Tax Rebate Forms

If you want to claim a tax rebate, there are a number of forms you need to complete for the Inland Revenue to issue a refund. This article will provide information on how to get a tax rebate form depending on your circumstances.

• Where can I get a tax rebate form from?
• What other forms will I need?
• When can I claim my tax rebate?
• Can my tax rebate expire?

Where can I get a tax rebate form from?
The tax rebate form that you need will depend on your circumstances. For example there are different forms if:

• Leaving the UK part way through the tax year
• You are working while studying
• You are a foreign worker
• You are a non-uk resident

What other forms will I need?
If you are using a company to claim your tax rebate you will need your P45/P60s, even if you do not have all of these they can get replacements. If you are doing your tax rebate on your own you will need some of the following forms, depending on your situation:

• Any P45/P60’s given to you by your employer
• A P91
• P85/P86 - Leaving/Entering the UK forms
• Covering Letter
• Form P38(s)- Inland Revenue Student Exemption

When can I claim my tax rebate?
As soon as the tax year has ended (April 5th) you can claim your tax refund for the previous year. If you are leaving the UK you can claim as soon as you stop working. For previous tax years you can claim now.

Can my tax rebate expire?
Yes. If you leave your claim too long then your tax refund can expire, we advise you claim as soon as you can to avoid this happening.

If you have any further questions about tax rebate forms or claiming a tax refund please do not hesitate to contact one of our team members, who will reply very shortly.

Tax Rebate Forms

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.