How to Claim Your Tax Rebate

If you've confirmed that you're due a tax rebate, the next step is to claim it. The process of claiming a tax rebate depends on the nature and source of your overpayment. Here are some general guidelines:

• If you overpaid income tax, you can claim a refund yourself online using the gov.uk service or by filling in a form P50 or P53. You'll need to provide details of your employment, income, and tax payments for the relevant tax year. You should also notify HMRC if your circumstances have changed, such as if you've started a new job or become self-employed. Or you can get help at TaxHelper.io
• If you overpaid capital gains tax, you can claim a refund by submitting a self-assessment tax return. You'll need to include details of your gains, losses, and reliefs for the relevant tax year. You should also keep records of your transactions and receipts in case HMRC asks for evidence.
• If you overpaid pension contributions, you can claim tax relief by contacting your pension provider or HMRC. You'll need to provide evidence of your contributions and the tax relief you're entitled to. Note that there are limits on how much you can contribute to a pension scheme and how much tax relief you can claim.