How to claim a refund

Updated on 13 November 2017

This section tells you how to claim back overpaid tax from HM Revenue & Customs (HMRC).

If you have paid too much tax, or ‘overpaid’ tax, and you complete a tax return, HMRC will send you a repayment once they have processed your tax return.

If you are not within self assessment, that is, you do not complete a tax return, you can still claim back overpaid tax.

Claiming back an overpayment of tax should usually be easy enough to do yourself. But exactly how you do it depends on the type of income you have.

How do I claim back tax I have overpaid through PAYE on wages or pensions?

There is detailed information on what to do if you have paid too much tax on your wages or pension in the ‘tax basics section’. There is detailed information on what to do to get emergency code tax back or if you have stopped working part way through the year in the ‘employed section’.

If you use your own car for business travel or incur other travel expenses for the purpose of your employment, you may be able to claim a refund of tax. There is more information on the page ‘allowances and expenses paid to you’ and in the ‘employed section’ of our website.

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How do I claim back tax if I am in self assessment?

There is detailed information on what to do if you are in self assessment and you have overpaid tax in the ‘tax basics section’.

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How do I claim back tax on savings income?

There is detailed information on what to do if you have paid too much tax on savings income in the ‘tax basics section’.

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Using tax refund companies?

We provide information about what to consider before using a tax refund company to help submit your tax repayment claim in the ‘tax basics section’.

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How do I work out if I have paid too much tax?

We provide information on how to work out whether you have paid too much tax in the ‘tax basics section’.

In addition, you need to consider the allowances and expenses related to your employment in the armed forces, for example taxable allowances, non-taxable allowances, and travel expenses.

If you have been posted overseas during the tax year, you may need to consider your residence position for tax purposes.

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Where can I find more information?

If you want more detailed information on repayments that relate to specific groups, go to the ‘tax basics section’.

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What are the time limits for claiming back tax?

The time limits for claiming back overpaid tax are set out in the 'tax basics section'.

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