Claim a tax refund for previous years

Who is eligible for this tax refund?

You can claim a tax refund if you previously received a P800 in the post or online and did not receive a refund payment.

To claim a P800 tax refund, you must first receive a P800 tax calculation from HMRC, typically between June and November after the end of the tax year. If the P800 shows you've overpaid, you can claim the refund. Since a change was implemented in May 2024, you must now actively claim your refund rather than waiting for an automatic cheque.

If you did not receive a P800 but believe you may have overpaid income tax you can use our free tax refund claim checker

What is a P800?

A P800 is an official end-of-year tax calculation from HMRC that shows if you have overpaid or underpaid income tax through the Pay As You Earn (PAYE) system. It is not a tax return, and it is not sent to self-employed individuals who file a Self Assessment.

HMRC will send out P800 tax forms after the end of the tax year (the 5th of April). However, since the taxman's wheels tend to turn pretty slowly, you'll usually get your P800 between June and the end of November.

 

Why you might get a P800.

  • You changed jobs during the tax year.
  • You had more than one job or pension at the same time.
  • You were on an emergency or incorrect tax code.
  • Your taxable benefits, such as a company car, changed.
  • You stopped working partway through the tax year.

How to claim If you did not get a P800

If you think you have overpaid tax but have not received a P800, you can use our free Tax refund claim check to prompt a reconciliation of your tax position. You can claim back overpaid tax for up to the last four tax years. This means that at the current moment in time, you can claim for the following periods:

    • Year ended 5th April 2022
    • Year ended 5th April 2023
    • Year ended 5th April 2024
    • Year ended 5th April 2025

Free refund eligibility check

=

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.