Overpayments and underpayments

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Services

• Check how to claim a tax refund

  Use this tool to find out what you need to do to get a tax refund (rebate) if you’ve paid too much Income Tax.

• Tax overpayments and underpayments

  What to do if you need to pay more tax or you're due a refund, including P800 tax calculations from HM Revenue and Customs (HMRC).

• Estimate your Income Tax for a previous tax year

  Use HM Revenue and Customs’ (HMRC) tax checker to get an estimate of how much Income Tax you should be paying.

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Guidance and regulation

• Claim back tax on a flexibly accessed pension overpayment (P55)
  • Detailed guide
  • 6 April 2024
  • HM Revenue & Customs
• Claim a tax refund when you've flexibly accessed all of your pension (P53Z)
  • Detailed guide
  • 10 October 2023
  • HM Revenue & Customs
• Claim a tax refund if you've stopped work and flexibly accessed all of your pension (P50Z)
  • Detailed guide
  • 10 October 2023
  • HM Revenue & Customs
• Claim back Income Tax on a flexibly accessed pension death benefit payment P55(DB)
  • Detailed guide
  • 6 April 2024
  • HM Revenue & Customs
• Claim back Income Tax on a pension death benefit lump sum payment if you've stopped working P50Z(DB)
  • Detailed guide
  • 29 February 2024
  • HM Revenue & Customs

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Research and statistics

• Taxpayer experience of the HMRC repayments process
  • 29 September 2022
  • HM Revenue & Customs
  • Research

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Organisations

• HM Revenue & Customs