PAYE Tax Refunds and Rebates
The most common reasons for being due a PAYE tax refund are:
- You had more than one job at the same time.
- You have been travelling and / or worked less than a full tax year.
- You started a new job and were taxed at emergency rates.
- Your status changed eg. from self-employed to PAYE.
Average UK tax claims start from £900.
To claim your PAYE Tax Refund in 4 easy steps:
- Choose your Payment Option (mouse over each option for an explanation)
- Download the questionnaire
- Complete and save the questionnaire
- Email it back to us
Feel free to add columns if more space is needed.
This file downloads in MS Excel. If another format is required, please contact us.
What You Need:
- Original P45s
- Original P60s
- Original Statements of earnings
From each employment you have had in the UK
a. since you arrived in the UK or
b. since the last time you submitted a tax claim.
Example: Frank worked at ABC Ltd from 3 October 2007 until 4 June 2008. He should have a P60 for the end of the 07/08 tax year, as well as a P45 from when he left on 4 June 2008.
If this situation sounds similar to your employment history, please make sure you have your applicable documents from your employer.
P45 – document you get from your employer when you leave during a tax year.
P60 – document you get from your employer when the tax year ends.
Statement of Earnings (SOE) – document employers issue if P45/P60 is missing. Contains the same information as P45/P60, but on a company letterhead.
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