⚠ Disclaimer: Educational only. Not legal/tax/financial advice. Always verify on official government websites.
Millions of UK taxpayers overpay income tax each year. Check and claim your refund through your HMRC account or by post.
📋 What You Need
- Government Gateway account
- P60
- P45
- National Insurance number
1
Understand why you might have overpaid
Wrong tax code, multiple jobs, stopped working mid-year.
2
Check your tax position online
Log into your HMRC account at gov.uk.
3
Claim via your HMRC online account
Click “Request a refund” – processing takes 5 days.
4
Claim via Self Assessment
If you file a Self Assessment return, overpaid tax is automatically calculated.
5
Claim for previous 4 tax years
Use Form R40 or write to HMRC.
Frequently Asked Questions
Time limit to claim?
4 years from the end of the tax year.
Can’t access Government Gateway?
Call HMRC Income Tax helpline: 0300 200 3300.