Tax Rebate Process

[heathmount]

Hi

I stopped work in January and haven't worked since. I am starting a new job soon and my first payslip will be in the 2024/25 tax year. Therefore I am due a tax rebate for overpaid income tax for 2023/24. I'm a bit confused as to the process to reclaim this rebate as quick as possible.

I assume everything starts with my self assessment so step 1 is to file this as soon as possible after the 2023/24 tax year ends.
Am I right in thinking that if I do nothing else then I will eventually get a P800 advising me of the rebate which I can then claim? I hear this can take many months.
Is there a way through the Government Gateway to speed this up by filling in some online form? Ideally I'd not wait around for HMRC to get it right, I'd rather prod them along if possible.

thanks
heathmount

[Gerry557]

You could work it out yourself and speak to them. They might be able to sort it out relatively easy if its simple or get you to send the evidence that they require. I know someone who was given a rebate automatically but they thought it was a scam email initially.

[DrFfybes]

I found when I was due a rebate after submitting my Self Assessment there was a choice of adjusting your tax code to cover it the following year, or providing your bank details so it goes into your banks, or leaving it on account.

I chose the the rebate option, and it was in my bank within a fortnight. Then they changed my tax code anyway on some bizarre assumption I'd be due the same rebate the following year.

Last year I left my overpayment on account, and last month they changed my tax code to account for it

Paul

[Adamski]

It's easier to complete online than call them. I'm sure I've done this before.

https://www.gov.uk/claim-tax-refund

[Watis]

Based on the recent experience of a family member, I can confirm that, if you do nothing, you'll eventually receive a letter containing a calculation of the tax overpaid and given a choice of how to receive it - that'll be cheque or bank transfer.

In this case, 'eventually' meant about three months after the end of the tax year.

HTH,

Watis