04 November 2009
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.
6 comments :
Hi, just want to thank you for the very useful posts about P85. I'm about to leave the UK and have browsed for a while, found some info but your blog was the most straightforward & informative! :)
Would you know any information regarding keeping a UK bank account after you have left the UK? I want to keep my bank account but am not sure about the tax of savings & what paperwork I have to complete to do this when I'm no longer a UK resident. Cheers.
Dast. Thanks for your comments. Regarding the bank account, I kept my UK bank accout open. I talked with my bank and asked them if they will charge a maintenance fee for keep it open. I have a regular bank account with Natwest and they don´t charge me any fee. Is a thing that you have to talk with your bank. Hope that your bank don´t charge a fee for keep it open. Good luck!
Brilliant! Thanks for the quick response. I'm also banking with NatWest and I'm hoping they'll allow me to keep my accounts too. Best wishes and again, thanks so much for the useful blog.
Thanks dast. I'm glad this information was useful for you. Best wishes with your claim. Tell us your results! Regards
I was looking for the same. Thanks a ton for the given information. Is there any legislation for tax payers which can affect negatively while asking for refund??
Thanks for the comments. Asking for refund should not affect negatively. Is your right. Anyway, I am not an expert on that field. Just using common sense. Regards,
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