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You may be able to get a tax refund (rebate) if you’ve paid too much tax. Use this tool to find out what you need to do if you paid too much on: pay from a job. job expenses such as...
- Tax Overpayments and Underpayments
You might get a tax calculation letter if you either owe tax...
- Current Rates and Allowances
Government activity Departments. Departments, agencies and...
- Income Tax
Government activity Departments. Departments, agencies and...
- Pension Scheme Administration
Guidance and forms about pension scheme administration....
- Tax Overpayments and Underpayments
Aug 7, 2023 · Self Assessment refund delays. HMRC's unacceptable delay in refunding my overpaid tax is a cause of significant financial worry for me. My request for refund was confirmed on the 10th of July...
- Tax return deadlines and penalties
- Before you start
- How to fill in your tax return
- What makes up your tax return
- Starting your tax return
- Income
- Tax reliefs
- Student Loan and Postgraduate Loan repayments
- High Income Child Benefit Charge
If you want to fill in a paper tax return, you must send it to us by 31 October 2021 (or 3 months after the date on your notice to complete a tax return if that’s later).
If you decide to fill in your tax return online or you miss the paper deadline, you must send it online by 31 January 2022 (or 3 months after the date on your notice to complete a tax return if that’s later). If you want us to use your tax code to collect any tax you owe through your wages or pension, you must file online by 30 December 2021.
The deadline for paying your tax bill, or any Class 2 National Insurance, is 31 January 2022. If we do not receive your tax return by the deadlines, you’ll have to pay a £100 penalty — even if you do not owe any tax. We’ll charge you further penalties if your return is more than 3, 6 and 12 months late.
See the Self Assessment tax returns page for more information.
You may need the following documents and forms to help you fill in the tax return:
•P60
•End of Year Certificate
•P11D Expenses or benefits or P45
•details of employee leaving work, payslips or your P2 PAYE Coding Notice
•if you work for yourself, your profit or loss account or your business records
If you fill in a paper tax return:
•read the Most people file online section on the front of the SA100 form
•enter your figures carefully
•if you make a mistake, strike through the error and put the correct details next to the box, otherwise we may ask you to pay too much tax
We’ve sent you a tax return that we think matches your personal circumstances. But you need to make sure the booklet has all the relevant supplementary pages.
Read the first 2 pages of your tax return (and read notes 1 to 9) before you fill in the form. If you put X in any of the Yes boxes on page TR 2, you need to fill in and send us the supplementary pages for that income or gain too. If you do not, we’ll treat your tax return as incomplete and send it back to you.
Your personal details
Box 1: Your date of birth Make sure you tell us your date of birth. If you do not, you may not get all the allowances you’re entitled to. Box 2: Your name and address If the details are different or missing, for example, because you moved address or printed the tax return from the internet, write the correct details in or under the Issue address on the front of the form and put the date you changed address in box 2. It’s important to keep your address details up to date with HMRC to make sure you’re paying the right rate of Income Tax. You’ll pay the appropriate rate of Income Tax for the year depending on whether you lived in Scotland, Wales or the rest of the UK for the majority of the tax year. There is more information about income tax rates in Scotland and the rest of the UK and income tax rates in Wales on GOV.UK. Box 4: Your National Insurance number If your National Insurance number is not at the top of your tax return, it will be on: a payslip, P45 or your P60 for the year a P2, PAYE Coding Notice any letter from us or the Department for Work and Pensions Example of a National Insurance number Your National Insurance number will follow this format: AB 12 66 34C
Interest and dividends from UK banks and building societies
This includes: any interest you receive on bank, building society and other savings accounts dividends and other qualifying distributions from UK companies and UK authorised unit trusts or open-ended investment companies income from purchased life annuities interest you receive in non-cash form Do not include any interest from: Individual Savings Account Ulster Savings Certificates Save As You Earn schemes or as part of an award by a UK court for damages We usually treat income from investments held in joint names as all receiving an equal share. However, if you hold unequal shares, you can elect to receive the income and pay tax on those proportions. Only put your share of any joint income on the tax return. If a nominee receives investment income on your behalf, or if you’re a beneficiary of a bare trust, fill in boxes 1 to 5 on page TR 3 (not the Trusts etc pages). If you make gifts to any of your children who are under 18 that produces more than £100 income (before tax), you need to include the whole amount of the income in your tax return. If your bank or building society pays you an alternative finance return or profit share return instead of interest, put the amount in box 1 if it is taxed, or box 2 if it is not.
UK interest
Include in box 1 or 2 any interest from: bank and building society savings, including internet accounts UK authorised unit trusts, open-ended investment companies and investment trusts (these are paid without tax deducted) — include the full amount of these distributions in box 2 National Savings and Investments accounts and savings bonds taxable interest received on compensation payments, for example, payment protection insurance certificates of tax deposit credit unions and friendly societies Do not include interest from UK government securities (gilts), or interest from bonds, loan notes or securities issued by UK companies. These go in the Additional information pages. Box 1: Taxed UK interest — the net amount after tax has been taken off Copy the net interest details from your statements or electronic vouchers. If you have more than one account, add up all your net interest and put the total in box 1. Include any net income (after tax has been taken off) from a purchased life annuity. Use the details on your payment certificate and only put the income part of the payment in box 1. Do not include the rest of the payment. If you received cash or shares following the takeover or merger of building societies, you may have to pay tax on the income. If you do, include it in box 1. If you’re not sure, put the amount in box 17 and give us details in Any other information on page TR 7. Box 2: Untaxed UK interest — amounts which have not had tax taken off If you have an account that pays you gross interest (for example, a bank or building society account), put the gross amount in box 2. Box 3: Untaxed foreign interest (up to £2,000) If your only foreign income was untaxed foreign interest (of up to £2,000), put the amount (in UK pounds) in box 3 instead of filling in the Foreign pages. You must put the name of the country where the interest arose in Any other information on page TR 7. If it was more than £2,000, you’ll need to fill in the Foreign pages.
UK dividends
You do not pay tax on the first £2,000 of dividend income you receive (the dividend allowance). You pay tax on dividends above the dividend allowance at the following rates: 7.5% on dividend income within the basic rate band 32.5% on dividend income within the higher rate band 38.1% on dividend income within the additional rate band Include all of your dividend income, even if it’s less than £2,000, as it will count towards your basic or higher rate bands and may affect the rate of tax that you pay on dividends received in excess of the £2,000 allowance. There is more information about dividends on GOV.UK. Box 4: Dividends from UK companies — the amount received Your dividend voucher will show your shares in the company, the dividend rate and dividend payable. Put the total dividend payments in box 4. Include any dividends from employee share schemes. Do not include Property Income Distributions from Real Estate Investment Trusts or Property Authorised Investment Funds. These go in box 17, and the tax taken off in box 19. Stock dividends or non-qualifying dividends go in the Additional information pages. Box 5: Other dividends — the amounts received This includes dividend distributions from authorised unit trusts, open-ended investment companies, and investment trusts. Put the amount on your dividend voucher in box 5. Include in box 5 any dividend from accumulation units or shares that are automatically reinvested. Do not include any equalisation amounts. Box 6: Foreign dividends (up to £2,000) If your only foreign income was any interest in box 3 and dividends up to £2,000 and you’re claiming deduction relief, put the net amount of foreign dividends (in UK pounds) in box 6. Put the foreign tax taken off in box 7. If your total dividend income (including UK and foreign dividends) is over £2,000 and you want to claim Foreign Tax Credit Relief, do not include the foreign dividend in this box. Complete the Foreign pages instead.
This section covers tax relief for payments to pension schemes, charities and for Blind Person’s Allowance. If you wish to claim other reliefs, for example, Married Couple’s Allowance where one of the couple was born before 6 April 1935, use the Additional information pages.
Your PAYE tax code may be affected by information you supply in your tax return if we receive it before 31 December 2021.
If you expect any of the amounts or claims in boxes 1, 2, 5, 6 or 13 to change during the 2021 to 2022 tax year, you must inform HMRC to ensure we update your current PAYE tax code.
There is more information about tax codes on GOV.UK.
The Student Loans Company will write to tell you the date that you should start repaying your Income Contingent Repayment Loan.
You must fill in the Student Loan and or Postgraduate Loan boxes from this date. We’ll use the loan and or plan type held by the Student Loans Company to work out any Student Loan and or Postgraduate Loan repayment.
Box 1
Put the total amount of Child Benefit you or your partner got for the 2020 to 2021 tax year. Do not include any arrears payments received that relate to previous tax years. This is the amount of Child Benefit for a full week, where a Monday falls within the tax year. For the 2020 to 2021 tax year, the first week starts on Monday 6 April 2020 and the last week starts on Monday 5 April 2021. There are 53 Mondays in the 2020 to 2021 tax year. If you got payments for the full year, put the total for 53 weeks in box 1. Also put in box 1, the amount of Child Benefit you got if you or your partner: started to get Child Benefit on or after 6 April 2020 — put the amount from the date it started to 5 April 2021 stopped getting Child Benefit before 6 April 2021 — put the amount received up to that date
Box 2
Put the total number of children you or your partner got Child Benefit for on 5 April 2021.
Box 3
If you or your partner stopped getting all Child Benefit payments before 6 April 2021 (but after 5 April 2020), put the date the payments stopped in box 3. If you have to pay the High Income Child Benefit Charge for the 2021 to 2021 tax year and you do not want us to collect it through your pension or wages by adjusting your 2021 to 2022 tax code during the year, put X in box 3 on page TR6. Consult the Child Benefit tax calculator to help you work out the Child Benefit payments you have received. Find out more about the High Income Child Benefit Charge.
Jan 16, 2024 · Tax refunds in the UK can take up to 12 weeks to be processed by HMRC with a further 5 days to 5 weeks added to receive your money. There are a number of reasons why you may be owed a tax refund, or tax rebate, from HMRC.
Jul 14, 2022 · You'll save up to £252 in tax in 2022-23 - but it's also possible to backdate your claim for up to four tax years, meaning a rebate of up to £1,242, providing you were eligible during those periods. It’s easy and free to apply through HMRC's website - and you'll receive 100% of the rebate.
Jul 10, 2024 · If you file a paper tax return, you'll need to fill out supplementary pages. The main self-assessment section taxpayers need to fill out is SA100 and it's the first section you're sent to if you file your return online. If you're self-employed, you'll also need to fill out the section SA103S (the short version) or SA103F (the full version).
People also ask
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May 11, 2023 · If you do not complete a Self Assessment tax return, use form R40 to claim for a repayment of tax on your savings and investments.
