CLIENT SERVICES

Taxback.com
CLIENT SERVICES
INTRODUCTION
Taxback.com offers a range of services including withholding tax
recovery, global mobility, investor tax refunds and expatriates
services. Our global footprint of 32 offices in 20 countries
enables us to save people in their time zone and in their native
language. We have recovered hundreds of millions of dollars in
withheld tax to companies, employees, investors and working
holiday visa holders. We have distinguished ourselves amongst
our competitors by winning a string of awards including several
Deloitte Best Managed Companies Awards, Ernst & Young
Entrepreneur of the Year and a HSBC European Business Award.
OUR CLIENTS INCLUDE
› Bluechip multinationals
› PAYE workers
› Self-employed people
› Investors
› Expatriates
› Musicians
› Sportspeople
› Temporary Visa holders
› SMEs
A Word from the CEO
“
At taxback.com, we save people and corporations
money by reducing their tax liabilities and
refunding any overpaid tax. The commitment
to making things easier for individuals and
companies underpins all our activities.
We pride ourselves on providing bespoke
solutions for our clients. We listen first and then
figure out the best way to help them. From small
beginnings, we’ve grown into a global operation
with offices in North & South America, Europe,
Asia and Australia. We have strong relationships
with the world’s leading banks, brands and
corporations. Our first priority is to save you
money. Talk to us today about how we can develop
a mutually rewarding partnership with you.
”
Fidelma McGuirk
CEO
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Tax
Compliance
Taxback.com
Many people overpay taxes and are entitled to a
Taxback.com, we’re aware that people may have
refund. In certain jurisdictions, individuals are also
sources of income other than PAYE income so we’ve
entitled to claim expenses / extra credits against
developed a self-assessed tax return service which will
Corporate
VAT
their income tax. We provide
our customers
V
E
Dividend
Withholding
Tax
Reclaim
R
IC
Global
Mobility
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Domestic
Tax Returns
Resident
Tax
Returns
file your tax return on time and correctly.
with a free refund assessment and ensure that
This service ensures that your self-assessed tax return
they receive all money that is due back to them.
is filed on time and that you minimise your tax liability
We provide a PAYE Refund
service for
both
Payroll
Services
and avail of any tax reliefs you may be entitled to. It’s
Ireland and the UK.
priced at a flat fee and is currently available in Ireland
and the UK.
Expatriate Services
PAYE SERVICE QUICK FACTS
TYPES OF INCOME COVERED
SERVICES FOR INDIVIDUALS
S
Employee
Tax Refunds
SERVICES FOR COMPANIES
IE
A
N
OUR
SERVICES
Taxback.com Client Services
No upfront charge, taxback.com operates
Rental income
Dividend Withholding Tax Reclaim
on a no refund no fee basis
Self-employment income
Tax calculator provided to give
Dividend income
a free online refund estimation
Resident Tax Returns
Capital gains income
Secure online Tax Tracker® account
Tax relief income
available to all customers
Tax Refunds for temporary visa holders
Multi-lingual customer service
Payroll
Services
Tax Refunds
for temporary
visa holders
Royalty income
Live Chat instant messaging service
available 24/7
Streamlined, easy-to-follow forms
Many people overpay taxes
and are entitled to a refund.
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CLIENT SUPPORT TOOLS
International Income
Tax Refunds
We offer income tax refunds from 13 countries worldwide.
Tax Tracker®
All taxback.com customers receive their own
Tax Tracker® account which gives them instant
online access to their account details and gives
them a constant insight into the work that is
going on behind the scenes on their tax refund.
Tax Tracker® has more than 82,000 visits a
month and is available in nine languages.
With over 19 years’ experience and strong relationships with
tax authorities, we filed 322,000 tax returns last year. Our
streamlined tax service guides both individuals and companies
through the tax return service with the utmost ease.
US TAX SERVICES
AUSTRALIAN TAX REFUNDS
CANADIAN TAX REFUNDS
Taxback.com provides US tax refund
Taxback.com has been providing
Taxback.com provides tax refund
and tax return filing services for more
Australian tax refund services since
services for temporary international
than 50,000 people every year and
1996. We have a network of offices in
workers in Canada including ski and
has a longstanding relationship with
Australia including a working holiday
snowboard instructors, au pairs and
IRS. Our US tax return services include
centre in Sydney which provides useful
international students. We consider the
the following:
information for our huge customer
circumstances of all applicants carefully
››
US Non-resident tax refund
base there. Our Australian tax services
to determine if they are also eligible
& returns service
include the following:
to claim back work, study or travel-
Working holidaymaker
››
Working holidaymaker tax refunds
related expenses.
& J1 tax refunds
››
Superannuation refunds
US resident tax refunds
››
Australian citizen tax returns
››
››
Partner Plus online
Anyone who partners with taxback.com
receives access to their own secure online
tracking account, Partner Plus online.
This enables them to view the progress
of all client applications and monitor the
commission paid.
Tax refunds
from 13
countries
Live Chat
We understand that our customers often need support
and assistance which is why we devised the Live Chat
instant messaging system. Available 24 hours a day,
customers can get instant answers to their queries or can
apply for a tax refund in real time.
Type your message here
Venelina has joint the chat
Venelina (05:19:00) :
Welcome to the taxback.com live help, how can I help you?
We offer income
tax refunds from
13 countries worldwide.
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AUSTRALIA IRELAND
AUSTRIA JAPAN
BELGIUM LUXEMBOURG
CANADA NEW ZEALAND
DENMARK UNITED KINGDOM
GERMANY USA
HOLLAND
Guest (05:19:11) : Hi Venelina
Guest (05:19:13): It’s Sinead here imn Dublin
Guest (05:19:14) : I just wanted to check out the new Chat system!
Guest (05:19:18): I hope you’re well
Venelina (05:19:30) : Hi there,
Send
24/7 Support
100% Control
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Taxback.com Client Services
THE
TAXBACK.COM
SERVICE
WHEEL
Dividend Withholding
Tax Reclaim
Any overseas investments you hold in your portfolio
may be subject to dividend withholding tax (DWT).
Governments apply an estimated $300 billion withholding
tax each year. It is standard practice for the country of
issue to apply this tax to the income of non-resident
investors. Thankfully, a large percentage of the dividend
withholding tax can be reclaimed and restored to
your portfolio.
The relief at source process ensures that an
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investor receives payments at the treaty rate
of tax, i.e. a favourable rate of taxation, rather
The following example is based on a UK
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than being subjected to a higher rate of tax. For
shareholder’s portfolio:
Country
RELIEF AT SOURCE
Reporting at
all stages
to partner
example, an Irish person’s US investment income
Company
Net
Dividend
Received
Reclaim
Amount
Partner promotes
service to
members/clients
is subject to a tax rate of 30% but due to the tax
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Client registers
with taxback.com
through
tracked link
treaty which exists between Ireland and the US,
the tax rate is reduced to 15% if a relief at source
Switzerland
Nestle
€1,300
€400
form is completed. This means that the investor
Germany
BMW
€1,841
€285
does not have to embark on the reclaim process
US
Microsoft
€2,100
€450
afterwards. Our purpose-built DiviTax software
Ireland
Paddy
Power
€1,920
€480
facilitates relief at source.
€6,161
€1,615
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Taxback.com
Partnership
Refund is
credited to
client bank
account
Taxback.com
assigns
Account
Manager
Countries offering foreign DWT reclaim opportunities
DWT can be reclaimed from most countries in the world.
A snapshot of the countries with the highest rates of
withholding tax is below.
Country
DWT % Rate
Switzerland
35%
US
30%
Finland
28%
Denmark
28%
Italy
27%
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Taxback.com
receives
refund
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Taxback.com
submits tax return
to Tax Office
Taxback.com
filing team
prepares tax return
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Taxback.com Client Services
Global
Mobility
Global corporations often have to send staff overseas for part of the year.
Our Global Mobility Service has been designed to ensure that affected
staff members remain compliant in both their domestic and foreign tax
jurisdiction. The Taxback.com Global Mobility service helps support
employers in the day-to-day administration of expatriate and domestic
employee issues. We provide one point of contact across multiple
jurisdictions and aim to minimise costs and administration, thus enhancing
efficiency. Our experienced tax professionals provide peace of mind and
guarantee that tax and social security responsibilities are correct at both
ends. This service is priced at a flat fee.
Tax return and social security assistance for
employees and employers in home and host country
Applications submitted for exemptions / reductions
in employee withholding taxes
Foreign tax credit claims and treaty relief claims
Income tax refund claims
Cross border relief claims
Travel and subsistence advice
Our Global Mobility
service ensures tax
compliance across
multiple jurisdictions.
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Taxback.com Client Services
Global Mobility
Technology
Payroll
Services
GM TRACKER
The Global Mobility Tracker
Taxback’s Global Mobility Tracker is a purpose-built online tool to capture, log and report upon data relating
to employees’ country of residence, working country and working type.
The application has been optimised to operate on multiple devices and operating systems making it
convenient and accessible for the user.
We introduced our Global Mobility Tracker in response to feedback from clients facing a challenge in
reporting the movements of staff on secondment.
Taxback.com provides a cost-effective international
payroll service to both established multinationals and
small firms. The taxback.com payroll service enables
our clients to focus on their core business instead of
squandering time creating complex payroll systems
or investing large sums of money on payroll software.
Clients who outsource their payroll to taxback.com
benefit from a service that is tailored to meet the
individual needs of their organisation and includes:
Worldwide payroll calculations
Captures all employee movements across different jurisdictions (country of residence, work country and type of work)
Simplifies the tracking process for both employer and employees
Offers an easy-to-use platform and user guide
Is available for multiple devices and interfaces
Hosts user data in a secure and robust system
Features an advanced admin panel which enables the quick upload of employee data.
Coordination of tax and social
security payments
Payment of net pay into the employees’
bank accounts in any country of choice
Year-end documentation supplied to
employees and advice on relocation costs
and subsistence payments.
PAYROLL CASE STUDY
Multinational company temporarily locating
staff members in Ireland.
A multinational insurance company needs to increase
its resources in the Irish office on a short term basis over
the next two years. The experience required for these
operations is available in their French and Spanish offices.
They plan to ask a number of individuals in these offices
to commute from their home country to Ireland and
perform duties in both locations.
The taxback.com solution
Our tax team will review each individual’s
circumstances in order to establish the home and
host country tax issues to be considered. The social
security position of the employees may also be
reviewed and advice and assistance is available in
respect of applications required in order to maintain the
employees in the correct system.
Our payroll team can assist in setting up shadow
and actual payrolls in the home and host locations to
include employee and employer tax registrations. We
can arrange delivery of the payment of salary, expenses
etc to the employees’ bank accounts in whichever
location required.
We provide detailed reports itemising the payments
made for the employer and provide the employees with
online access to payslips.
Our tax team can also assist in preparing end of
year tax returns in the home and host locations at
competitive rates for the employees.
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PARTNERSHIP BENEFITS
CASE STUDIES
“
Saongroup.com is one of the
fastest growing online companies
Taxback.com offered a value-added service
for saongroup.com customers:
in the world with nearly 1000 staff
At Taxback.com, we work with companies all over the world to provide
across 17 countries. Saongroup.com
a range of tax and financial services for their clients. The benefits of a
websites are visited by more than
partnership with us include:
10 million people worldwide every
month. Taxback.com’s partnership
Increased revenue for
your business: we will agree
on a commission plan that
suits you at the outset
Dedicated account
manager: on hand
to provide constant
support and manage your
expectations
Customised content for
your communications: we
will create tailored content
for your online and offline
communications
Secure online tracking
system: we will give you
access to your very own
online account so you are
always informed
Periodic reports: we will
issue regular, transparent
reports so you can quickly
evaluate our service
Webinars: we will provide
webinars to keep you
informed about our services
Identify your
requirements
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Agree on
appropriate,
tailored taxback.com
services
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Launch
communications
and tracking plan
Tailored website information, tracked links,
web banner advertisements and ezine
content for saongroup.com
Dedicated tax specialists in Kilkenny, Ireland,
processing client applications by phone
Secure Partner Plus Online account
through which saongroup.com can monitor
responses to campaigns
Detailed reports on applications and monthly
commission payments
with saongroup.com was launched
in 2008.
Receive regular,
detailed and
transparent
reports from your
dedicated manager
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Receive revenue
on a quarterly basis
Karen Kavanagh
International Development Manager
Saongroup.com
Novartis is a global Swiss pharmaceutical company. In
headquartered in Ireland. They employ over 4,300 people
2010, taxback.com hosted a tax clinic on-site in Cork for
worldwide and are involved in manufacturing operations
all Novartis employees to find out more about Irish and
in 7 countries in addition to technical support in 14
foreign refund opportunities.
countries. Their products are sold in over 130 countries
The tax refund services that Novartis staff signed up to were:
worldwide.
We approached The Taxback Group to provide global mobility
services in relation to sending a group of employees on
secondment from the UK to Ireland. We needed assistance with
the employee tax and social security issues which arose. They
put together a package which was exactly tailored to our needs.
In the time we have worked with The Taxback Group, we have
always been consistently impressed with the professionalism and
dedication that their employees demonstrate.
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”
Glanbia is a multinational nutritional solutions company
“
Our service in action
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Taxback.com is the ideal partner, offering an
efficient, informative and easy-to-use service.
They are a very professional company reflected
in the positive feedback from our customers.
A number of saongroup.com websites have
now successfully partnered with taxback.com,
so much so that we are currently exploring
additional partnership opportunities within our
global network of recruitment websites.
”
Mike Davis
Financial Service Manager,
Glanbia Business Services
IRISH PAYE REFUNDS
AUSTRALIAN SUPERANNUATION REFUND
SELF-ASSESSED TAX RETURN FILING
(RENTAL, INVESTMENT AND OTHER FOREIGN INCOME)
SWISS DIVIDEND WITHHOLDING TAX REFUNDS.
“
Taxback.com organised a number of tax advice clinics onsite
at our Novartis Cork facility. They catered for individual team
members’ needs by covering a range of tax issues from Dividend
Withholding Tax to Expatriate taxes. The tax clinics were a big
success with huge interest shown by our staff Taxback.com were
extremely easy to deal with and professional in their approach and
most importantly they managed to simplify complex tax issues for
our staff.
”
Donal O’Sullivan
Head of Human Resources
Novartis
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AWARDS
Service Exporter of the Year 2014
Deloitte Best Managed Companies Award 2014
Ernst & Young Entrepreneur of the Year Award 2009
European Business Award 2010
ISO quality accreditation 2010
Our Offices
IRELAND
14 St. Stephen’s Green,
Dublin 2
T. 1800 66 88 66 (FREE)
T. +353 1 887 1999
F. +353 1 670 6963
AUSTRALIA
Level 2, 600 George Street
Sydney NSW 2000
LoCall. 1300 854 499
F. 1800 733 863 (FREE)
www.taxback.com
UNITED STATES OF AMERICA
333 N Michigan Avenue
Suite 2415 Chicago IL 60601
T. +1 888 203 8900
F. +1 312 873 4202