If the wrong amount of tax is taken from your pay, how you claim depends on the tax year it was deducted.
The tax year is from 6 April to 5 April the following year.
There’s a different way to claim if you sent a tax return.
For the current tax year
Tax is deducted automatically from your pay by your employer using your tax code.
If your payslip shows you’re paying too much tax, check if your tax code is wrong. Your employer will make adjustments to your pay if it is, and you’ll get your refund through your wages.
For a previous year
You can claim a tax refund for any of the previous 4 tax years.
This form uses GOV.UK Verify to check your identity. You’ll need:
- a valid UK passport or UK photocard driving licence
- access to your financial information
You can’t claim online for someone else.
Other ways to claim
Call or write to HMRC and explain why you think you’ve overpaid.
If you write to HMRC, include:
- your National Insurance number
- details of the jobs you had or State benefits you were getting at the time
- documents like your P45 or P60, if you have them
What happens next
HMRC will either:
- contact you for more information
- send you a refund by cheque (also known as a ‘payable order’) or directly to your bank account
- send your refund to your nominee by cheque or directly to their bank account (if you’ve nominated someone else to get the money)
- tell you that you’re not due a refund, and why
If you don’t have a bank account you can nominate someone else to receive the money or cheque.