Tax refund

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jama
jama Registered Posts: 2 New contributor 🐸
Dear MIP,
I have new client who asked me to process his tax refund and I have not done this task before and I wounder if you will be a kind enough to let me know what paper work that I need to put in place.

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  • Monsoon
    Monsoon Registered Posts: 4,071 Beyond epic contributor 🧙‍♂️
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    If he is in self assessment you do the tax return, put his bank details on the return and the refund will happen automatically.

    HMRC are sending out cheques for repayments at the moment where they have assessed peoples' employment income etc.

    What sort of repayment are you doing? What you need to do will differ depending on his circumstances.
  • jama
    jama Registered Posts: 2 New contributor 🐸
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    Tax Refund

    Thanks Manso,

    This client is a full time employed and he would like to make a claim for the last five years. the client also provided all P60 and other supporting documents, and I my initial assessment indicates that he has overpaid and eligible for tax refund. I have also got his authorization to act on his behalf. What other form do I need to send to the HMRC

    Many thanks
    Jama
  • Monsoon
    Monsoon Registered Posts: 4,071 Beyond epic contributor 🧙‍♂️
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    The quickest thing is to call the Agent Dedicated Line here
    http://www.hmrc.gov.uk/agents/contacting-effective.htm#1a

    and ask them. They might be able to action it over the phone.
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