How to make your tax refund claim go faster
The best way to speed up your tax rebate claim is to make sure you don’t submit it during HMRC’s typically busy periods. HMRC tend to be at their busiest around the self-assessment tax return deadline of 31 January, and the tax credit renewals deadline at the end of July.
If you submit your claim close to these time periods then it is likely that it could take a bit longer to be processed and paid, so if you can avoid doing so it would greatly speed up the whole process.
When you submit your claim details to us we will be able to give you a fairly accurate estimate of how long your claim will take. As we work with HMRC on a daily basis we get regular updates and insights about their current workload so we can provide accurate estimates about expected timescales for a number of different HMRC enquiries such as tax rebate claims, changing tax codes, creating new tax accounts etc…
Some other factors that can help speed up your claim include…
- Before we can send your claim to HMRC we need the 64-8 form signed and returned to us – as these confirm to HMRC that we are authorised to act on your behalf. Therefore the quicker you get these signed and sent back to us, the quicker we can progress your claim.
- If you are self-employed then you need a UTR (unique taxpayer reference) number before making any claim – so if you have already registered with HMRC as self employed and have your UTR number then the process will be much quicker. If you haven’t got a UTR number yet then you will need to apply for one, which can add an extra two weeks or so to the claim process.
- Similarly to the 64-8 form, the quicker you can send any supporting documentation to us then the quicker we can calculate and submit your claim. The sort of documentation we may require will depend on the type of claim you are making, but can include receipts for work expenses/petrol, records of subscription payments and so on. The more accurate the information we have to present to HMRC, the quicker it will all get accepted and refunded.