Sorry, I should have made that point more clearly. You are NOT a tax advisor, however, you will receive sufficient knowledge to enable you to make a CONSIDERED OPINION on whether the client may have a valid claim.

We use a 'sixty-second questionnaire' and if the client can answer 'yes' to two or three questions then there is a 99.9% chance a claim will be valid. However, you should remember that we operate a 'no-win, no-fee' policy so it does the client no harm to make claim and see what happens. The downside to that is if the claim is not valid, then you have wasted your time.

Having said that, it is unlikely that after reading through our handbook and the training material along with some one-to-one training, you will get caught out, assuming the client answers truthfully.

Once the claim is submitted, you have no further involvement as everything is done by the qualified tax professionals at head office. The next time you would need to contact the client is when you are told they have received their cheque and to ring them and ask for some referrals!

Derek