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.
You can claim some refunds via your Personal Tax Account (PTA), go to www.gov.uk/personal-tax-account to register. Once you have an account, to claim a refund you have to search first for the form you want, for example P53Z and use this link to open your PTA.
Claiming back a straightforward 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. Choose the section that applies to you.
We also look at tax refund companies and explain why you should be careful of them..
You have four years from the end of the tax year in which the overpayment arose to claim a refund, as shown below. If a claim is not made within the time limit you will lose out on any refund that may be due.
Tax year 2013/14 (year ended 5 April 2014) - claim by 5 April 2018
Tax year 2014/15 (year ended 5 April 2015) - claim by 5 April 2019
Tax year 2015/16 (year ended 5 April 2016) - claim by 5 April 2020
Tax year 2016/17 (year ended 5 April 2017) - claim by 5 April 2021
Tax year 2017/18 (year ended 5 April 2018) - claim by 5 April 2022
Posted in: How do I claim back tax?