Get the money you are entitled to
Before starting your tax refund claim it is best to gather
everything you will need as this will save the tax office from
having to contact you for more information later on.
Remember that your claim covers the last six years so try and
gather all the paperwork relevant to that period. At the moment,
the farthest tax year for which you can claim is 2003-2004 (after
31st of January 2010 it will be 2004-2005.)
What you will need:
- Any P45s you have from the last six years.
- Any P60s you have from the last six years.
- Information about your employment history, covering the last
six years i.e. the name and address of each company you worked for,
and the dates you worked there.
- Information about any benefits you received in that time.
Although your tax office can still process a tax refund even if
you cannot provide all the information, it is best if you supply as
much as you can so that you get a maximum refund. If you do not
have all your P45s or P60s then contact your employers and request
them.
Claim your tax refund
If you're still working and just want to get a tax
refund for this year then contact your company's local tax
office. Their contact details can be found using the 'Find a Tax
Office' section of the HM Revenue and Customs website. They should
already have all the information they need to process your refund
and will include any rebate in your wages.
To get a tax refund for previous years you will
need all the paperwork listed above.
Send any P45s and/or P60s you have along with employment and/or
benefits history to your local tax office. Your tax office's
contact details can be found using the 'Find a Tax Office' section
of the HM Revenue and Customs website.
It is vital you send as much information as you can. Missing
paperwork will slow down your claim and possibly result in only a
partial refund.
Once your tax office has the info they need they will look into
your query, work out how much they owe you and send you a refund in
the post. Simple.
If you've been unemployed for at least four weeks, have retired,
or returned to studies you can claim a tax refund by filling in a
P50 form. You can print one of these from the HMRC website of from
a post office.
Complete the P50 and send it to your local tax office along with
parts 2 and 3 of your P45. The tax office will calculate how much
you're owed and send you your tax rebate in the post. If you get a
pension from your old employer, your refund will be added to your
pension payments.
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