Client Story
How we got a Falkirk CIS subcontractor £5,400 back across two years
Client M is a self-employed groundworker working CIS for contractors around the Falkirk and Grangemouth industrial sites. He'd had 20% deducted at source for two years and filed minimal returns without claiming most of his legitimate expenses, leaving substantial refunds unclaimed.
We reconstructed his expenses from bank statements and receipts: van costs (mileage method), tools and equipment, PPE, materials he supplied, CSCS card and training, phone proportion, and accountancy. We re-filed both years' self-assessments claiming his personal allowance and the full legitimate expenses against the CIS-deducted income, applying the Scottish income tax bands correctly.
Total outcome: refund of £5,400 across the two years after proper expense claims under the Scottish tax bands, and a clean ongoing process where Client M photographs receipts as he buys them and we file his refund promptly each year.