You may be able to claim a refund if too much tax was taken from your pay.
How to claim depends which tax year you paid too much. The tax year runs from 6 April to 5 April the following year.
You can make claims back to the 2012 to 2013 tax year.
2016 to 2017 tax year
Check if your tax code is wrong. You might need to tell HMRC if you find out it’s wrong.
If HMRC have corrected your tax code and you’re due a refund, your employer will give you a refund in your pay.
2015 to 2016 tax year
HM Revenue and Customs (HMRC) will post you a P800 tax calculation if they know you’ve paid too much tax, usually by the end of September.
HMRC currently don’t send notifications of tax rebates by email. You can report suspicious emails to them.
How to claim
If your P800 says that you can get your refund online, claim it that way.
If your P800 says HMRC will send you a cheque you’ll receive it within 14 days. If you’re owed tax from more than one year you’ll get a single cheque for the entire amount.
2014 to 2015 and earlier tax years
Work out if you’ve paid the right amount of tax after the end of the tax year.
You may be able to claim online. You’ll need:
- your employer’s PAYE reference number - this is on your P60
- details of any taxable benefits and taxable income you received
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.
- your National Insurance number
- details of the jobs you had or State benefits you were getting at the time
- your P45, if you have one
What happens next
HMRC will do one of the following:
- contact you for more information
- give you a refund either 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
HMRC will only pay refunds into UK bank accounts.
If you don’t have a bank account you can nominate someone else to receive the money or cheque.