Overpayments and underpayments

Services

Check how to claim a tax refund

Use this tool to find out what you need to do to get a tax refund (rebate) if you’ve paid too much Income Tax.
Tax overpayments and underpayments

What to do if you need to pay more tax or you're due a refund, including P800 tax calculations from HM Revenue and Customs (HMRC).
Estimate your Income Tax for a previous tax year

Use HM Revenue and Customs’ (HMRC) tax checker to get an estimate of how much Income Tax you should be paying.

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Guidance and regulation

Claim back tax on a flexibly accessed pension overpayment (P55)
- Detailed guide
- 6 April 2024
- HM Revenue & Customs
Claim a tax refund when you've flexibly accessed all of your pension (P53Z)
- Detailed guide
- 10 October 2023
- HM Revenue & Customs
Claim a tax refund if you've stopped work and flexibly accessed all of your pension (P50Z)
- Detailed guide
- 10 October 2023
- HM Revenue & Customs
Claim back Income Tax on a pension death benefit lump sum P53Z(DB)
- Detailed guide
- 29 February 2024
- HM Revenue & Customs
Claim back Income Tax on a flexibly accessed pension death benefit payment P55(DB)
- Detailed guide
- 6 April 2024
- HM Revenue & Customs

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Research and statistics

Taxpayer experience of the HMRC repayments process
- 29 September 2022
- HM Revenue & Customs
- Research

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Organisations

HM Revenue & Customs