Whatever your situation, you can often claim overpaid tax back. However, the way that you do this depends on how you’ve overpaid. Our guide explains how to claim tax back if you’ve overpaid through your job, your pension or your tax return.
How to claim tax back that you’ve paid through your job
You might have paid too much tax through your job in a number of circumstances, such as:
- You had an emergency tax code for a while
- You’ve changed job during a tax year
- You have more than one job
- You only worked for part of the tax year
To claim tax back for the 2010/11 and 2009/10 tax years as an employee, you should tell HMRC why you think you’ve paid too much tax. If they don’t already have everything they need to check your claim they’ll tell you what information they need.
Any refund due for this year will be included with your wages. HMRC will send you any refund due for last year.
If you’re claiming for previous tax years, you should write to HMRC and include any relevant documents about your earnings during the tax year for which you’re claiming, such as your P60 or P45.
HMRC will look into your query, work out how much they owe you and send you a refund in the post.
Correcting your tax return and claiming tax back
If you make a mistake on your tax return you normally have 12 months from the 31st January after the end of the tax year to correct it. For example, for your 2010-11 tax return you have until 31 January 2013 to make an amendment.
If you sent a paper tax return, you should write to HMRC and attach the tax return pages that you want to change, clearly marked ‘amendment’. Don’t complete a whole new tax return.
If you sent your tax return online you can make the amendment online.
If you think a refund is due you should tell HMRC how you’d like to receive it. You can receive a repayment direct to your bank or building society account. Alternatively, you can choose to receive your refund by cheque, although this will take longer.
How to claim tax back that you’ve paid through your pension
If you’re receiving your taxable pension income through the PAYE system and you find an error within the current tax year, you should contact HMRC. They will send a revised PAYE Coding Notice to your pension provider who will adjust your tax code to alter any further payments for that year.
Your overpayment will be corrected automatically by your pension provider who will refund the tax in your next payment.
If you want to make a claim for the tax year 2010/11 you should write to HMRC. They may already have everything they need to check your claim but, If not, they’ll tell you what information they need.