HMRC not paying overpaid tax

saunaboy

Hi everyone, 

I submitted a self assessment tax return end of last year for 2021/22 online. All done by submitting company payslips and I had 3 jobs in this period. 
HMRC returned a message of overpaid £3000 tax.

This was my first year of self assessment so I left it for a few months assuming they'd automatically refund.
Nothing happened and I was told by colleague that needed to claim, so I did this via the HMRC app. They added interest to the refundable amount for the months it was left unclaimed. 

2 months later and app still says "bank payment pending".

I managed to get through to HMRC and advisor said "might be up to 10 weeks or even longer to carry out fraud checks. I can't tell you when you'll be repaid".

Is this normal & is there anything I can do? 

saunaboy

Just to be clear... When i quizzed fraud checks HMRC rep clarified these were basic security checks. 

Dazed_and_C0nfused

saunaboy said:

Just to be clear... When i quizzed fraud checks HMRC rep clarified these were basic security checks. 

That is entirely possible.  The exact timescale is a bit of mystery but a sensible starting point would be to look back at your completed return to make sure you are 100% confident it is accurate and you haven't claimed for something you shouldn't or omitted some income.

It could be HMRC have held up the refund as they intend investigating your return.

saunaboy

Thanks. 

Its definitely accurate in the sense that it all comes from payslips. Reason I had to self assess is I was fortunate enough to break the 100k mark with work. 

I had 3 jobs in the submitted period. 

One that I'd been in for 10 years for the first 5 months. PAYE. 
One that I was only in for 3 months but still PAYE.
One that is well paid and commission based that broke me over 100k. That was for the last 4 months. Still PAYE but I had to submit a self assessment given the salary.

Might be me being naive but not sure what I could've done wrong. Simply uploaded all payslips and entered what was on em into HMRC web form... 

saunaboy

I'd even quizzed HR why I was being asked to do a self assessment and they confirmed was salary over 100k that triggered it. 

sheramber

IThis is the busiest time of year for HMRC.

Your repayment will be in a queue to be allocated to an officer to dot eh security checks. This to check that the claim is correct .

Nobody will know where your case is in that queue.

Time scales given are estimated. It might be sooner or it might be later. 

KingOfSnake

I submitted (sadly) my 22/23 SA ITR in April as I was due a refund. As of yesterday it had not hit the bank account (first time in 10+ years it has not been quick). I logged back in to my SA Tax account, viewed Self-Assessment and it was still showing as pending (even though I had entered my bank account details, and it is the same account they had issued repayments to previously). I had to click the "process repayment" and enter passport and driving licence details ("to prevent fraud") which kicked it into life. 
I've been doing tax for 30+ years and never had to do this before, and nowhere told me it was sat there waiting for me to do something. 
Good luck and have a look at your tax account/ self-assessment online. 

Jeremy535897

I filled in all that stuff (driving licence and passport) and it said I was due nothing, even though my personal tax shows a repayment pending.