Claiming Overpaid Tax

JonnieHACK

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yelf

pretty much yeah. Did it myself - sent a few pay slips and P60 along with covering letter giving details. Received a cheque for £312

suso

P60's and P11d's should be the originals, Child Tax credits are not taxable, so they are not interested in them. (not sure about child benefit but I think its non taxabale)

One thing that might delay any claim is if you have any breaks in employment. So make sure you list all employments, / periods of unemployment, and any taxable benefits claimed, eg JSA

If you haven't be changing employment frequently, them maybe a call to see if they have all your P14 details submitted by your employer, if so then they can do a quick check to see if you have overpaid, and if so send an email to the service office to do an assessment.

Otherwise send in the info and let them assess it.

trevormax

Couple questions:

1. Do you travel to temporary workplaces at all or have any work related expenses?

2. Did you start or stop working at any point in the middle of a tax year?

3. Were you ever on a BR or month1 tax code?

It's unlikely you have overpaid if all of the above are answered no as the PAYE system (if done properly by your employer) usually prevents overpayments before the end of the tax year. If any of the above are "yes" then it more likely you have overpaid (but not certain). Is there any reason you think you might have overpaid tax or are you just sending a letter hoping you might have?

Tax credits and child benefits are tax free so you dont need to send or include anything for them. You should send P60's and P11D's though. If you have received any bank interest, you should have had something from the bank showing what you have received which you should send also. Any joint income should be clearly marked as such.

Dont send photocopies, send the originals and keep copies for your self if they go missing in the post. Once HMRC have looked at your claim, they will send everything back to you. It could take a while to do your claim depending on where your tax office is so be prepared for a wait.

JonnieHACK

Post removed due to creepy profiling of user

JonnieHACK

Post removed due to creepy profiling of user