Tax rebate forms can be quite complicated if you have never attempted to complete one before. Everyones situation is likely to be different but in this blog post we wanted to highlight some general tips and advice when completing your tax rebate forms and submitting them to the government:

1. Complete all the forms that are required.

Make sure that you submit all the forms that are required for your circumstances.  You normally need to wait around 6-8 weeks for a tax rebate and this is likely to double for anyone who forgets to include any relevant form with their application. Some things to remember:

• P38 – If you are a student include this form with your application
• p91 – Employment history, everyone should include this.
• P85 – Leaving the country form
• P86 – Arriving in the country form

2. Keep a copy of any Tax Documents

Your tax documents are very important and when you are given them by your employer you should keep them safe for at least 6 years. When you submit any application for a tax rebate you should include them with your claim and make a copy for your own records. If you have lost them, you can get a replacement by asking your current or former employer for a ‘statement of earnings’ on company headed paper. Your employer will be required by law to provide a statement of earnings under the Data Protection Act, however they can charge a small administration fee for the trouble. It is much easier and advisable to simply keep any tax record given to you by your employer and this will save any confusion in the future or any trouble getting a replacement if for example your previous employer were to go into liquidation.

3. Don’t leave it to the last minute.

We all procrastinate by nature. When it comes to claiming a tax rebate it really isn’t the best idea . You may think you have a long time to make a claim but invariably people forget and/or loose a tax document.  Also if you leave your tax rebate too long it will expire. Currently the time limit to make a claim is 6 years but the government will be changing that shortly. Often refunds can amount to thousands so don’t loose the opportunity.

4. Follow up on your claim

Often letters get lost and applications get filed in the wrong place. The government states that the onus is on the tax payer to make any claims and it is also advisable to check up and chase your local tax office if you have not heard anything from them in 8 weeks of sending in your application.

Related Articles:

• Tax rebate form online
• How to claim my tax back
• Applying for an income tax rebate
• Tax refund when moving abroad

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