How to Apply for a Tax Rebate

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How to Apply for a Tax Rebate

Each year over £300 million goes unclaimed in tax rebates. If you have worked in the UK there are a variety of reasons why you might be due a tax refund. Here our tax expert outlines how to apply for a tax rebate if you think you might be due one:

Who can apply for a tax rebate?
Can I check if I’m able to apply for a tax rebate?
What if I do not have a P60?
How many years can I claim a tax rebate for?
How do I apply for my tax rebate?
How long does the process take?
What if I want to apply for a tax rebate myself?
Can I apply for a NI rebate also?

Who can apply for a tax rebate?
There are a number of reasons why you might be due a tax rebate from the Inland Revenue. The most common reasons are:

Leaving the UK for over 3 months
Working whilst a student
Being made unemployed
Changing jobs frequently
Being on an emergency tax code
Retiring

This is not an exhaustive list, and there could be a variety of other reasons why you could be eligible for a tax rebate.

Can I check if I’m able to apply for a tax rebate?
Yes. At the end of each tax year (April 5th) you should be given a P60 from your employer. Your P60 will show how much tax you have paid and how much you have earned in the year. Use these totals and put them in our tax rebate calculator, which will provide an estimate of any refund due.

What if I do not have a P60?
No problem. If you were not given a P60 from your employer or if you have lost the one you were given, you can get a replacement document. A replacement for a P60 is known as a ’statement of earnings’. Your employer or previous employer is required by law to provide a statement of earnings, upon request, for the last 6 years. Write a letter to the payroll department asking for your statement of earnings. We can send you a template letter if you like.

How many years can I claim a tax rebate for?
You can claim back as far as 6 years in arrears. If you have had a break from work, or have been a student any time in the last 6 years, check your P60s or statement of earnings as you may be due a refund.

How do I apply for my tax rebate?
Once you have your P45/P60 or statement of earnings, simply send them, together with your tax refund application to us and we will process your application.

How long does the process take?
We normally submit your claims within 7 days, and then we have to wait for the Inland Revenue to issue the cheque, which can take between 30-45 days.

What if I want to apply for a tax rebate myself?
We are more then happy to give you as much advice and help as we can to help you claim your tax rebate from the Inland Revenue. If you would like to claim your tax rebate yourself, send your P45/P60 and/or statement of earnings together with a covering letter and a P85/P86 if applicable, as well as a P91 to your local tax office.

Can I apply for a NI rebate also?
Everyone who is resident within the UK can claim back a part of their National Insurance Contributions. An NI (National Insurance) refund can be claimed at any time and only needs to be done once. After that it is automatically done for you each year. Press on the link to claim a national insurance rebate.

Anonymous - Tuesday, June 1st, 2010

Hello,

I have been working on a high tax code since the age of 16 and paid tax as a full time worker even when I was a student. Is there any way I can claim a tax rebate? How do I go about doing this?

Also, I never received my actual NI card, when I went to the tax office about it, they just wrote my no. down on a post-it note and told me the card couldn’t be re-issued! I’ve been worried ever since that someone may be using my NI no. and have spoken to the tax office regarding, several times since but no one has been able to help me, what do you advise?

TaxFix - Wednesday, June 2nd, 2010

Anonymous: Do you have any of your P60’s or P45’s? If you do we should be able to check if you are due a tax refund for any of the years that you have worked. You can apply for a tax refund online here.

You can give the Inland Revenue a call about your lost National Insurance card, they have a section on their webpage on what to do if you have lost your NI card.

Mona - Wednesday, July 7th, 2010

Hi,

I had worked through an agency for the period of March 2008- Nov 2008. I received P60 for the year 2007-08. I did not receive a P45 form when I left the job and neither did I get a P60 for the period 2008-09. Now when I am requesting the agency to provide me with the forms they are saying that I need to get it from Inland revenue. Also how would I know that I overpaid tax and claim it back if required.

Thanks

TaxFix - Thursday, July 8th, 2010

Mona: Ask your agency for a ’statement of earnings’ on company headed paper. They are required by law to provide this under the data protection act. We can provide a template letter if you like, just Email us on template@taxfix.co.uk . You will often find that you overpay tax if you stop working part way through the tax year, as you do not receive your full tax free allowance.

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Each year over £300 million goes unclaimed in tax rebates. If you have worked in the UK there are a variety of reasons why you might be due a tax refund. Here our tax expert outlines how to apply for a tax rebate if you think you might be due one:
<ol type="1">
<li><a href="#1" style="text-decoration: underline;">Who can apply for a tax rebate?</a></li>
<li><a href="#2" style="text-decoration: underline;">Can I check if I’m able to apply for a tax rebate?</a></li>
<li><a href="#3" style="text-decoration: underline;">What if I do not have a P60?</a></li>
<li><a href="#4" style="text-decoration: underline;">How many years can I claim a tax rebate for?</a></li>
<li><a href="#5" style="text-decoration: underline;">How do I apply for my tax rebate?</a></li>
<li><a href="#6" style="text-decoration: underline;">How long does the process take?</a></li>
<li><a href="#7" style="text-decoration: underline;">What if I want to apply for a tax rebate myself?</a></li>
<li><a href="#8" style="text-decoration: underline;">Can I apply for a NI rebate also?</a></li>
</ol>
<a id="1" name="1"></a>Who can apply for a tax rebate? 
There are a number of reasons why you might be due a tax rebate from the Inland Revenue. The most common reasons are:
<ul type="disc" style="padding-top:10px;">
<li>Leaving the UK for over 3 months</li>
<li>Working whilst a student</li>
<li>Being made unemployed</li>
<li>Changing jobs frequently</li>
<li>Being on an emergency tax code</li>
<li>Retiring</li>
</ul>
This is not an exhaustive list, and there could be a variety of other reasons why you could be eligible for a tax rebate.
<a id="2" name="2"></a>Can I check if I’m able to apply for a tax rebate? 
Yes. At the end of each tax year (April 5th) you should be given 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" style="text-decoration: underline;">P60 </a>from your employer. Your <a href="http://taxfix.co.uk/tax-back-articles/Inland-Revenue-P60.html" onclick="javascript:pageTracker._trackPageview('/outbound/article/taxfix.co.uk');" target="_blank" style="text-decoration: underline;">P60 </a>will show how much tax you have paid and how much you have earned in the year. Use these totals and put them in our <a href="http://www.taxfix.co.uk/income-tax-calculator.html" target="_blank" style="text-decoration: underline;">tax rebate calculator</a>, which will provide an estimate of any refund due.
<a id="3" name="3"></a>What if I do not have a P60? 
No problem. If you were not given 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" style="text-decoration: underline;">P60 </a>from your employer or if you have lost the one you were given, you can get a replacement document. A replacement for 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" style="text-decoration: underline;">P60 </a>is known as a ’statement of earnings’. Your employer or previous employer is required by law to provide a statement of earnings, upon request, for the last 6 years. Write a letter to the payroll department asking for your statement of earnings. We can send you a <a href="mailto:template-letter@taxfix.co.uk" target="_blank" style="text-decoration: underline;">template letter </a>if you like.
<a id="4" name="4"></a>How many years can I claim a tax rebate for? 
You can claim back as far as 6 years in arrears. If you have had a break from work, or have been a student any time in the last 6 years, check your <a href="http://taxfix.co.uk/tax-back-articles/Inland-Revenue-P60.html" onclick="javascript:pageTracker._trackPageview('/outbound/article/taxfix.co.uk');" target="_blank" style="text-decoration: underline;">P60s </a>or statement of earnings as you may be due a refund.
<a id="5" name="5"></a>How do I apply for my tax rebate? 
Once you have your <a href="http://taxfix.co.uk/tax-back-articles/Inland-Revenue-P45.html" onclick="javascript:pageTracker._trackPageview('/outbound/article/taxfix.co.uk');" target="_blank" style="text-decoration: underline;">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" style="text-decoration: underline;">P60 </a>or statement of earnings, simply send them, together with your <a href="http://www.taxfix.co.uk/claim" target="_blank" style="text-decoration: underline;">tax refund application </a>to us and we will process your application.
<a id="6" name="6"></a>How long does the process take? 
We normally submit your claims within 7 days, and then we have to wait for the Inland Revenue to issue the cheque, which can take between 30-45 days.
<a id="7" name="7"></a>What if I want to apply for a tax rebate myself? 
We are more then happy to give you as much advice and help as we can to help you claim your tax rebate from the Inland Revenue. If you would like to claim your tax rebate yourself, send your <a href="http://taxfix.co.uk/tax-back-articles/Inland-Revenue-P45.html" onclick="javascript:pageTracker._trackPageview('/outbound/article/taxfix.co.uk');" target="_blank" style="text-decoration: underline;">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" style="text-decoration: underline;">P60 </a>and/or statement of earnings together with a covering letter and a P85/P86 if applicable, as well as a P91 to your local tax office.
<a id="8" name="8"></a>Can I apply for a NI rebate also? 
Everyone who is resident within the UK can claim back a part of their National Insurance Contributions. An NI (National Insurance) refund can be claimed at any time and only needs to be done once. After that it is automatically done for you each year. Press on the link to <a href="http://www.taxfix.co.uk/National-Insurance-Redirect.html" target="_blank" style="text-decoration: underline;">claim a national insurance rebate</a>.</td>
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Article Source: <a href="http://www.taxfix.co.uk/articles/how-to-apply-for-a-tax-rebate.html" title="How to Apply for a Tax Rebate">How to Apply for a Tax Rebate</a>

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