The guide that we have created below will answer some of the most common questions on how to get a tax rebate in the UK. Follow the steps bellow or apply for your tax rebate online now:
- How do I get a tax rebate?
- How do I claim my tax rebate?
- I have my P60/P45’s
- How far back can I claim a tax refund?
- Can I apply for a National Insurance rebate ?
How do I get a tax rebate?
You will be due a tax rebate if you have overpaid tax in any of the last 6 years. The Inland Revenue says that the onus is on the tax payer to claim any tax refund that they might be due. There are a number of reasons why you might be due a tax refund including:
- Earning below the tax free allowance (currently £6,475)
- Leaving the UK
- Working while a student
- Being put on an emergency tax code
- Changing jobs
- Being made unemployed
- Retiring from work.
How do I claim my tax rebate?
We can either help you apply for your tax rebate or alternatively you can do it yourself.
If you are applying yourself you will need the following forms, dependent on your situation.
- Any P45/P60’s
- A P91
- P85/P86 – Leaving/Entering the UK forms
- Covering Letter
- Form P38(S) – Inland Revenue Student Exemption
I have lost my P60/P45’s
No problem. We can often get replacements for you if you use our tax refund service. Alternatively you can get a replacement yourself by asking your former employer for a ‘statement of earnings’ on company headed paper. Your company will be required by law to provide this information under the data protection act, and it is an offence to withhold it.
How far back can I claim a tax refund?
It is possible to go as far back as 6 years to claim a tax rebate, though we do not recommend you wait this long as the Inland Revenue look likely to change this, and if you leave your claim too late your refund will expire and be lost forever.