How to claim your tax rebate step by step

Aske Buemann

CEO & Co-founder

Tax rebates can be a great way to get your hard-earned money back from the government.

5-step guide on how to claim your tax refunds

Step 1: Determine Your Eligibility

The first thing you need to do is determine whether you are eligible to claim a tax rebate. Generally, if you've been paying tax throughout the tax year and have paid more than you owe, you may be eligible for a tax rebate. However, you should check with HMRC to make sure you qualify before you apply or go through our platform at

Step 2: Gather Your Documents

Once you've determined your eligibility, you'll need to gather the necessary documents to apply for your tax rebate. This will include your P60 (showing your total income and the tax you've paid), P45 (showing your income and the tax you've paid since the start of the tax year) and any other relevant documents such as your Self-Assessment tax return.

Step 3: Fill Out the Form

Once you've calculated your tax rebate, you'll need to fill out the tax rebate form. This form can be found on HMRC website. Make sure you fill it out accurately and include all the necessary documents.

Step 4: Submit Your Claim

When you've filled out the tax rebate form, you'll need to submit it to HMRC or use  Once you've submitted the form, you should hear back from HMRC. Just remember to be patient, as the process can take some time.

Step 5: Wait for a Response

Once you’ve submitted your claim, all you can do is wait for a response from HMRC. They will let you know if your claim has been approved and when you can expect to receive your rebate.

With these steps, you should be able to claim your tax rebate this year.

Check if you are due a tax refund in just 15 min.

In TaxHelper, we help you find the tax refunds you are entitled to. You just answer simple questions that only take 15 min. to go through.

Afterwards, we report the tax refunds and you get an extra £308 paid out on average. And you only pay if you get a tax refund.

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