Sample letter to claim Income Tax (PAYE) refund in the UK

-------- Beginnig of the letter -------------

<Date>
<Your full name>
<Your address>
<Your National Insurance Number (NIN)>

Dear Sirs,
I am writing to request a repayment of an overpayment of Income Tax for the tax year <tax year you are claiming the refund (e.g.: 2009/10>. As noted in the enclosed forms, I left the UK on <date you left the UK> and think I have overpaid Income Tax. According to my calculations, I have paid £ <amount in pounds according to your calculations> in excess.
Please find enclosed a copy of my P45 along with the P85 which should provide a complete work history for your records.

If you have any further questions please do not hesitate to contact me on <e-mail address> or <phone number>.

Yours sincerely,
<Your full name>
<Your signature>

-------- End of the letter -------------

Some things to consider:

• Make a copy of all the information you will send to the Tax Office in the UK.
• Remember that the letter should be addressed to your appropriate Tax Office, not a random one. If you send the letter to the wrong office, they will reject it. They will not forward the letter to your appropriate tax office.
• Send the letter by certified post to have proof that the letter has been received.
• While not mandatory, it is recommended to include your own calculated refund amount in the letter.

You can find further information about the entire process of making the UK Income Tax refund claim in the following entry: Tax Refund when you leave the UK: PAYE, P45, P85.