P50 Documents

If you have retired, become employed, become a student or you have been made redundant and you wont be working again until the end of the tax year (5th April) you may be able to claim back some of the tax you have paid.

If you stopped working part way through a tax year you may be due a tax refund. All you need to do is to fill in a P50 form and send it to us with your P45 (all three parts), we will then receive your refund from the tax office and they will issue you with a new P45 if necessary.

Who can claim a tax refund on a P50 form?

If you have been working under PAYE, CIS or as Self Employed you may qualify. If you are working Self Employed or in construction you usually have to make “payments on account” in relation to next years tax bill. You may have paid too much which would result in a refund.

What are the rules?

You have to have been unemployed for four weeks and not planning to work again in the same tax year.

You cannot claim if you are on Job Seekers Allowance, taxable Incapacity Benefit, or Carer’s Allowance. If this applies to you any refund due will be issued after April.