. Aprilie 2012,except nd vacanele, la ntrebarea 5.
Please give details of any periods spent out of the UK other than on holiday(s) since 06 Apr 2012 at question 5.
3. Care a fost motivul pentru venirea ta n Marea Britanie?

Loc de munc

Vacan

Altul

(te rugm s menionezi): ________________________

Employment

Holiday

Other

(please specify):

Please state your reason for coming to the UK?

4. Ai vizitat Marea Britanie naintea datei menionate mai sus? Da

Have you visited the UK prior to the date of arrival above?

Yes

Nu

Ia in calcul doar zilele in care te aflai in UK la miezul noptii: _____________

No

Please only count days where you were in the UK at midnight

5. Dac n mod normal locuieti n Marea Britanie sau ai venit s trieti/ lucrezi n Marea Britanie, te rugm s ne furnizezi detalii cu privire la orice perioad
petrecut n afara Marii Britanie, except nd vacanele scurte: / If you normally live in the UK or you have come to live/work in the UK, please provide details below of any
periods you have spent out of the UK other than for short holidays:

Ieire / Exit

6. Ai prsit Marea Britanie acum?

Have you now left the UK?

Intrare / Entry

Da

n ce data ai plecat? _____ / _____ / ________

Yes

On what date did you leave?

Da

C nd?

Do you intend to return to the UK?

Yes

When?

Why have you left the UK?

To go travelling

Nu
No

Intenionezi s te ntorci n Marea Britanie?

7. Care este motivul pentru care ai prsit Marea Britanie? Cltoreti

Motiv / Reason

_____ / _____ / ________

Nu
No

Emigrezi definitiv

Loc de munca n afara rii*

To emigrate permanently Employment abroad*

Altele

______________

Other

In ce tara intentionezi sa calatoresti si sa lucrezi in continuare si pentru ce perioada de timp?

Which country do you plan to work and travel in next and for how long?

*Vom avea nevoie de informaii suplimentare n cazul n care pe durata cltoriilor tale vei lucra n afara UK, sau n cazul n care prseti UK i lucrezi
full/part time n alt ar. Dac nu, treci la seciunea cu informaii referitoare la angajare. / *If there is a possibility that you will be working abroad during your
travels, or you are in the UK to work full or part time abroad please provide further details. If no, skip to the Employment Information Section overleaf.
8. Ai mai vizitat Marea Britanie de la data plecrii tale menionate mai sus? / Have you visited the UK since the date of departure above?

Da / Yes

Nu / No

Dac da, te rugm s ne furnizezi un numr aproximativ de zile (ncepnd cu acea dat) pe care le-ai petrecut n Marea Britanie, per an fiscal (anul fiscal se
ncheie pe 5 aprilie): / If yes, please advise an approximate number of full days (since that date) that you spent in the UK per tax year (ending April 5th): _________________
9. C t timp te aflai n Marea Britanie, ai fost nsoit/ de soie/so, de partener sau de copii sub 18 ani?

Da

Nu

While in the UK, were you accompanied by your spouse, (civil) partner, or children under 18?

Yes
No
Dac da, te rugm s ne oferi detalii n csua pentru informaii adiionale, de la pagina 3. / If yes, please give details in the Additional information box on page 3.

10. Te afli nc n Marea Britanie? / Are you still in the UK?

Da/Yes

Dac da, ai stabilit o dat concret pentru prsirea definitiv a Marii Britanii? _____ / _____ / _________
If yes, do you have an intended date of permanent departure?

Nu/No

Dac nu, intenionezi s te ntorci n Marea Britanie pentru a locui/ munci sau pentru vizite regulate? Te rugm s ne furnizezi detalii:
If no, do you intend to return to the UK to live/work or for regular visits? Please give details:

______________________________________________________________________________________________________________________________
______________________________________________________________________________________________________________________________

Taxback.com, Unit 11, Bayford St Industrial Centre, Bayford Street, London E8 3SE

www.taxback.com

UK TAX REFUND
TAX QUESTIONNAIRE ROMANIAN VERSION

VENITURI OBINUTE LA LOCUL DE MUNC / EMPLOYMENT INCOME SECTION

Ci angajatori ai avut n Marea Britanie (n anul fiscal pentru care doreti s aplici)?
How many employers have you had in the UK (for the Tax Years you are applying for)?
NOT: Dac ai mai mult de 1 angajator, te rugm s completezi DETALIILE ANGAJATORULUI pentru fiecare loc de munc suplimentar, pe o foaie
separat. / NOTE: If you have more than one employer please complete an EMPLOYER DETAILS for each additional employment on separate paper.
Not: n cazul n care au existat perioade de timp n care nu ai lucrat, te rugm s ne oferi mai multe informaii pe o coal separat de hrtie. Astfel, ne
asigurm c HMRC va avea datele tale complete cu privire la perioada pe care ai petrecut-o n Marea Britanie.
Important: Any gaps in employment must be detailed on a separate sheet in order to provide the HMRC with complete information.

DETALIILE ANGAJATORULUI / EMPLOYER DETAILS

Numele companiei
Company Name

Adres

Codul postal

Address

Postcode

Datele de contact ale angajatorului (dac sunt cunoscute)

Employers Contact Details (If known)

Prima zi de munc

Ultima zi de munc
_____ / _____ / ________

Start Date

Finish Date

_____ / _____ / ________

Care este ocupaia ta ( de ex. profesor, chelner, specialist IT, etc)?

What was your occupation (e.g. teacher, waitress, IT specialist, etc.)?

Ai primit vreun beneficiu sau plati pentru cheltuielile legate de locul de munca, precum: autoturism de serviciu, asigurare / tratament medical, indemnizatie de
cazare, etc.? / Have you received any benefits or expense payments from this employment: such as company car, medical insurance/treatment, accommodation allowance, etc.?
Nu / No
Da / Yes

* Toate aceste informaii se pot gsi pe documentul numit P11D primit de la angajatorul tu.
If applicable these details can be found on a form P11D which would have been provided to you by your employer.
Avea acest loc de munc o caracteristic internaional? De ex, i s-a cerut s cltoreti n alte ri sau ai fost detaat din ara de origine ctre un loc de munc temporar?
Did this employment have any international aspects? For example, were you globally mobile or were you seconded from your home country to a temporary workplace?

Da / Yes

Detalii: / Please give details: __________________________________________________________________________________________________

_________________________________________________________________________________________________________________________________
Nu / No
Documente de plat / Payment Documents
Eu am: / I have a:

P60 / P60

P45 / P45

Ultimul flutura de plat / Final Payslip

P11D / P11D

Nu am nici unul din documentele menionate i a dori ca taxback.com s ncerce s obin aceste documente n numele meu.

Da

Nu

I do not have the above and would like taxback.com to try obtain them on my behalf.

Yes

No

* Menionm c un comision se va percepe pentru acest serviciu. / * Please note a fee will be charged for this service.
Informaii Importante Documente de Plat:
Te rugm s ne trimii prin post, n original, documentele de plat de mai sus deoarece copiile acestora pot fi refuzate de autoritile fiscale (poi
pstra o copie pentru tine n schimb).
Important Information re Payment Documents: Please note if you have any of the payment documents listed above please send us the original versions
(keeping a copy for yourself) as photocopies may not be accepted.
NOT: Fiecare angajator are obligaia legal de a furniza documentele P45 i/sau P60. n cazul n care nu ai primit aceste documente de la ei, poi s i
contactezi n vederea obinerii documentelor echivalente, numite i Statement of Earnings.
NOTE: Your employer is legally obliged to provide you with P45 or P60. If you havent received one for each employment you can ask your employer for an
official statement of earnings.

Taxback.com, Unit 11, Bayford St Industrial Centre, Bayford Street, London E8 3SE

www.taxback.com

UK TAX REFUND
TAX QUESTIONNAIRE ROMANIAN VERSION

ALTE VENITURI / OTHER INCOME

Este important s rspunzi la ntrebrile din aceast seciune cu informaii detaliate cu privire la sumele primite din alte surse pentru perioada pentru
care aplici. Dac rspunzi cu Da la vreuna dintre categorii, te rugm s ne furnizezi mai multe informaii n csua de mai jos.
It is important that you answer this section with information on income received from anywhere in the world for the period you are claiming for.
Should you answer with Yes to any of the categories, please provide more information in the box below.
Dobnzi bancare

Da

Nu

Suma ______________________

Dividende

Da

Bank Interest

Yes

No

Amount

Dividends

Yes

No

Venituri din nchirieri Da

Nu

Suma ______________________

Indemnizaie de omaj* Da

Nu

Rental Income

No

Amount

Jobseekers allowance*

No

Yes

Venituri obinute ca Persoan Fizic Autorizat

Self-employment
Da
Nu
Suma ______________________
Yes

No

Amount

Nu

Yes

Venituri din strintate Da

Nu

Foreign Income

Yes

No

Venituri din pensie

Da

Nu

Suma ______________________

Alte venituri

Da

Nu

Pension Income

Yes

No

Amount

Other Income

Yes

No

Suma ____________________
Amount

Suma _____________________
Amount

Suma _____________________
Amount

Suma _____________________
Amount

*Dac deii documentele P45U sau P60U de la Agenia de Munc, te rugm s ni le furnizezi.
*If you have supporting documents P45U or P60U, from the Job Centre, please send them to us.

INFORMAII ADIIONALE / ADDITIONAL INFORMATION

Te rugm s foloseti spaiul pentru a ne furniza orice fel de informaie adiional care ar putea fi relevant pentru situaia ta fiscal.
Please use this space to tell us about any additional information that may be relevant to your tax affairs.

CE SE NTMPL MAI DEPARTE / WHAT HAPPENS NEXT

Dup primirea chestionarului fiscal completat n totalitate, a Declaraiei ctre Anjator i a Contractului cu Clientul semnate ( paginile 6, 7 i 8 ale acestui
document) i a tuturor documentelor tale de plat, vom putea s i pregtim o estimarea a situaiei tale fiscale din Marea Britanie. / Upon receipt of a fully
completed Tax questionnaire, signed Declaration to employer and Customer agreement (pages 6, 7 and 8 of this document) and all your payment documents, we would be in position to
prepare an estimate of your income tax position in the UK.

Dac eti mulumit de rezultate, te vom ruga s printezi, pe pagini individuale, Formularele fiscale ataate, s semnezi toate csuele marcate cu bifa roie i
s ni le trimii prin pot ctre cel mai apropiat birou Taxback.com. / If you are satisfied with the results, we will need you to print on a single page each, sign on all boxes marked
with a red tick and post the originals of the attachment called Tax forms to us at your closest taxback.com office.

Dup primirea acestora, vom putea s i pregtim i s ti depunem aplicaia PAYE de returnare a taxelor la HMRC. / Upon receipt of that we would be in position to
prepare and submit your PAYE repayment claim to HMRC.

Dup primirea acesteia de ctre HMRC, nu ar trebui sa dureze mai mult de 8 sptm ni p n c nd aplicaia este procesat cu condiia ca informaiile
furnizate de ctre noi s fie complete i corecte si s fie n concordan cu detaliile din sistemul lor. / Once it is received at HMRC, it should not normally take them more
than 8 weeks to process the claim provided that all data we provide is complete and correct and it matches the details on their system.

Dup ce aplicaia este finalizat, HMRC-ul va emite suma returnat ctre noi i de ndat ce procesm plata, unul dintre colegii nostri de la Departamentul de
Pli te va contacta pentru a afla ce modalitate de plata doreti. / Once the claim is processed, HMRC will issue a repayment claim to ourselves and as soon as the payment is
processed, someone from our Payment Options department will contact you to obtain your instructions as to how you wish to receive your tax refund.

Taxback.com, Unit 11, Bayford St Industrial Centre, Bayford Street, London E8 3SE

www.taxback.com

UK TAX REFUND
TAX QUESTIONNAIRE ROMANIAN VERSION

DECLARATION TO THE EMPLOYER

IMPORTANT This is the legal document that you must sign in order for us to proceed with your refund.
indicated.
Please only fill out the fields where you see the

P L E A S E

P R I N T

Y O U R

N A M E

grant full authority to Taxback.com to act as my agent in dealing with my United Kingdom income tax return
application. In order to facilitate the submission of my application I therefore authorise you to provide information to
Taxback.com pertaining to my employment.

Taxback.com, Unit 11, Bayford St Industrial Centre, Bayford Street, London E8 3SE

Signed

Date

Taxback.com, Unit 11, Bayford St Industrial Centre, Bayford Street, London E8 3SE

_____ / ______ / _________

www.taxback.com

UK TAX REFUND
TAX QUESTIONNAIRE ROMANIAN VERSION

CONTRACT CLIENT / CUSTOMER AGREEMENT

Prezentul contract cu clientul reglementeaz relaia dintre taxback.com i tine. Te rugm s citeti cu atenie
informaiile de mai jos i s te asiguri c le nelegi, nainte de a semna. / The customer agreement forms the basis of
the relationship between Taxback and you. It is an important document, please read the points in full and ensure you
understand them, before signing.

Confirm c: / I confirm that:

1. Sunt contient de faptul c taxback.com este numele comercial al serviciilor oferite de ctre Taxback Inc., Chicago, SUA, iar prin prezenta
mputernicesc Taxback Inc. s ndeplineasc serviciile descrise n felul acesta. / I understand that taxback.com is a trading name for the services of Taxback Inc.
Chicago, USA and hereby contract with Taxback Inc. to carry out the services described herewith.

2. Sunt contient de faptul c Taxback Inc. va recurge la compania mam Taxback i filialele si reprezentanele acesteia pentru a obine informaiile
necesare serviciului unde este necesar i ca in continuare contractul rmne prin Taxback Inc. pe durata serviciului. / I understand that Taxback Inc. will
utilise its parent company Taxback and its subsidiary and affiliate companies to gather information regarding the services where necessary and that the contact remains with
Taxback Inc. for the duration of the service.

3. Sunt de acord i accept termenii i condiiile serviciului aa cum sunt afiate pe site-ul Taxback.com, ct i schimbrile ce pot fi aplicate termenilor
i condiiilor la anumite intervale de timp de ctre taxback.com, la fel i comisioanele agentului care reprezint plata serviciilor solicitate de mine
i furnizate de Taxback.com i/ sau companiile afiliate. / I agree and accept the terms and conditions of service as written online at www.taxback.com and to any
changes in the terms and conditions which Taxback.com may effect from time to time and to the fees of the agent which represents the services I have requested and which
are provided by Taxback.com and/or its affiliate companies.

4. Am semnat documentele necesare pentru a autoriza Taxback. Inc i/ sau companiile sale subsidiare cunoscute ca i Taxback.com, s-mi organizeze
aplicaia de returnare a taxelor i s m reprezinte n faa HMRC-ului. nteleg c formularul de mputernicire 64-8, permite HRMC-ului, printre
altele, s trimit corespondena legat de situaia mea financiar ctre Taxback.com. Dac nu cer n mod specific altfel, Taxback.com va retrage
aceast clauz din dosarul meu HMRC, de ndat ce finalizeaz cu succes serviciile care fac obiectul prezentului contract. / I have signed the necessary
documents to authorise Taxback. Inc and /or its subsidiary undertakings trading as taxback.com, to prepare this tax refund application and represent me before HMRC. I
understand that the UK authority form 64-8, allows HMRC, amongst other things, to send correspondence about my tax affairs to Taxback.com. Unless I specifically request
otherwise, Taxback.com will endeavour to remove such authority from my HMRC file, upon successful completion of the services covered under this customer agreement.

5. n cazul n care au fost fcute ncercri anterioare pentru soluionarea situaiei mele fiscale, pentru oricare din anii fiscali inclui n prezentul
contract, de exemplu, de ctre mine, un consilier anterior, HMRC, etc., Taxback.com i rezerv dreptul de a-mi revizui cazul pentru a determina
modalitatea de aciune potrivit. Iau la cunotin c, n cazul n care serviciul pentru returnarea taxelor PAYE al taxback.com nu este cel adecvat,
Taxback.com i rezerv dreptul de a conveni o tax separat i / sau termenii i condiiile pentru acest nou serviciu. / To the extent that any previous
attempt has been made to reconcile my position for any of the tax years covered by this agreement, for example, by myself, a previous advisor, HMRC or any combination
thereof, Taxback.com may review my case to determine the appropriate course of action. I acknowledge that to the extent that Taxback.coms usual PAYE refund claim services
are not appropriate, they reserve the right to agree a separate fee and/or terms and conditions for this work.

6. Nu am depus i nici nu stiu ca trebuie sa depun o declaratie fiscala de tip Self-Assessed in Marea Britanie, pentru niciunul dintre anii relevanti in
aceasta aplicatie si nici nu am autorizat vreo persoana sa faca acest lucru in locul meu. Inteleg, ca daca sunt anuntat de catre Taxback.com ca
HMRC-ul doreste ca situatia mea fiscala sa fie clarificata prin depunerea unei declaratii fiscale, in locul unei aplicatii de returnare a taxelor, atunci
am obligatia legala sa depun o astfel de declaratie. De asemenea inteleg ca orice servicii Taxback.com ulterioare declaratiei fiscale depuse sunt
proceduri distincte, acoperite de catre un contract cu clientul separat. /I have not filed, nor am I aware that I am required to file, a UK self-assessment income
tax return for any of the tax years concerned in this claim, nor have I authorised any person to do so on my behalf. I understand that if I am advised by Taxback.com that
HMRC want my affairs dealt with via the completion of a tax return rather than a refund claim, then I have a legal obligation to file such a return. I also understand that any
subsequent Taxback.com tax return services are a distinct process, to be covered under a separate customer agreement and fee arrangement.

7. Am furnizat informaii adevrate, precise i complete referitoare la veniturile, impozitele, bunurile i situaia mea personal i sunt unicul
responsabil pentru orice discrepan dintre informaiile furnizate i evidena fiscal anual a HMRC. / I have provided true, accurate and complete
information regarding my income, taxes, assets and personal circumstances to Taxback.com and I am duly responsible for any discrepancies in the information provided and
my annual tax records with HMRC.

8. neleg c n absena pachetului complet de formulare i/ sau a cooperrii mele (prin rspunderea la toate ntrebrile Taxback.com referitoare
la informaiile furnizate), acetia ar putea s nu poat s-mi proceseze aplicaia de returnarea a taxelor PAYE. / I understand that in the absence of a
completed pack and/or my full cooperation in answering any of Taxback.coms queries in relation to the information provided, they may be unable to proceed with my PAYE
refund claim.

9. M oblig s pstrez toate chitanele i documentele care atest cheltuielile deductibile incluse n aplicaia mea de returnare a taxelor PAYE. / I
commit that I hold receipts and documents on file to support any allowable expenses included in this PAYE refund claim.

10. neleg c pentru a stabili statutul meu general al returnrii taxelor PAYE pentru o anumit perioad de timp, Taxback.com poate s-mi verifice
veniturile i impozitele i pentru ali ani fiscali, QDIDUDFHORUSUHY]XLQ contract. n msura n care alte aplicaii sunt necesare sau recomandate
pentru ani fiscali adiionali, sunt de acord s pltesc comisioanele de procesare relevante. / I understand that in order to ascertain my overall PAYE refund
claim position for any particular period, Taxback.com may review my earnings and tax paid position, for tax years outside of the originally mandated tax year(s). To the extent
that further applications are required or recommended for additional tax years, I agree I will pay the relevant processing fees.

11. Autorizez taxback.com s recupereze documentele mele P45/ P60/ SOE, dac nu le dein, m angajez s pltesc taxa aferent pentru recuperarea
fiecrui document. / I authorise taxback.com to retrieve my P45/P60/SOE documents, if I do not have them, and agree to pay an administrative fee for each document
successfully retrieved.

Taxback.com, Unit 11, Bayford St Industrial Centre, Bayford Street, London E8 3SE

www.taxback.com

UK TAX REFUND
TAX QUESTIONNAIRE ROMANIAN VERSION

CONTRACT CLIENT / CUSTOMER AGREEMENT

12. n msura n care acest lucru este posibil, avnd n vedere intervalele de timp, etc, Taxback.com va face tot posibilul s-mi ofere o estimare
preliminar a situaiei mele nainte de completarea i depunerea cererii mele finale ctre HMRC. Dac decid s nu continui cu cererea final la
aceast etap, voi anuna Taxback.com n cel mai scurt timp posibil. / To the extent possible, given timeframes etc, Taxback.com will endeavour to provide me
with a preliminary estimate of my refund position prior to completing and submitting my final claim to HMRC. If I decide I do not wish to proceed with the final claim at this
stage, I will let Taxback.com know as soon as possible.

13. neleg c autoritile britanice vor lua decizia final n ceea ce privete valoarea oricrei returnri datorate i estimarea furnizat de Agent este
doar o estimare, nu o garanie. / I understand that the UK authorities will make the final decision on the value of any refund due and the refund estimation given by the
Agent is estimation only, not a guarantee.

14. M oblig s ntiinez Taxback.com despre orice schimbri care apar n detaliile mele de contact, astfel nct s m poat ine la curent n orice
moment cu procesarea solicitrii mele i a balanei mele fiscale. / I commit to updating Taxback.com of any changes in my contact details so that they can provide
full information at all times to me about the progress of my claim and my tax affairs.

15. Am luat la cunotin: comisioanele serviciilor furnizate de taxback.com reprezint un procentaj al sumei rambursabile, sub rezerva
unui comision minim (pentru fiecare an fiscal) i sunt de acord ca orice rambursare s fie pltit ctre Taxback.com n prima faz, astfel nct ei
s-i poat deduce comisionul. / I am aware that Taxback.coms tax refund service fees are based on a percentage of the refund amount received, subject to a minimum
fee (for each tax year) and I agree that any refund shall be payable to taxback.com in the first instance so that their fee can be deducted.

16. n oricare din urmtoarele situaii, m oblig s pltesc direct ctre Taxback.com comisionul minim, pentru completarea i depunerea solicitrii
mele, chiar i n cazul n care nu se primete nicio returnare: / In any of the following circumstances I commit to pay Taxback.com the minimum charge directly, in
respect of a completed and submittedclaim, even where no refund is received:

a. cnd HMRC-ul declar c nu mi poate procesa aplicaia de returnare a taxelor, deoarece balana mea fiscal este tratat ca fiind self-assessed i
pentru c am fost neglijent n a constata acest fapt anterior. / where HMRC declare that they cannot process a tax refund claim because my affairs are dealt with
via self-assessment and I have been careless or neglectful in previously ascertaining this.

b. cnd HMRC-ul necesit clarificri asupra oricrui aspect al unei solicitri prezente sau anterioare iar eu nu cooperez cu HMRC-ul. / where HMRC
require clarification on any aspect of a completed and submitted claim and I am not cooperative in helping to facilitate HMRC in this regard.

c. cnd doresc s anulez aplicaia mea dei aceasta a fost completat i depus la HMRC. n astfel de circumstane, voi contacta Taxback.com n
cel mai scurt timp posibil i n ciuda faptului c se va ncerca retragerea aplicaiei, sunt contient c acest lucru s-ar putea s nu fie posibil. / where
I wish to cancel my application following completion and submission to HMRC. In such a circumstance, I will contact Taxback.com immediately and whilst every effort will be
made to recall the application, I am aware this may not possible.

17. n cazul n care primesc returnarea direct, din orice alt surs n afar de Taxback.com, m angajez s contactez Taxback.com i s pltesc
comisionul relevant pentru munca depus de-a lungul a 14 zile. Mai mult dect att, deoarece am solicitat ca Taxback.com s organizeze i s
depun aplicaia de returnare a taxelor n numele meu, sunt de acord s pltesc comisioanele aferente muncii efectuate, fr a lua n considerare
faptul c HMRC ar putea concomitent i independent s verifice situaia mea fiscal / Should I receive the refund directly from any other source other than
Taxback.com, I agree that I will contact Taxback.com and pay the appropriate fee due for the work completed within 14 days. Further, as I have requested that Taxback.com
organise and submit a tax refund claim for me, I agree to pay the appropriate fees for work completed, notwithstanding that it may subsequently become apparent that HMRC
have independently/simultaneously reviewed my position

18. n ceea ce privete clauzele 16 si 17, neleg c Taxback.com va cuta modaliti legale de a recupera aceste comisioane n cazul n care
nu le voi plti de bunvoie. / In respect of clauses 16 and 17, I understand that Taxback may seek recovery of any such fees through the appropriate legal channels if my
payment is not forthcoming.

19. Am luat la cunotin c o taxa de transfer internaional e posibil s se aplice, n functie de modalitatea prin care doresc ca Taxback.com s mi
plteasc suma rambursabil; taxback.com se oblig s efectueze transferul n trei zile lucrtoare, din momentul n care am confirmat opiunile
de plat i datele mele bancare, printr-o metod securizat. / I am aware that an overseas bank transfer fee may apply, depending on how I would like
Taxback.com to pay the balance of my refund and that Taxback.com commits to such a transmittal within three working days, once they have confirmed the payment options
and my bank details, through a secure method.

20. Am luat la cunotin c acest contract se refer doar la aspectele fiscale din Marea Britanie i c trebuie s solicit consultan separat pentru a
afla ce impact poate avea returnarea primit asupra situiei mele fiscale n alte jurisdicii. / I understand that this customer agreement covers UK taxes only
and I should seek separate advice on how any refund received or claim made may impact my tax position in other jurisdictions.

21. neleg c orice informaie colectat n scris/ sau verbal de la mine poate fi utilizat n scopuri de audit intern de ctre Agent. De asemenea neleg
c taxback.com, conform legislaiei de protecie a datelor, va coopera n totalitate cu HMRC-ul pentru a le furniza informaiile obinute de la mine,
fie verbal sau n scris, n legtur cu situaia mea fiscal, i c informaiile pot fi utilizate n scopuri de audit extern de ctre HMRC. / I understand that
any information collected in writing/or verbally from me may be used for internal auditing purposes by the Agent. I also understand that taxback.com, subject to relevant data
protection legislation, will cooperate fully with requests from HMRC to provide them with information collected from me either verbally or in written form in connection with
my tax affairs, and that the information may be subject to external audit by HMRC.

22. neleg c taxback.com i rezerv dreptul de a refuza procesarea solicitrii mele, fr a numi vreun motiv. / I understand that taxback.com reserves the
right to refuse to process my claim without reason

23. Niciuna din clauzele de mai sus, nu mi afecteaz drepturile legale. / None of the above clauses affect my statutory rights.
24. Angajamentul taxback.com: / Taxback.com Commitment:
a. Ne obligm s punem la dispoziia clientului informaii complete referitoare la situaia sa fiscal, n orice moment, prin diferite mijloace contul
securizat Tax Tracker, telefon, email i fax. / We commit to providing full information at all times to the customer about his/her tax affairs, through multiple media
secure Tax Tracker Account, telephone, email and fax.

b. Taxback.com va pstra i proteja informaiile mele personale n conformitate cu legislaia relevant de protecie a datelor. / Taxback.com will retain
and protect my personal data as per the relevant data protection legislation.

Numele cu MAJUSCULE
Name in print

Semntura

Data

Signature

Date

_____ / ______ / _________

Taxback.com, Unit 11, Bayford St Industrial Centre, Bayford Street, London E8 3SE

www.taxback.com