Am I Entitled to a Tax Refund?

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Am I Entitled to a Tax Refund?

One of the most common questions that we get asked is: “Am I entitled to a tax refund?” Everyone’s circumstances are different, however there are a number of common factors which can be isolated to assess if you are eligible for a tax rebate.

How do I know if I am entitled to a tax rebate?
It will depend on how much income and tax you have paid in the year. As a general rule of thumb, if any of the following apply then you will be able to apply for a tax rebate from the Inland Revenue:

Leaving the UK part way through the tax year
Being put on an emergency tax code
Working while a studying
Being made redundant
Retiring from work

If any of the above apply then you can apply for a tax rebate assessment

What forms do I need to claim my tax refund?
The more information that you can provide with your application, the quicker and more straight forward it will be. In order to make a claim you will need:

Any P45/P60’s
A P91
P85/P86 - Leaving/Entering the UK forms
Covering Letter
Form P38(S) - Inland Revenue Student Exemption

How can I calculate my tax refund entitlement?
If you have a P45/P60 or your wage slips which show how much you have earned in the tax year and how much you have paid in tax you can calculate your tax rebate entitlement.

All you need to do is take the income and tax figures for the year and input them in the tax rebate calculator. The calculator will then work out how much you can expect to get back from the Inland Revenue.

What is the deadline for applying for a tax rebate?
If you want to claim your tax rebate you will need to do so within 6 years of the tax year that you are claiming for. The deadlines can change so we recommend that you submit your application as quickly as possible to avoid the rebate expiring.

Free Tax Rebate Assessment

Disclaimer: The above information can not be taken as advice and is for illustration purposes only. Please call Tax Fix before making any claims or confirmation. Tax Fix can not accept any liability for action taken and any losses incurred.

David - Thursday, May 27th, 2010

Ihave recently been offered a cut in hours or voluntary redundancy would i be eligable to a tax rebate if i take redundancy?

TaxFix - Thursday, May 27th, 2010

David: Possily, but you can only claim at the end of the tax year in April. It depends on how much you earn and how much you pay in tax. If you do not get a job for a while you may be due a refund.

Anonymous - Friday, May 28th, 2010

I was made redundant in july but then started a new job in October am I still due a tax rebate?

TaxFix - Saturday, May 29th, 2010

Anonymous: It depends on how much you earned in total between 6th April 2009 and 5th April 2010 and the amount you paid in tax. You should be able to get this info from your P60 or P45. Once you have found out how much you have earned and paid in tax you can use our free tax rebate calculator to see if you are due a rebate.

Anonymous - Tuesday, June 8th, 2010

Can my employer claim tax rebate on my behalf.

TaxFix - Tuesday, June 8th, 2010

Anonymous: Can you be a bit more specific? Do you mean can your employer sign your forms and write to the Inland Revenue pretending to be you?

JOHN - Thursday, June 10th, 2010

I have recently been sacked -3 june 2010 will I be eligable for any tax refund?

TaxFix - Thursday, June 10th, 2010

JOHN: It depends on how much you earn between the time you were sacked and the end of the tax year (April 5th 2011). At the end of the tax year you should check to see if you are due a tax rebate.

Anonymous - Tuesday, July 20th, 2010

can i apply for a tax rebate if i am self employed? (worked 4 years in UK and now moving back to my country permanently). What forms i need and where can i get them from? Thank you.

TaxFix - Wednesday, July 21st, 2010

Anonymous: If you are self employed you should be competing a tax return to let the Inland Revenue know about your earnings. When you complete a tax return any refund can be automatically calculated.

Anonymous - Saturday, July 24th, 2010

Thank you for your reply to the message sent on 20th July. I have paid all my taxes for all the years im in UK. Could i have a tax rebate though for all those years? or is it calculated for this half tax year left only?

TaxFix - Sunday, July 25th, 2010

Anonymous: It depends on if you have overpaid tax in those other years. You can check to see if you are due a tax rebate by inputting your pay and tax for each year into your tax calculator.

Claim Your Tax Rebate

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One of the most common questions that we get asked is: “Am I entitled to a tax refund?” Everyone’s circumstances are different, however there are a number of common factors which can be isolated to assess if you are eligible for a tax rebate.
<ul style="padding-top: 10px;" type="desc">
<li><a href="http://taxfix.co.uk/tax-back-articles/Am-I-Entitled-to-Tax-Rebate.html#1" onclick="javascript:pageTracker._trackPageview('/outbound/article/taxfix.co.uk');">How do I know if I am entitled to a tax rebate?</a></li>
<li><a href="http://taxfix.co.uk/tax-back-articles/Am-I-Entitled-to-Tax-Rebate.html#2" onclick="javascript:pageTracker._trackPageview('/outbound/article/taxfix.co.uk');">What forms do I need to claim my tax refund?</a></li>
<li><a href="http://taxfix.co.uk/tax-back-articles/Am-I-Entitled-to-Tax-Rebate.html#3" onclick="javascript:pageTracker._trackPageview('/outbound/article/taxfix.co.uk');">How can I calculate my tax refund entitlement?</a></li>
<li><a href="http://taxfix.co.uk/tax-back-articles/Am-I-Entitled-to-Tax-Rebate.html#4" onclick="javascript:pageTracker._trackPageview('/outbound/article/taxfix.co.uk');">What is the deadline for applying for a tax rebate?</a></li>
</ul>
<a name="1"></a>How do I know if I am entitled to a tax rebate? 
It will depend on how much income and tax you have paid in the year. As a general rule of thumb, if any of the following apply then you will be able to apply for a tax rebate from the Inland Revenue:
<ul>
<li><a href="http://taxfix.co.uk/tax-back-articles/tax-back-when-leaving-the-UK.html" onclick="javascript:pageTracker._trackPageview('/outbound/article/taxfix.co.uk');" target="_blank">Leaving the UK </a>part way through the tax year</li>
<li>Being put on an <a href="../../tax-back-articles/how-much-is-emergency-tax.html" target="_blank">emergency tax code</a></li>
<li><a href="http://taxfix.co.uk/tax-back-articles/student-tax-exemption-UK.html" onclick="javascript:pageTracker._trackPageview('/outbound/article/taxfix.co.uk');" target="_blank">Working while a studying</a></li>
<li><a href="http://taxfix.co.uk/tax-back-articles/tax-refund-service5.html" onclick="javascript:pageTracker._trackPageview('/outbound/article/taxfix.co.uk');" target="_blank">Being made redundant</a></li>
<li>Retiring from work</li>
</ul>
If any of the above apply then you can apply for a <a style="text-decoration: underline;" href="../../claim">tax rebate assessment</a>
<a name="2"></a>What forms do I need to claim my tax refund? 
The more information that you can provide with your application, the quicker and more straight forward it will be. In order to make a claim you will need:
<ul>
<li>Any <a href="http://taxfix.co.uk/tax-back-articles/Inland-Revenue-P45.html" onclick="javascript:pageTracker._trackPageview('/outbound/article/taxfix.co.uk');" target="_blank">P45</a>/<a href="http://taxfix.co.uk/tax-back-articles/Inland-Revenue-P60.html" onclick="javascript:pageTracker._trackPageview('/outbound/article/taxfix.co.uk');" target="_blank">P60’s</a></li>
<li>A P91</li>
<li><a href="http://www.google.co.uk/url?sa=t&source=web&ct=res&cd=1&ved=0CAkQFjAA&url=http%3A%2F%2Fwww.hmrc.gov.uk%2Fcnr%2Fp85.pdf&ei=98L3SvLxI8uF4QaPvNjTAw&usg=AFQjCNEkVpB4yclTNSPa7__D_T5bZ3v2EQ&sig2=e0LyBnNGSbrhyIrPjS9uGg" onclick="javascript:pageTracker._trackPageview('/outbound/article/www.google.co.uk');" target="_blank">P85</a>/<a href="http://www.google.co.uk/url?sa=t&source=web&ct=res&cd=1&ved=0CAsQFjAA&url=http%3A%2F%2Fwww.hmrc.gov.uk%2FCNR%2Fp86.pdf&ei=A8P3Srm7J8uK4QaRxITbAw&usg=AFQjCNFXR_T83UOUVUFvyhVIvRE-eb0REg&sig2=ffoEJX1I5r7BXRnkXWlf3A" onclick="javascript:pageTracker._trackPageview('/outbound/article/www.google.co.uk');" target="_blank">P86 </a>- Leaving/Entering the UK forms</li>
<li>Covering Letter</li>
<li><a href="http://search2.hmrc.gov.uk/kbroker/hmrc/forms/search.ladv?cs=UTF-8&ha=19&tx0=758&fl0=formid:&raction=view" onclick="javascript:pageTracker._trackPageview('/outbound/article/search2.hmrc.gov.uk');" target="_blank">Form P38(S) </a>- Inland Revenue Student Exemption</li>
</ul>
<a name="3"></a>How can I calculate my tax refund entitlement? 
If you have a P45/P60 or your wage slips which show how much you have earned in the tax year and how much you have paid in tax you can calculate your tax rebate entitlement.
All you need to do is take the income and tax figures for the year and input them in the <a style="text-decoration: underline;" href="../../income-tax-calculator.html">tax rebate calculator</a>. The calculator will then work out how much you can expect to get back from the Inland Revenue.
 
 <a name="4"></a>What is the deadline for applying for a tax rebate? 
If you want to claim your tax rebate you will need to do so within 6 years of the tax year that you are claiming for. The deadlines can change so we recommend that you submit your application as quickly as possible to avoid the rebate expiring.
 
<table border="0" cellpadding="0" width="338" align="center">
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<td width="163">
<h2 style="text-align: center;"><a style="text-decoration: underline;" href="../../claim">Free Tax Rebate Assessment</a></h2>
</td>
<td width="140">
<div><a href="../../claim"> 
<img src="../../../images/apply.gif" border="0" alt="apply for a tax rebate" width="140" height="20" /></a></div>
</td>
</tr>
</tbody>
</table>
Disclaimer: The above information can not be taken as advice and is for illustration purposes only. Please call Tax Fix before making any claims or confirmation. Tax Fix can not accept any liability for action taken and any losses incurred.
Article Source: <a href="http://www.taxfix.co.uk/articles/am-i-entitled-to-a-tax-refund.html" title="Am I Entitled to a Tax Refund?">Am I Entitled to a Tax Refund?</a>

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