If you want to claim a tax rebate, there are a number of forms you need to complete for the Inland Revenue to issue a refund. This article will provide information on how to get a tax rebate form depending on your circumstances.
- Where can I get a tax rebate form from?
- What other forms will I need?
- When can I claim my tax rebate?
- Can my tax rebate expire?
- Leaving the UK part way through the tax year
- You are working while studying
- You are a foreign worker
- You are a non-uk resident
What other forms will I need?
If you are using a company to claim your tax rebate you will need your P45/P60s, even if you do not have all of these they can get replacements. If you are doing your tax rebate on your own you will need some of the following forms, depending on your situation:
- Any P45/P60’s given to you by your employer
- A P91
- P85/P86 – Leaving/Entering the UK forms
- Covering Letter
- Form P38(s)- Inland Revenue Student Exemption
When can I claim my tax rebate?
As soon as the tax year has ended (April 5th) you can claim your tax refund for the previous year. If you are leaving the UK you can claim as soon as you stop working. For previous tax years you can claim now.
If you have any further questions about tax rebate forms or claiming a tax refund please do not hesitate to contact one of our team members, who will reply very shortly.