What is a P800 Tax Form/Letter?

P800 is also known as a tax calculation and shows the breakdown of all your taxable income and tax paid. 

Not everyone will get a P800 tax calculation, but if you have made a tax rebate claim, HMRC will issue this form to taxpayers who have either paid too much (meaning you are due a tax refund) or too little tax (which means you have a tax liability)

 Your P800 form will highlight various aspects that influence your Tax payable or repayable over the Tax year. The P800 Form is broken down into the following areas:

  • Income – This would typically be earnings received from employers for the job or jobs you have worked in for a particular tax year.
  • Deductions – These would-be Tax-deductible expenses or allowances, for example, Flat Rate expenses for certain jobs, mileage (if you have had travel to carry out work duties as part of your job) or professional fees & Subscriptions.
  • Allowances – commonly this would simply be your annual personal Tax-free allowance. For the current Tax year (2021-22), this is £12,570.
  • Adjustments – these would be manual adjustments created by HMRC but would commonly include overpayments or underpayments from previous years.
  • Result – this is the final result of your P800 calculation, and this will be your tax rebate or liability.

Is an HMRC P800 Tax Refund genuine?

Yes, the HMRC P800 Refund is a legitimate tax claim. You will only receive a genuine P800 Tax Form by post and HMRC will not text or email you to ask for any personal or financial details.

If in any doubt, do not enter any details or click on any attachments – the scams are pretty convincing.

Why would I receive a P800 Tax Form?

Not everyone receives a P800 tax calculation letter, but if you have made a tax rebate claim, HMRC will issue them to taxpayers who have paid either too much (meaning you are due a tax rebate) or too little tax.

You may also receive the P800 Form a few months after a tax year has finished (usually around August every year) and your tax payments are not completely accurate. This may be due to various reasons.

  • Finished a job, started a new one, and were paid by both employers in the same month
  • Started receiving a pension at work
  • Receive certain benefits, like employment and support allowance or Jobseeker’s Allowance (JSA)
  • A new FRE has been applied to your job.

How Is the P800 tax calculation done?

If you’re employed or get a pension, your employer or pension provider uses your tax code to work out how much tax to take from you.

You could still be paying too much or too little tax. For example, if you got a company benefit or pay rise that HMRC did not know about, and so they did not update your tax code.

If you have not paid the right amount at the end of the tax year, HMRC will send you a P800 Tax Form or a Simple Assessment tax calculation.

Your P800 Form or Simple Assessment will tell you how to get a refund or pay any tax you owe.

You will not get a P800 Letter or Simple Assessment if you’re registered for Self Assessment. Your bill will be adjusted automatically if you’ve underpaid or overpaid tax. 

Is the P800 tax calculation always accurate?

Not necessarily – it is always worth checking, regardless of whether HMRC thinks you have underpaid or overpaid tax. Here is how to work out if your P800 tax calculation is correct:

  • Check any P60’s, P45s and P11D forms to make sure your P800 stacks up correctly against them
  • Make sure all other expenses, like mileage, pension contributions and, marriage allowance are also recorded

What if a P800 Form says some tax is owed?

Here’s how HMRC will go about collecting outstanding tax:

  • It will be taken off your paycheque monthly if you are employed
  • They will ask you to pay the amount directly

If it is thought you owe less than £3,000, HMRC will adjust your tax code and collect that tax owed – over time – from your pay. Anything over this amount and the taxman will be in touch to organize a repayment plan.

How can you pay P800 tax online?

Your P800 Tax Form will tell you how you can pay the tax you owe online.

If the letter states you can, you will need to check how much income tax you paid in the previous year and follow the UK HMRC instructions.

What if the P800 says HMRC owes me money?

If you pay tax through the PAYE system you may sometimes pay too much tax and notice this by looking at your payslip or P800.

There are various reasons for this, but the most common is being given an incorrect PAYE /tax code or having an electable tax rebate applied to your annual tax account, such as Marriage Allowance or FRE.

If you think you have overpaid tax through PAYE in the current tax year, tell HMRC before the end of the tax year – April 5, 2022.

You have four years from the end of the tax year in which the overpayment occurred to claim an HMRC P800 tax refund. 

If you have received multiple P800 Forms - How can you calculate the P800 Tax Refund you’re owed?

Sometimes you may receive multiple P800 forms, as HMRC may send out P800 forms for each tax year where you are liable for tax or owed a tax refund. You should always look at the  P800 Form for the most recent tax year for a final figure, as HMRC uses a rolling calculation and carries forward any tax owed or tax credit to the subsequent tax year(s), with the final amount showing in the most recent completed tax year calculation.

How can you claim a P800 Tax Refund from HMRC?

You can claim a HMRC tax refund by filling in Form P50. Send this to HMRC with parts 2 and 3 of your P45. Contact HMRC (0300 200 3300) before filling in the form and they will tell you what other information you need to provide. 

If you need help with getting your P800 tax refund, you can also get in touch with us for Uniform Tax Allowance, Marriage Tax Allowance, and Mileage Tax.

How long does It take to receive the P800 refunds from HMRC?

HMRC P800 refund normally aims to send refunds out by payable order within 5 weeks, but sometimes takes a bit longer. If you get a P800 calculation that says you’re owed tax back, you might receive a payable order for the refund along with it.

As of the date of writing this article, we are still in the Covid-19 pandemic and HMRC staff has been stretched to deal with many other issues in relation to helping businesses through the pandemic such as business grants, furlough scheme, etc. HMRC is currently taking far longer to send out P800 tax refunds (sometimes up to 3 months).

This should go back to their normal average turnaround times later in the year.

If you don’t receive a P800 Tax Form, does it mean you can’t claim a Tax Refund?

In these situations, HMRC’s P800 tax calculation system may mean you do not need to claim a repayment, as HMRC might issue a repayment automatically. If you have not received a P800 tax calculation from HMRC, and you have overpaid tax, you will need to claim for a tax repayment.

Claim your P800 Tax Refund today

Claim My Tax Back is dedicated to helping ordinary employees and married couples (or in a civil partnership) claim back what they are owed from HMRC.

We’ve already helped thousands of people across the UK reclaim their tax rebates. As of late 2020, 1 in 3 employees in the UK were owed a tax rebate from HRMC & over 2 million people are still missing out on the marriage allowance tax break.

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