Start Claim Online.

Claim criteria

It is common for employed taxpayers to get to the end of the tax year and find that they have under- or overpaid income tax via PAYE. These discrepancies are calculated by HMRC at the end of the tax year, and a tax calculation letter is sent out to the individual.

Historically, HMRC would issue a cheque to any taxpayers who had received the letter but not claimed their repayment online within 21 days. From 31 May 2024, cheques will no longer be automatically issued, and taxpayers need to take action to claim their refund.

You might owe tax or be owed a refund because you:

  • were put on the wrong tax code, for example, because HMRC had the wrong information about your income;
  • finished one job, started a new one, and were paid by both in the same month;
  • started receiving a pension at work; or
  • received Employment and Support Allowance or Jobseeker’s Allowance.

If you have received a letter from HMRC telling you that you have overpaid PAYE, you can apply for a refund.

Free refund eligibility check

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Online or on the phone

Start and complete your refund claim application online or on the phone. Whichever way you feel most comfortable to suit your needs..

Share document's

We ask you to share documents relating to your claim. We then review your case file and make you aware if we feel you have a strong case for a refund.

Claim decision

Once our checks are complete, we will notify you if your application meets the criteria to claim a tax refund within 30 minutes during working hours..

Need help? Book a call at a time to suit your schedule

Speak with a claims manager at a time that suits you to find out in a few minutes if you would be eligible to make a claim. The claim can also be completed on the phone, and we can help you if you are digitally challenged.