tax rebate



How to Apply for A Tax Rebate

 

how to apply for a tax rebate
Are you due a tax rebate?

There could be a variety of reasons why you have overpaid tax and be due a tax rebate.

It's costs nothing to check yourself with the Inland Revenue and you can claim for any year in the last 6. Each year over 300 million pounds goes unclaimed in overpaid tax so apply for one today.

How do I calculate if I am due a tax rebate?
how to apply for a tax rebateYou will need to know how much you have paid in tax and how much you have earned in the tax year. You can get this information from your P45 or P60. If you have lost or were not given a P45 or P60 you can ask your employer to provide a statement of earnings on headed paper which is a sufficient replacement for these documents.

how to apply for a tax rebateOnce you know how much you have paid in tax and how much you have earned you can use a tax rebate calculator to see if you are due a refund.

Anyone that has earned below the tax free allowance, which this year stands at 6475 pounds will be able to claim a tax rebate if they have paid any income tax at all.


How do I apply for a tax rebate?

You can apply for a tax rebate for any previous tax years or the current tax year if you are leaving the UK. If you are applying for a tax rebate for the current tax year because for example you are on an emergency tax code, you will need to wait until the end of the tax year on 5th April.

To apply for a tax rebate for a previous tax year you will need as much information as you can to avoid any delays with the Inland Revenue.

You should send:

  • A cover letter asking for a tax rebate
  • All of your P45/P60/statement of earnings
  • A P91 form - work history.
  • A P85/P86 if you are leaving or have left the UK or are not from the UK.

Once you have completed all these forms, send them to your local tax office. Your rebate should be sent to you within 8 weeks if the Inland Revenue has all the information they require, if not they may contact you for further information.

 

how to apply for a tax rebate