Tax checker
Think you've overpaid tax and are due a refund? If your tax
situation is straightforward, you can use the checker to find
out. It's quick and easy to use and will tell you if you're
paying about the right amount of tax.
On this page:
Who can use the tax checker?
You can use the checker to work out if you may be due a tax
refund if all of the following apply:
- You were born after 5 April 1948
- you're a basic rate (20 per cent) or higher rate (40 per
cent) taxpayer
- you get the basic Personal Allowance of £9,440 (2013-14
tax year)
If you use the checker for the current tax year, the estimate of any
tax refund is calculated on the basis that you'll have no further income
for the tax year.
Check Income Tax rates and allowances
Personal Allowance
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When you can't use the tax checker
If you receive tax allowances other than the basic Personal
Allowance, your earnings are over a certain limit or you have
other taxable income the checker will not give you the right
result.
Don't use the checker if any of the following apply:
- you're entitled to claim Married Couple's Allowance
- you were born on or before 5 April 1948 and get the higher allowances
- your income is over £100,000
- you have other taxable income such as income from dividends
and trusts
- you receive taxable State benefits
- you're self-employed
Married Couple's
Allowance
Check which state
benefits are taxable and which aren't
Correcting your tax return
and claiming any refund
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Information to get together before you start
Before you start to use the checker you'll need to have to
hand for the relevant tax year all of the information below:
- your total earnings before tax was taken off
- the total tax you paid on your earnings
- the amount of interest you got from bank and building
society savings after tax was taken off
- the total tax paid on interest from bank and building
society savings
- the total amount of Gift Aid donations you made
You'll find details of your earnings on payslips or forms
P45 and P60.
Tax on bank and building society
accounts
PAYE forms P45
and P60
Giving to charity
through Gift Aid
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How to use the tax checker
There are a few things you need to know before you use the
checker:
- the checker works in whole pounds only (you don't need
to enter any pence)
- you have to round up to the nearest pound any amount you
enter in the 'Total tax paid on earnings' box and round
down to the nearest pound any amount you enter in other
boxes
- if you have more than one job, the 'Calculate for more
than one job' button will add up the amounts entered for
each job and carry them over to the relevant fields
- if you have more than one bank or building society account,
enter the total amount of interest you've received
- if you've made more than one Gift Aid donation, enter
the total amount you've donated
Income you don't need to include
Don't include income that you don't need to pay tax on, such
as:
- student loan amounts
- ISAs (Individual Savings Accounts)
- gifts from parents or family
- Child Tax Credit
- Working Tax Credit
- Child Benefit
- Maternity Allowance
- National Savings (Ordinary Account) interest up to £70
Taxable and non-taxable
income at a glance
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Your result
The checker will only give you an estimate. You might get
other types of income, allowances or benefits that affect
the amount of tax you end up paying.
You may want to print off a copy of your result by following
the 'Summary of Calculation' button. If you have any problems
printing the result pages, try changing the page orientation
from portrait to landscape.
The checker will only provide the right result if you enter
all your details correctly.
Go to tax checker
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More useful links
Tax refunds and
claiming back tax you've overpaid
Tax when starting,
leaving or retiring from work
Emergency tax code
What to do if your
tax code is wrong
Contact
HMRC
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