Tax Rebate Check Timeline: Check Your Tax Rebate Status

The waiting time for your tax rebate can vary significantly depending on several factors, including your claim method, the complexity of your case, and HMRC’s current processing times.

A tax rebate claim should typically take up to 12 weeks to complete or longer if HMRC need more time or further information.

The timescale for dealing with a tax rebate claim is different from receiving a refund that has already been calculated and confirmed through a P800 HMRC letter.

Understanding the tax rebate claim and repayment process helps ensure you receive the money owed to you as quickly as possible with the least amount of hassle.

When a claim is submitted, HMRC provides a confirmation notice. Digital submissions receive instant confirmation, whilst paper-based claims require additional time for manual processing and verification.

We’ll cover how to check your tax rebate status, common reasons why your claim may be delayed and timescales to receive your rebate.

How to check your tax rebate claim status

Knowing the best way to find the update you need is essential so you know when to have patience and when to follow up with HMRC for a response.

Three routes to check your tax rebate status:

1. You can use the check when you can expect a reply service which let’s you enter the date you sent your claim and if you used post or online.

The service handles both PAYE refund requests and self assessment submissions, providing you with an approximate timeframe (subject to change) for receiving a response and a specific date to chase if no reply arrives.

2. An easy way to monitor your refund is through your personal tax account on the HMRC website or via the HMRC app. Both platforms show the status of ongoing claims and expected payment dates.

3. Call the HMRC income tax helpline. Expect a delay and have your NI number available so you can pass security.

Good to know…

• If your online tax account displays your refund status as ‘pending’, this indicates that a tax refund has been calculated but it still requires official approval and processing for payment.
• If you have an outstanding tax payment due within the next 45 days (like a payment on account), you may not receive a refund. Instead, the amount will be subtracted by HMRC from your pending tax liability.

Check P800 tax rebate timescales

HMRC sends out a P800 form for each tax year you have paid too much tax. Your P800 will state “you are due a refund” and it explains payment options.

If your P800 calculation indicates a repayment via cheque, there’s no need to get in touch with HMRC and it should arrive within 14 days of your P800 calculation date.

Your P800 may state you can claim your tax rebate online and choose either a bank transfer or a cheque.

Keep your P800 safe because you will need the reference number from your P800 letter and your national insurance number.

Ways to claim your tax rebate when you receive a P800 from HMRC:

• Bank transfer service: You can request your refund to be paid by BACS or request a cheque through the HMRC online bank transfer service. Please note you will need be set up for online banking before you use this option.
• HMRC app: To claim online.
• Your personal tax account (PTA): To claim online.
• Call HMRC: To request a cheque.

P800 request timescales:

• P800 online claims: If you choose a BACS transfer straight into your bank account it should arrive within 5 working days.
• P800 cheque requests: If you choose to receive a cheque through the post it will usually arrive within 6 weeks. Making sure HMRC has your current postal address is recommended to ensure safe receipt.

Why is my tax rebate delayed?

There are a few different factors that affect processing times and can cause delays. Here are seven reasons why your claim may be delayed:

Processing method: Processing speeds vary with digital submissions tending to be processed faster than postal versions.

Type of tax rebate claim: More complex cases for example claiming back mileage or capital allowances for tools can often take longer in comparison to simpler claims.

Precision and thoroughness of submission: Having all required documentation and information correctly submitted from the start helps prevent processing delays. If HMRC doesn’t have all of the information they need they will need to request it.

Incomplete tax records: Not having your complete pay and tax history on record will cause issues. This can happen if HMRC haven’t been given your P60 or P45 forms from your employer.

Submission period: Filing claims during quieter periods, away from HMRC’s busy seasons like the January self-assessment rush or July tax credit renewal window, can lead to swifter processing.

Staff shortages: HMRC in its specialised departments especially can face staffing shortages. This lack of personnel has an impact on the speed at which tax rebates are issued.

HMRC identity checks: If HMRC flags your claim for verification, they’ll send a letter requesting identity confirmation. Respond promptly by following the instructions carefully. These security measures typically add 2-3 weeks to processing times but are essential for preventing fraud.

What to do if there’s a delay or issue

When your tax rebate takes longer than expected, taking prompt action can help resolve the issue quickly. HMRC provides online and phone support for checking progress and addressing problems.

Whenever possible, use the online services first as they typically provide faster resolution than phone support.

If you feel that you need some outside support you should using an accountant or the free assistance that is available through charities like taxaid, litrg and tax help for older people which is specifically for people who are close to or over the age of 60.

Here’s some good news: If there’s a delay in paying your tax rebate, HMRC normally adds interest to your final payment. You shouldn’t need to ask for this interest – they add it to make up for the time when you couldn’t use your money because of HMRC’s processing delays.

Avoiding tax refund scams

Beware of unsolicited emails, texts or calls claiming to be from HMRC about tax rebates.

Legitimate HMRC communications never request personal or payment details by email or text message.

If you are unsure it’s best not to act and review HMRC’s guidance before taking any further action.