Overview
- In a post on X, HMRC told people to check whether they are due a tax refund and to manage their tax via the HMRC app.
- GOV.UK hosts an online tool that explains when a rebate may be due and what steps to take if too much tax was paid.
- Typical overpayment scenarios include job expenses, pensions or annuities, Self Assessment returns, redundancy payments, foreign income, interest from savings or PPI, and UK income linked to moving abroad.
- HMRC issues P800 letters that set out whether someone overpaid or underpaid tax, with around 3.5 million overpayment notices recorded in 2021 per a Kantar report.
- The HMRC app, available on the App Store and Google Play, lets users claim refunds and view details such as Self Assessment status, National Insurance, tax code, and employment history.