Self Assessment Tax Rebate; Automatic or Claim?

Maharishi

When I completed my online filing, the calculation said that I have overpaid my tax (as I did some PAYE work for a few weeks and still finished below my personal allowance by £1k).

Will HMRC send that automatically OR do I need to claim it in due course?

Thank you all.

Brie

Mine was in my bank account before I got the official letter from HMRC.  Maybe a week to 10 days in total.

Maharishi

Brie said:

Mine was in my bank account before I got the official letter from HMRC.  Maybe a week to 10 days in total.

Good Lord, now that would be impressive!
Obviously, at some point you had nominated a bank account to receive any repayments should the need occur.  I might look at my Gateway portal and see if I ever did the same.
Thank you.

Grumpy_chap

On your SA Tax Return, page TR6 there is a section for "If you have paid too much tax" and boxes 4 to 8 are where you give the bank account details for the refund to be paid to.  
Alternatively, you enter "X" in box 9 and will be sent a cheque.

Maharishi

Grumpy_chap said:

On your SA Tax Return, page TR6 there is a section for "If you have paid too much tax" and boxes 4 to 8 are where you give the bank account details for the refund to be paid to.  
Alternatively, you enter "X" in box 9 and will be sent a cheque.

Damn, I missed that but remember seeing it in previous years now that you mention it.  Always ignored it as never been in a position where I was owed a rebate.

Grumpy_chap

Just for the OP's information - I submitted my tax return on 26th January and the refund is showing to credit my account tomorrow, 5th February.  Very quick.

I assume, if the OP is due a refund and did not provide account details, then the HMRC will default to a cheque refund payment.