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Types of Income tax rebate

Learn more about PAYE tax rebates on income tax and how to get your overpaid tax refunded…

Find out the reasons why you may be owed a tax rebate and how to claim it back from HMRC…

Income tax rebates by profession

If you are a Healthcare worker employed by the NHS or private sector, you are probably due a healthcare worker tax rebate…

Teachers, tutors and other educational professionals are eligible to claim a tax rebate because they pay for their own work related expenses…

Tax Codes

Anyone who is employed, or has income through PAYE, is given a tax code by the tax office (HMRC)…

Checking your tax code is a valuable exercise to make sure the right amount of tax is being deducted from your income…

Tax codes by tax year

The 2025/2026 tax year starts on the 6th April 2025 bringing with it changes to the way some people pay tax…

The 2024/2025 tax year starts on the 6th April 2024 bringing with it changes to the way some people pay tax…

The most common 2021-22 tax code for Basic Rate taxpayers with one source of income is: 1257L…

The 2023/2024 tax year starts on the 6th April 2023 bringing with it changes to the way some people pay tax…
Your tax code is used by your employer and/or pension provider to calculate the amount of income tax to deduct…
Tax forms

A P60 form is a statement or certificate showing how much you have earned, and the amount of tax you have paid in the last tax year…

A P45 form is a statement or certificate that shows how much tax you’ve paid on your salary so far in the tax year…

Tax rebate forms

A P85 is the form you complete to officially tell HMRC that you are leaving the UK. You must provide answers to a number of questions concerning you and your tax affairs…

A Form 18 is used to change how the amount of Married Couple’s Allowance you’re entitled to is divided between you and your spouse or civil partner…

An R40 is the form that needs to be completed if you wish to claim a repayment of tax deducted from your savings and investments…

The 575T form is a document that needs to be completed if you wish to request a transfer of any unused Married Couple’s Allowance to your spouse or civil partner…

Self employed and company tax forms

SA302 is a Self Assessment tax calculation produced by HMRC. It is created after you have submitted your self assessment tax return…

SA1 is a form that is used to register for self assessment for any reason other than self employment…

CT600 is part of a tax return form used by companies to submit their accounting records to HMRC…

CWF1 is a form that needs to be completed and submitted to HMRC if you are registering for self employment…

Non Resident Landlords

This is a complex question to answer and the rules have changed relatively recently…

The short answer is “yes” all non residents with income from the UK have had to file a self assessment tax return since April 2010…

Pensions
If you have left the UK, you can claim tax relief on your pension in certain circumstances…
Firstly, we refer to the Double Taxation Treaty arrangements between the UK and your host country…

If you pay tax at the higher rate of 40% or more, then you may not be getting your full pension tax relief…

If you are an additional rate taxpayer you could be owed a pension tax rebate.
Leaving the UK Tax Back FAQs

A P85 is the form you complete to officially tell HMRC that you are leaving the UK. You must provide answers to a number of questions concerning you and your tax affairs…

Many people ask the question, “What do I need to give to the HMRC if leaving the UK?” No one wants to leave the UK without settling affairs with the HMRC…

You let HMRC know that you are leaving the UK either through your Self Assessment tax return or, if you do not submit a return, using form P85…

When making a UK tax back claim it is always recommended to provide your final P45 received from your last employer in the UK…

Income tax and Self Assessment
Having to complete a Self Assessment tax return can be daunting. There are lots of reasons why you have to complete a tax return, it’s not just for the self employed…

Finding out more about what you need to do is a good idea before you start filling it in, and can help save you time and money in the future…