The Provident and Pension Company

FinUpp – Tax Refunds for Employees

On a Salary? Let Us Check Your Eligibility for a Tax Refund from the Israel Tax Authority

The FinUpp company has developed a digital platform to assist salaried employees in Israel in checking their eligibility for tax refunds they may be entitled to.

Through a simple digital check, the company identifies potential tax refunds for system users, files refund requests on their behalf, and supports them until the funds are received from the Israel Tax Authority.

Check your tax refund eligibility >>

Nice to Meet You, We Are FinUpp.

The leading Israeli startup for tax refunds through a digital platform at Meitav Investment House

We believe that you should know that many salaried employees in Israel are entitled to a tax refund from the Israel Tax Authority.

FinUpp enables you to identify funds you may be eligible for from the Tax Authority in a simply, conveniently and rapidly.

Using our check, you can find out the tax refund you’re entitled to. The check is conducted digitally in a simple and user-friendly manner.

If we identify a refund eligibility for you, you can submit the application for refund through the company’s basic track for a fee of only 14% of the refund amount.

Due to the COVID-19 crisis, many employees were placed on unpaid leave, creating an opportunity for many salaried employees to receive tax refunds.

Therefore, at Meitav, we make it possible for you to check your eligibility for a refund simply and conveniently.

Fee Schedule

Service

FinUpp – Regular Track

Other Companies

Case opening & Eligibility Check

Free, no obligation

ILS 200–500

Processing Fee

14% of the refund (including VAT)

20%–30% of the refund, fees may amount to thousands of shekels

Check Duration

Up to 48 hours

About a month

Consumer Oversight

Public Trust Seal

Some companies

Digital Process

Fully digital

None

Why Choose FinUpp?

Israel’s Largest Tax Refund Platform

To date, we have assisted 185,000 registered users in receiving tax refunds totaling ILS 165 million from the Tax Authority, out of ILS 8 billion awaiting distribution.

 

Tax Refund on Capital Gains

In many cases, traders in the capital market are entitled to refunds on tax they paid for profits from trading activities, including cases where traders conclude the year at a loss or trade through multiple accounts. The FinUpp system supports tax refunds for securities trading activities with Israeli brokers.

Average Refund Amount: ILS 7,976

Thanks to our smart digital solution that enables easy identification and processing of tax refunds.

 

Public Trust Seal

We are committed to the Public Trust Seal standards, including transparency of information, privacy protection, fairness in drafting and fulfilling contracts, and more.

 

How It Works?

Using our system, after completing a simple and convenient check process, you can find out the amount of your tax refund.

The check process consists of three steps:

  1. Answering a short questionnaire.
  2. Uploading the forms required for the refund check.
  3. Receiving the check result via email.

Up to this point, the service is provided to you free of charge with no obligation!

If we identify a tax refund for you, we can assist you in the process of receiving the refund from the Israel Tax Authority. Our service fees are lower than competitors, and in return, we ensure the tax refund is deposited into your bank account.

Why You’ll Love Us

 

FinUpp – Regular Track

Other Tax Refund Companies

Price

Submission to the Tax Authority: 14% of refund

20%–30% of refund + ILS 200 to 300 case opening fee

No need to leave home

Yes

No

Price known in advance

Yes

No

Annoying calculations done for you

Yes

Yes

Tracks

You can choose one of two tracks offered by the company for calculating the refund:

Basic Track

The company performs an estimated refund calculation based on the required documents you provide and delivers the result to you. In this track, the check is free, and the processing fee is 14% of the tax refund amount.

Premium Track

The company provides full support in dealing with the Tax Authority until the refund is received, including collecting the main required documents and submitting the application on your behalf. In this track, the check costs ILS 99 (deducted from the refund processing fee). The processing fee is 17% of the tax refund amount.