You may be able to get a tax rebate or tax refund if you’ve paid too much tax. Use our services to setup your claim if you paid too much on:
- pay from your current or previous job and
- pension payments or
- income from a life or pension annuity.
- a redundancy payment or
- a Self Assessment tax return.
- savings interest.
- foreign income and
- UK income if you live abroad.
- fuel costs or work clothing for your job.
If your P800 says you’re due a tax rebate
Your P800 tax calculation will tell you how you can get your refund.
If your P800 says you can claim online
Your P800 will tell you if you can claim your refund online. You’ll be sent the money within 5 working days – it’ll be in your UK account once your bank has processed the payment.
If you do not claim within 45 days, HM Revenue and Customs (HMRC) will send you a cheque. You’ll get this within 60 days of the date on your P800.
If your P800 says you’ll get a cheque
Your P800 will tell you if HMRC will send you a cheque. You do not need to make a claim.
You’ll get your cheque within 14 days of the date on your P800. If you’re owed tax from more than one year, you’ll get a single cheque for the entire amount.
If your P800 says you owe tax and not able to claim a tax rebate due a tax refund
HM Revenue and Customs (HMRC) will usually collect the tax you owe in instalments over the next year. This will happen automatically if you:
- pay Income Tax through an employer or pension provider
- earn enough income over your Personal Allowance to cover the underpayment
- owe less than £3,000
HMRC will write to you about how you can pay if they cannot collect the money this way.
Your tax calculation
If you’re employed or get a pension, HM Revenue and Customs (HMRC) checks whether you’re paying the right amount of tax throughout the year.
They may adjust your tax during the year if your circumstances change, for example if you get a pay rise or a company benefit.
If you have not paid the right amount at the end of the tax year, HMRC will post you a tax calculation. This can be a P800 or a Simple Assessment letter.
Your tax calculation will show you how to get a refund or pay tax you owe.
When you might get a P800
You might get a P800 if you:
- finished one job, started a new one and were paid by both in the same month
- started receiving a pension at work
- received Employment and Support Allowance or Jobseeker’s Allowance
You will not get a P800 if you’re registered for Self Assessment. Your bill will be adjusted automatically if you’ve underpaid or overpaid tax.
P800s are sent out after the tax year ends on 5 April. You’ll normally get yours by the end of November.
When you might get a Simple Assessment letter
You might get a Simple Assessment letter if you:
- owe tax that cannot be automatically taken out of your income
- owe HMRC £3,000 or more
- have to pay tax on the State Pension
Checking your tax calculation
Your letter will show the income you should have paid tax on. This includes any income from pay, pensions, state benefits, savings interest and employee benefits.
Compare the figures with your records, for example your P60, bank statements or letters from the Department for Work and Pensions. If your state benefit was paid every 4 weeks, work out the total paid in a year by multiplying your regular payment by 13 (not 12).
If you think your tax calculation is wrong
Contact us if you think the amounts used in your letter are wrong, or HMRC did not act on information you gave them.
We have 60 days to query your simple assessment in writing or by telephone. The details of how to do that will be mentioned in your Simple Assessment letter.
Information above from the HMRC website, as is assumed correct on the date of publication, but do check with us for updates.