Accurates recovers £110,000 in overpaid local taxes for the UK’s leading providers in the care home sector


Claim Value

£110,000

Sector Type

Care Provider

Service Line

Council Tax Audit Business rates audit Compliance Review

Region

United Kingdom


Background

Accurates was engaged since 2015 to perform an audit and reconciliation exercise regarding business rate and council tax liabilities for these clients, consisting of two leading providers of care homes and services for people with disabilities.

Approach

For these clients, Accurates provided a full audit service, scrutinising in detail individual historical and current billing authority levies and matching the data with the company’s UK property portfolio information.

We focused on the assumptions behind calculations and verification against the various statutes, statutory instruments, cases and practice/guidance notes concerning the billing and collection of non-domestic rate and council tax liabilities.

Our forensic auditors constructed ‘virtual’ rate demands and refund computations and, using our letter of authority, executed comparisons against the historical and current records held by billing authorities.

Negotiation

Our team (Institute of Revenues, Rating and Valuation qualified, former local authority revenues officers) submitted well-argued reports to the Billing Authorities to

demonstrate how the work of the charities and the range of services their residential sites provides, impacts on the calculation of Business Rates and Council Tax.

By the use of precisely engineered methodologies, the Accurates team were able to expose any inaccurate calculations and non-compliance, which in some cases lead to overcharges being refunded going back 15 years.

Our team ensured that local interpretations, judgements, determinations and systems met legal and administration requirements.

Our experts are skilled specialists in the regulations governing the calculation, billing, collection and enforcement of local taxes  and the legislation covering these areas, which is extremely complex and subject to constant change.

Results

In 12 months we have recovered £110,000 for our clients in this sector.