How to Get a Tax Refund in the UK

In the UK, filing an annual tax return for the previous financial year is mandatory for all self-employed individuals. However, employees may also be eligible for a tax refund in certain cases. It’s important to note that you can claim a tax refund for the previous four years.

Tax Refunds with Foundry Accounting Limited

To maximise your tax refund and streamline the process, we recommend entrusting your income declaration to our professional team at Foundry Accounting Limited. Our specialists will help you claim the maximum amount of overpaid tax you’re entitled to, based on your specific exemptions. We ensure your refund is processed as quickly as possible.

Why Choose Us?

Our clients trust us because:

1.     We are HMRC-authorised tax agents.

2.     We process your tax refund promptly.

3.     We maximise your refund by claiming all eligible deductions.

4.     Our declaration process is simple and transparent.

5.     We are always available to answer your questions.

Documents Required for a Tax Refund

To file your tax return and claim a refund, you’ll need the following documents (or copies):

1.     A copy of your ID card or passport.

2.     Your National Insurance Number (NINO).

3.     Original P45 or P60 forms from all employers you worked for in the current financial year in the UK.

4.     If you don’t have a P45 or P60, provide your latest payslip from each employer for whom you worked in the current financial year (up to 5 April).

5.     Your Unique Taxpayer Reference (UTR) number from your CIS registration certificate. If you don’t have a CIS certificate or UTR number, please refer to our UTR Registration section for guidance.

Tax Refund Process

Follow these steps to declare your income and claim a tax refund:

1.     Gather all required documents listed above.

2.     Complete and submit our online tax refund form.

3.     Our advisers will contact you within 24 working hours to provide an update on your return.

4.     Your completed tax return will be submitted to HMRC, and you’ll be informed of the tax due and the refund amount.

5.     Refunds typically take 2–4 weeks to process from the date of submission.

6.     If you have questions or need further advice, contact the Foundry Accounting Limited team. We’re happy to assist and provide tailored solutions.

Need a Tax Refund? Let Us Handle It!