This article will help to show if you are eligible for a tax refund from the Inland Revenue.
- Who is eligible to claim a tax refund?
- How can I calculate my tax refund eligibility?
- How do I claim my tax rebate?
- What if I have lost my P60 or P45
- If you plan on leaving the UK
- If you work while studying
- If you are on an emergency tax code
- If you are taking a gap year.
How can I calculate my tax refund eligibility?
If you earn below the tax free allowance (6,475 pounds in 2009/2010 tax year) you will be eligible to claim back any tax that you have paid. If you have earned more, you can check to see how much you can claim by inputting your total income for the tax year as well as the total income tax paid into our tax refund calculator.
How do I claim my tax rebate?
You can either submit a claim with the Inland Revenue yourself or you can use a tax refund agent to apply for you on your behalf. If you are submitting the claim yourself, you will need to collect all of your P60s/P45s as well as a P91 and a P85/P86 if applicable. You will also need a cover letter to send to your local tax office. A tax refund agent can obtain all of this for you if you do not want the stress of dealing with the Inland Revenue.
What if I have lost my P60 or P45
You should be given a P45 or a P60 from your employer. If you were not or have lost the one that was given, simply ask your employers payroll department for a ‘statement of earnings’ on headed paper. This will contain all the pay and tax information and can be used as a substitute for a P60 or P45 when claiming a tax rebate.