A tax refund is a refund of tax which has been overpaid.

• You start a new job and are taxed under an emergency code for a while.
• You marry or form a civil partnership and you or your spouse/civil partner was born before 6 April 1935.
• HM Revenue and Customs (HMRC) sends the wrong tax code to your employer or your employer does not use the correct code.
• You are self-employed and you make payments on account for the following year, under the Self Assessment scheme. These payments are too high because of a change in your circumstances. For example, there has been a downturn in your business. You have not made a claim to reduce your payments on account and your final tax liability turns out to be less than the tax you have actually paid.
• You are a pensioner with more than one occupational pension and your tax-free personal allowances have not been allocated properly so you have paid too much tax.
• You have more than one job. The employer at your second job will automatically deduct tax at a basic rate so you may not get the benefit of all your tax-free personal allowances. This will frequently apply if you are a student or a low-paid worker.

The time limit for claiming a tax refund is four (4) years from the end of the tax year for which you overpaid tax. A tax year runs from 6 April of one year to 5 April the following year.

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