Guide: UK Tax Refund Requirements

If you have worked in the UK, there are a number of reasons why you could be due a tax refund. This article outlines some of the reasons and requirements for claiming a tax refund in the UK. If you have any further questions please send us an E-mail:

How do I know if I am eligible to apply for a tax rebate?
There are a number of reasons why you could be eligible for a tax rebate. The most common reasons are:

• Leaving the UK part way through the tax year
• Being on an Emergency Tax Code
• Working while a student
• Being made unemployed
• Retiring from work

What are the requirements for claiming a tax rebate?
If you think that you might be due a tax rebate, there are a number of documents that you will need in order to make your claim with the Inland Revenue:

• Any P45/P60′s
• A P91 – Employment History form
• P85/P86 - Leaving/Entering the UK forms
• Covering Letter
• Form P38(S) - Inland Revenue Student Tax Exemption Form (only required if you are a student)

Once you have all the applicable documents listed above, send them to your local tax office. If you do not want to make the claim yourself, a tax rebate agent such as TaxFix will obtain all the information required on your behalf and submit your claim to the Inland Revenue.

What are the requirements for claiming a national insurance rebate?
If you are working and are a UK resident, you can claim a portion of your national insurance contributions back. To learn more: National Insurance rebates.

Claim a Tax Refund

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.