SALF306 - Payment of Tax: Automatic Interest and Surcharges: Interest Paid on Overpayments of Tax

Interest on overpayments

ICTA88/S824 (1) & TCGA92/S283

3.71Interest is paid on any overpayment of any tax (or payments treated as tax) up to the statutory maximum that the taxpayer is required to pay.
3.72Interest is paid from the ‘relevant time’ until the date of repayment.

The relevant time

ICTA88/S824 (3) and TCGA92/S283 (2)

3.73For repayments of
  • capital gains tax,
  • income tax,
  • payments on account of income tax required by section 59A,
  • surcharge, and
  • penalties

the relevant time is the date of payment of the tax, payment on account, surcharge or penalty which is being repaid (unless it is tax that was deducted at source) (section 824(3)(a)and (c)).

3.74Where the repayment is of tax deducted at source, for example under PAYE, the relevant time is 31 January following the year of assessment in which the relevant income arose (section 824(3)(b)).
3.74AWhere the repayment results from a claim;
  • to carry back losses etc. (TMA70/SCH1B/PARA2),
  • for relief for fluctuating profits of farming etc. (TMA70/SCH1B/PARA3), or
  • for relief for fluctuating profits of creative artists etc. (ICTA88/SCH4A),

the relevant time is 31 January following the year that is the later year in relation to the claim (section 824(2C) and (3)(ab)).