Is HMRC holding money that belongs to you?
How to check if you have overpaid tax to HMRC, understand the refund process, and claim rebates on job expenses, pensions, or self-assessment returns.
It is important to know if HMRC is holding money that belongs to you. If you have paid too much tax to HMRC, you may be able to claim a tax refund (also known as a tax rebate). Overpayments can happen for a number of reasons, including changes in employment, wrong tax codes, or unclaimed expenses.
You may be able to claim a refund if you overpaid tax on income from a job, job-related expenses (working from home, fuel, tools), pensions, self-assessment returns, or foreign income.
HMRC provides an online service at GOV.UK allowing taxpayers to check eligibility and submit claims directly.
Disclaimer
The information contained in this article is for general guidance on matters of interest only. It should not be used as a substitute for consultation with professional accounting, tax, legal, or other competent advisers. Before making any decision or taking any action, you should consult a Kingscott Dix professional.