General Tax Info What is a tax refund? Who can make a Tax Refund claim? How much can I claim back? When can I claim my tax back? How many years can I claim tax back for? Why would I have overpaid tax? What do I need to claim tax back? How do I get my refund? What is the financial year? Tax Related Documentation What is a CIS Tax Refund? What is a P45 Document? What is a P60 Document? What if I've lost my P45 or P60? What is a P11D Tax Codes and Emergency Tax? Most Popular Tax Questions Do I need a National Insurance Number (NINO)? How long does it take to get tax back? What is a self-assessment Tax Return? Who needs to complete a Self Assessment Tax Return? What if I have received benefits from my employer? Can I claim my tax back when I am outside the country? What are our fees?

FAQ - Frequently Asked Tax Questions - General Tax Info Including Overpaid Tax

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6. Why would I have overpaid tax?

There are a number of reasons why you may have overpaid tax. The most common are;

1. you have only worked for part of a tax year
2. you have worked for more than one employer in a tax year
3. you have had two or more jobs concurrently
4. you were taxed on a basic rate tax code

7. What do I need to claim tax back?

In order to claim a UK tax refund you will need to submit proof of your earnings and tax deductions for every employer that you have had in each tax year for which you are claiming.

You will need a P45 for each job you have had, during the tax year, and a P60 from the company that you were employed by at the end of the tax year. You should obtain these from your employer or agency. If any P45's or P60's have been lost you will need to obtain a Statement of Earnings from your employer or agency as a substitute.

If you have worked under the CIS scheme you will need to submit your Statements of Payment for each employment and each month as well as proof of any expenses that you would like to have deducted (1st Contact will assess these and let you know if any of these cannot be claimed).

Please note: HM Revenue & Customs does not accept Payslips as proof of income and/or tax paid.

8 How do I get my refund?

When 1st Contact receives the refund cheque issued by HM Revenue and Customs, we will bank it and transfer your refund (less our fees) to your nominated bank account to almost anywhere in the world.

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9. What is the financial year?

The financial year, commonly known as the tax year, runs from April 6 until April 5 the following year (i.e. 2008/2009 tax year = 6 April 2008 – 5 April 2009)