What's the process for claiming a tax refund when leaving?

Post ByAdequate Travel

Summary
When departing from the UK, claiming a tax refund may be easier said than done. As a result, it is important to understand the process for doing so. In this blog, we will examine the various steps involved in making a claim and how best to access any funds that are owed to you.

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If you are an individual who has left the UK and are due a tax refund, you will need to contact HM Revenue & Customs (HMRC) directly. The process of claiming this refund will depend on how you left the country, i.e. whether you were employed in the UK or self-employed, and how long you were resident in the UK before leaving.
First, you'll need to complete a P85 form and submit it to HMRC. This form will provide the necessary information on the amount of tax you have paid, any employment you have had and details about your leaving date. HMRC also requires various other documents such as payslips, P45, P60 and other items to understand your tax situation.
Once you submit the form and all the required documents, HMRC will review the information and calculate the tax refund, if you are due one. Depending on the amount of tax due and your circumstances, they may take additional time to properly review your submission. Once processed, you should receive a notification of the decision.
If the decision is in your favour, HMRC will issue you with a refund cheque or transfer the refund amount directly into your bank account. Contact HMRC to discuss any specific questions that you might have.

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