A tax rebate is your entitlement to a refund of any overpaid tax
during the financial year, as determined by the Inland Revenue.
Regardless of your nationality anybody who has worked in the UK and
have overpaid taxes may be eligible to claim a tax rebate,and this can
happen in any one of the following situations:
1. Anyone who has not worked for the full financial year (6th April
to 5th April of the following year).
2. Those who were on emergency tax codes.
3. All those who worked in the construction industry and paid taxes
under the CIS scheme.
4. A married person who was issued with a single person's tax code.
Either at the end of the tax year, (April 5th), or when you have
finished work and won't be working again in that financial year, or if
you are leaving the country and will not be returning to work in the
UK again until after the end of the financial year.
No. You can claim at any time of the year and expect to receive
your rebate within 4 to 6 weeks of claiming..
You can claim back as far as 6 years and as most people are not
required to make statutory returns there are no late penalties.
If you have earned less than £4385 in the 00/01 financial year
then you will receive a full tax rebate of tax paid. If you have earned
over your tax free allowance,go to our tax calculator to find out if you are due a tax rebate.
In order to claim a rebate you will need to fill in the
confidential questionnaire, sign the forms where indicated with an X
and post them back to us along with your P45 for each employment 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. If any P45's or P60's have been lost you will need to
obtain a Statement of Earnings from your employer.
You can print out the forms at Online Forms or
start with your claim at Make a Claim.
In the event of loosing a P45 or P60 your employer will issue you
with a Statement of Earnings as a duplicate.
You will need a
statement of earnings from every employers you have worked for during
that financial year.
If you have already left the UK and are unable to get your P45 or
P60 our consultants will do all the chasing to get a copy from
your ex employers for a fee of £14 deductible from the
rebate secured from your claim. You'll have to request this
service when filling our Questionnaire Form.
You will need to spend about 10 minutes
providing your basic details, then we will prepare your submission and
your claim will then take between four and six weeks with the Inland
Revenue.
No, Not having a National Insurance number will not affect your
entitlement to a tax rebate. If you do not have a NI number, Digitax UK
will apply for a temporary one on your behalf as part of
the service. However, it may cause some delay in obtaining the
repayment.
Not in the form of a cash refund. You can transfer a portion of
your contributions into a UK private pension which will mature once
you reach retirement age.
We take our fee from your refund and pass the balance to you, you
pay nothing. We charge a commission fee of %12.5 of the
refund secured from the inland revenue, if you register with us
and claim online we will provide the service at the discounted
rate of only 10%, subject to a minimum fee of £50 (£40 if your tax rebate is under £200). If we are not
successful in claiming your tax, you pay nothing.
In order to proceed with your claim please click on Make
a Claim, register with us, print out, complete and return the
forms enclosing your original employment records
(P45, P60, CIS voucher, payslips...).
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P45: This is a form which you receive from your
employer once your have stopped working for them. It is your
employment leaving certificate and it provides information on your
total gross earnings and total tax paid. There are 4 parts to a P45
form and these are as follows:-
Part 1 will be sent directly to the Department of Inland Revenue by
the employer.
Part 1A will be given to you to keep for your own personal records.
Parts 2 & 3 will also be given to you but must be passed on to
your next employer.
If your employer used an emergency tax code to work out your pay, then
your earnings and tax information will only appear on parts 1 and 1A
of the P45 certificate. Parts 2 & 3 will be blank.
To ensure your claim is successful you must retain your P45 and
submit all of them with your claim .
P60:If you are working for an employer at the end
of the financial year on 5 April, you will be issued with a P60 that
records your total gross earnings and is proof of the tax you have
paid up to the end of that financial year.
To ensure your claim is successful you must retain your P45 and
submit all of them with your claim .
SC60/CIS VOUCHER:The construction industry
operates a slightly different scheme, CIS vouchers have superseded the
old SC60S. A CIS voucher should be issued to you after the 5th of each
month, you must keep these vouchers in a safe place as they can not be
reissued.
CIS stands for Construction Industry Scheme.
This is a certificate of pay showing your income and tax paid on those
earnings.
Employers are not allowed to issue duplicate P45 or P60
certificates. Therefore, should you lose your P45 or P60
certificate, a statement of earnings should be obtained from your
employer. The statement of earnings should contain the following
information:
1. Your employer's PAYE tax district and reference number
2. Period of employment
3. Total gross earnings
4. Total tax deductions
If you have already left the country get in
touch with your employer(s) by mail ,phone or email through there
website.You will need a statement of earnings from every
employers you have worked for during that financial year. Employers are
obliged by law to provide you with a statement of earnings going back
up to 6 years. the whole process shouldn't take more than 7 days.
When you first start working in the UK the Inland
Revenue needs to assess how you should be taxed. This depends on your
age, marital status and other personal circumstances. Once the Inland
Revenue has assessed your status they issue a tax code to your
employer that tells them at what rate to deduct your tax. Until this
tax code is issued your employer is forced to deduct tax at the
emergency tax code denoted by the letters BR,
X, WK1, MTN1. This can
result in an overpayment of tax.
The financial year commonly known as the tax year runs from April 6
until April 5 the following year.
A personal allowance is a tax exempt amount of income that you are
entitled to in each tax year.
For example, the 99/00 tax year has a personal allowance of £4335.
For 00/01 tax year, the personal allowance is £4385.
