How to Claim a UK Tax Refund 2026/27: The HMRC Process
You can reclaim overpaid UK Income Tax for the current and previous 4 tax years. The route depends on why you overpaid: an automatic P800 calculation, an online claim through your Personal Tax Account, Self Assessment, a P87 for job expenses, Marriage Allowance, or a pension lump sum form.
P800 tax calculation - HMRC works out at the end of the year that PAYE took too much. If the P800...
Personal Tax Account (online) - The general route for claiming back overpaid tax from a job,...
Self Assessment - You are registered for Self Assessment. Any over or underpayment is reconciled on...
P87 (employment expenses) - You paid for things you need for your job, such as working from home,...
Plus 4 more in the full guide
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