Personal tax account. Repayments (PAYE CASES ONLY)

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This is for people who DO NOT do self assessment. For those who do complete self assessment tax returns your process of claiming a refund has not changed.


From April, when the first assessment of the year just ended is done (right now this will be 2016/17,) a cheque will not automatically be issued. In the first instance a tax calculation only will be issued telling the taxpayer how to claim the refund online by signing into/setting up a personal tax account. From there the taxpayer will be able to claim the repayment online and have it paid into their bank account via a bacs transfer. It usually takes about 10 days to get the calculation by post.

This only applies where it is the first calculation for the tax year. Where it is a re-calculation a cheque will be issued automatically.

At this point in the year, as the 2016/17 tax year has just ended then most calculations will be the first.

There is a way to speed up this process by registering for the personal tax account.

Once the adviser at HMRC has completed the assessment it usually takes upto 72 hours for the tax record to show the repayment as being available for issue. If you log into the personal tax account 3 or 4 days after making the call to HMRC to review the 2016/17 tax year then the tax account will show that the payment is available and you can go ahead and claim it by entering the bank details or requesting a cheque.

The adviser will be able to tell you if this is the first calculation of the year.

This speeds up the process by not having to wait for the calculation to be issued/received by post.

This is just one of many reasons why its beneficial to sign up for the personal tax account.