Claim a tax refund

2. You're employed

You may be able to claim a refund if too much tax was taken from your pay.

How to claim depends on 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 2013 to 2014 tax year.

HM Revenue and Customs (HMRC) currently don’t send notification of tax rebates by email. You can report suspicious emails to them.

2017 to 2018 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.

2016 to 2017 tax year

You can’t claim a refund for this tax year until your tax has been calculated. This happens between June and October.

HMRC will post you a P800 tax calculation if they work out you’ve paid too much tax. The P800 will tell you how you’ll get your refund.

2015 to 2016 and earlier tax years

Work out if you’ve paid the right amount of tax after the end of the tax year.

Claim online

You may be able to claim online for 2015 to 2016 and earlier tax years.

You can’t claim a refund for the 2016 to 2017 tax year this way.

You’ll need:

  • your employer’s PAYE reference number - this is on your P60
  • details of any taxable income you received, including taxable benefits

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.

You’ll need:

  • 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.