In the UK, if you have paid too much tax, you may be eligible for a tax refund, also known as a rebate. There are various circumstances in which you may have overpaid tax, such as having a BR tax code or claiming work-related expenses. It is important to understand the process of claiming overpaid tax and maximizing your refund.

Circumstances for BR Tax Code Refund

If you have paid too much tax with a BR tax code, you may be eligible for a tax refund. There are several circumstances that may result in an overpayment of tax, allowing you to claim a refund.

1. Job Expenses

One common situation is if you have paid too much tax on your pay from a job. Additionally, certain job expenses can also contribute to an overpayment. These expenses can include working from home, purchasing fuel for work-related travel, buying work clothing or tools, and more. By identifying and documenting these expenses, you can potentially increase your refund amount.

2. Pension

If you have a pension, it is possible to overpay tax on your pension contributions. This can happen if your pension provider uses an incorrect tax code or if your overall income falls below the personal allowance threshold. In such cases, you may be entitled to reclaim the excess tax you have paid.

3. Self Assessment Tax Return

If you complete a Self Assessment tax return, there is a chance that you have overpaid tax. This can occur if you have made errors or omissions when calculating your tax liability. By reviewing your return thoroughly and ensuring all deductions and allowances are included, you can identify any overpayment and seek a refund.

4. Redundancy Payment

If you have received a redundancy payment, it is important to examine the tax deducted from the payment. In some cases, the tax may have been calculated incorrectly, resulting in an overpayment. By checking the calculations and consulting with HM Revenue and Customs (HMRC) if necessary, you can determine if you are entitled to a refund.

To claim a BR tax code refund, it is essential to gather all relevant documentation, such as pay slips, expense receipts, pension statements, tax returns, and redundancy payment paperwork. By providing accurate and comprehensive information, you can ensure a smooth refund process and maximize your chances of receiving the refund you are owed.

Refunds for Employees Leaving the UK

If you are leaving the UK during the tax year, you may be eligible for a tax refund. This applies to individuals who have stopped working part-way through the year or those who have multiple part-time jobs.

The PAYE (Pay As You Earn) system typically spreads your personal allowance over the full 12 months of the tax year. However, if you stop working before the end of the tax year, you may have unused personal allowance, resulting in overpaid tax.

There are several situations where you may be entitled to a refund when leaving the UK:

  • Working part-way through the year and leaving the country
  • Holding multiple part-time jobs and leaving the country
  • Being on emergency tax codes, such as Month 1 or Week 1 basis
  • Moving abroad and ceasing to work in the UK

It is crucial to understand the steps involved in claiming a refund for these scenarios. By following the correct procedures, you can ensure that you receive the tax refund you are entitled to.

leaving the UK

Claiming a Refund for Incorrect Tax Codes

If you believe that your tax code is incorrect, it’s important to take action during the tax year. Contact HMRC and inform them of the issue. They have the authority to issue a revised tax code to your employer, ensuring that the right amount of tax is deducted from your earnings. This correction can result in a refund of the overpaid tax.

In addition to addressing current tax year concerns, you may also need to claim a refund for the immediately previous tax year if you have discovered an incorrect tax code. You can contact HMRC to request a refund for that specific period. Keep in mind that in many cases, HMRC automatically processes refunds as part of the annual tax year-end reconciliation process.

However, it’s crucial to understand the timeframe for claiming a refund. HMRC allows you to make refund requests for up to four years from the end of the tax year in question. After this period, your claim becomes out of time, and you may no longer be eligible for a refund.

If you think you are due a refund for any of the last four tax years, it’s advisable to contact HMRC and discuss your situation with their helpline or by using their online services. They will guide you through the process and help you determine if you are eligible for an in-year refund or a refund for an incorrect tax code.

refund request

Refund Request Form

When requesting a refund for an incorrect tax code, you may need to complete a refund request form provided by HMRC. This form will require you to provide relevant details, such as your personal information, employment history, and any supporting documentation that validates your claim.

Once you have completed the refund request form, submit it to HMRC through their designated channels, such as mail or online submission. Ensure that you provide accurate and detailed information to avoid any delays in processing your refund request.


Claiming a BR tax code refund in the UK is a straightforward process if you meet the eligibility criteria. You can determine your tax refund eligibility based on specific circumstances such as job expenses, leaving the UK, or having an incorrect tax code. To estimate your potential refund amount, you can use a tax refund calculator. It is also advisable to regularly check the status of your tax refund if you have already applied for one.

When applying for a tax refund, it is important to follow the necessary procedures. Depending on your situation, you may need to complete forms such as P50 or P85. Ensuring that you provide accurate and complete information will help expedite the processing of your tax refund application. If you have any doubts or queries, it is always recommended to consult with the HM Revenue & Customs (HMRC) for guidance.

Remember, understanding the process of applying for a tax refund and being aware of your tax refund eligibility can help you claim the money you are entitled to. So, take the necessary steps, use the available tools, and make sure to apply for your tax refund within the appropriate timeframes. Don’t miss out on the opportunity to receive the refund you deserve!

Comments to: BR Tax Code Refund in UK – Get Your Refund Today!

Your email address will not be published. Required fields are marked *