This page sets out AAT’s refund policy for all members, training providers and non-members. All refund requests should be made in writing via email and include supporting evidence.
Refunds will only be made once the initial payment has cleared into AAT’s bank account and will only ever be made to the person who made the initial payment. The majority of claims will be paid within 14 days of being approved but you should allow up to 30 days to receive your refund.
Refund of admission and reinstatement fees
All admission and reinstatement fees are non-refundable.
Refund of annual membership and qualification fees
Student annual membership and qualification fees
Student membership and qualification fees can only be refunded if requested within one month of payment.
If the student has sat any form of assessment during the month proceeding payment or after their fee due date they will not normally qualify for a refund.
Affiliate, associate, full and fellow annual membership fees
Annual associate, full and fellow membership fees can only be refunded if requested within one month of payment.
Annual licence fees can only be refunded if requested within one month of payment.
Refund requests should be emailed to firstname.lastname@example.org and you should quote your membership number and the reason for the cancellation.
Refund of Direct Debit (DD)
Requests for refund for membership fees paid by DD in error should be made directly to your bank, as per the guidance in the Direct Debit Guarantee.
DD instructions can be cancelled by AAT; we require written notice seven working days before the payment is due to be collected. Members should inform their bank when cancelling a DD instruction.
Cancellation notifications should be emailed to email@example.com and you should quote your membership number and the reason for the cancellation.
Refund of End Point Assessment (EPA) fees
There are no circumstances where students make payments to AAT directly for EPA fees. As such students should speak to their EPA centre in the first instance.
Providing an apprentice has not been scheduled for any EPA component, ie either the synoptic or portfolio/reflective, AAT will refund the EPA registration fee in full, irrespective of the circumstances.
If one or more EPA components (ie synoptic and/or professional discussion) have been scheduled, irrespective of whether or not they have been taken, AAT will consider refunding the cost of the component(s) if an event caused by AAT prevented an apprentice from completing their assessment(s), or uploading their evidence. The refund will be in the form of a credit note to cover the cost of rescheduling the affected components. An event may include technical issues experienced while using the secure assessment platform (except for local issues caused by slow internet connection, incorrect PC specifications, etc), or where an Independent Assessor is unable to attend a planned professional discussion. Each refund request will be considered on a case-by-case basis.
We are unable to consider any claims for compensation or consequential loss above and beyond any refund of the EPA fee, where applicable.
Refund requests relating to EPA assessments should only be made by the EPA centre and can be emailed to firstname.lastname@example.org, quoting the EPA centre details, any related invoice number and the reason for the request.
Refund of computer based assessment (CBA) fees
There are no circumstances where students make payments to AAT directly for CBA fees. As such students should speak to their training provider in the first instance.
AAT will only refund training providers for CBAs in the event that a student is penalised in the course of sitting a CBA and this is due to an issue caused directly by AAT. Where invoices have been raised for assessments that could not be completed because of the disruption and an incident report logged with AAT, we will consider credit notes to training providers, on behalf of their students.
Refunds will not be considered where the assessment venue or training provider, rather than AAT, is responsible for events surrounding students' CBAs where disruptions have occurred. Examples of this include issues with the local computer network, scheduling errors, etc.
We are unable to consider any claims for compensation or consequential loss above and beyond any refund of the assessment fee, where applicable.
Refund requests relating to CBA assessments should only be made by the training provider or assessment venue and can be emailed to email@example.com.
Refund of Recognised Prior Learning (RPL) exemptions
AAT will not refund any RPL exemption fees paid.
Refund of the qualification fee for the AAT Advanced Award in GCC Value Added Tax
There are no circumstances where students make payments to AAT directly for AAT Advanced Award in GCC Value Added Tax fees. As such students should speak to their training provider in the first instance.
The GCC VAT qualification fee can only be refunded to the training provider if requested within one month of registration with AAT and provided no assessments have been sat during that period.
Refund of AAT events (training provider, student, member and non-member events)
AAT must be notified of the cancellation of bookings in writing (details provided below). Cancellations up to ten working days before the event are subject to 20% administration charge. Cancellations within ten working days of the event will result in the forfeit of the full course fee. A colleague’s name can be submitted at any time to replace the delegate to attend with no charge. If AAT needs to cancel or postpone the event due to circumstances beyond our control, any course fees paid will be refunded.
Refund requests and cancellations relating to AAT events should be emailed to CPD.firstname.lastname@example.org.
Refund of Sharpen Your Tax Skills Online series
Please refer to the terms and conditions for this series here.
AAT Future Finance 2020 and Training Provider Conference
If you cancel your place more than 30 days before the start of the conference, you'll need to pay an administration fee of 20% of the total cost.
If you cancel your place within 30 days of the conference, you'll need to pay the full amount, as funds will have already been committed to the event. However, you can nominate a colleague to take your place at any time; just email us their details.
Refund of training provider approval and renewal fees
The training provider approval fee is non-refundable
AAT will only credit the annual accreditation fee invoice, if the Centre Compliance team are notified within one month of the fee having been issued and if there are no students registered with the training provider. Please note this can result in the removal/suspension of the training provider's approved status.
Refund requests relating to the annual accreditation fee invoice should be made to AATquality.email@example.com and you should include the reason for the request.
AAT certificates and transcripts
No refunds will be given once a certificate or transcript has been issued.
Queries can be emailed to firstname.lastname@example.org.
Other refund requests
For all other refund queries please email email@example.com clearly stating what the refund request relates to and why you are requesting it.