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Self Assessment Tax Returns: Claiming a Tax Refund
Claiming Self Assessment Tax Return for Landlords & Property Investors
If you have paid too much tax through Self Assessment, you may be entitled to a refund from HMRC. Let the expert team of UK Property Accountants guide you through the entire process, from accurately calculating your tax liability to filing your refund claim with HMRC, and ensure you receive the full amount you’re entitled to.
Tax Refund Without Hassle
Why UK Property Accountants Are Experts in Self Assessment Tax Refund for Landlords & Property Investors?
With years of experience under our belt, UK Property Accountants makes claiming a tax refund simple and stress-free. Whether you’re a landlord, property investor or self-employed professional, our expert team handles everything, from preparing your return to liaising with HMRC, so you can secure your refund quickly and with confidence.
Maximised Refunds
You’ve filed Your Self Assessment Tax Return. Now claim your refunds for overpaid Income Tax, work expenses, pension contributions, marriage allowance, Gift Aid donations, Capital Gains Tax, self-employed losses, CIS deductions or even student loan overpayments.
Expert Professionals
Our accountants and chartered tax advisers meticulously review your tax position, apply all eligible reliefs and handle your Self Assessment filings. With expert representation and direct communication with HMRC, we ensure your refund request is accurate and processed without delays.
Support for Non-Residents
If you're a non-resident, you may have overpaid UK tax and you could be eligible for a refund. But claiming it can be complex due to double taxation rules, HMRC filings, and UK bank transfer issues. We make it easy by handling everything—from securing treaty reliefs to processing refunds on your behalf.
Don’t Miss Out on Money
Am I Entitled to a Self Assessment Tax Return?
You may be eligible for a tax return if you have overpaid tax through Self Assessment. You may be entitled to get a tax refund in one of the following situations:
- Excess Tax Paid on Self-Employment Income: If your profits were lower than expected but you already made payments on account.
- Overpaid Tax on Rental or Investment Income: If tax was deducted at source or your income falls within a lower tax band, you may be due a repayment.
- Tax Relief on Allowable Expenses: If you’re a landlord, self-employed or a high earner, claiming deductible expenses and reliefs can lead to a refund.
- Pension & Gift Aid Contributions: Higher-rate taxpayers can claim additional relief on pension payments and charity donations.
Not sure if you qualify? Book a free consultation with UK Property Accountants, and we’ll review your case to determine if you’re owed a Self Assessment tax refund.
To fulfil legal obligation
To avoid penalties
Deadline Obligations
Claim What’s Yours on Time!
If you’re owed a tax refund, it’s important to claim it within HMRC’s time limits to avoid missing out.
Key Deadlines for Claiming a Tax Return
What Happens If You Miss the Deadline?
Exclusive Tax Refund Services
Maximise Your Refund with UK Property Services
Many taxpayers unknowingly overpay tax due to missed deductions, incorrect calculations or overpayments on account. Our expert team specialises in identifying these overpayments and securing refunds from HMRC. At UK Property Accountants, we go beyond basic tax return filings to ensure you get the maximum refund possible.
Non-UK residents earning UK rental income often overpay tax due to withholding rates or double taxation. We secure refunds by applying the correct tax treatment.
We analyse your tax position and submit refund claims for excess prepayments, ensuring you don’t leave money with HMRC unnecessarily.
Getting a refund from HMRC can be delayed due to inquiries or errors. Our team directly liaises with HMRC to expedite processing.
Our Process
How We Work
Our work is centred around efficiency, collaboration, and delivering exceptional results to our clients.
Initial Discovery Call
We start with a straightforward process. Answer a few simple questions to help us understand your circumstances. It’s hassle-free, quick and designed to save you time.
Data Gathering and Analysis
Once we have the details, our team of experienced accountants gets to work. You can trust us to manage the complexities and ensure everything is accurate and compliant.
Thorough Review & Timely Submission
We conduct a meticulous review to ensure accuracy, compliance, and completeness in every submission. Our streamlined process guarantees timely submissions, so you never miss a deadline.
Ongoing Support
Our commitment extends beyond accounting and tax advisory work. We provide ongoing support, including tax planning and addressing accounting queries throughout the year.
Complete Self Assessment & Tax Refund Resource Hub
Calculators to help you correctly assess your tax liabilities to detail eBook to guide you during and after the Self Assessment Tax Return filing process, we have it all!
Calculator for Accurate Tax Estimation
Use our free Income Tax calculator designed for landlords and property investors to accurately determine how much you need to pay in taxes.
Read Free eBook
We have a comprehensive eBook that is here to help you with the Self Assessment and the Self Assessment refund process. So, download it right now.
Related Services
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We are committed to helping you achieve financial prosperity while optimising your tax position in the most effective and efficient way possible.
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Capital Gains Tax
Need help with Capital Gains Tax Returns? Our expert team ensures you meet the 60-day deadline without hassles.
Our Accounting & Tax Recipes
Latest News & Articles
Dive into our latest news & articles on property, finance and tax-related content.
Our Articles Covering Self Assessment Tax Return Refund
Our Latest News on Self Assessment Tax Return Refund
FAQs
General queries by our clients related to Self Assessment Tax Return Refund are answered here.
You are eligible for a tax refund after your self-assessment if you have overpaid tax. This overpayment of tax could arise of various reasons such as:
- Tax Deductions/Reliefs: You missed claiming eligible deductions or reliefs, such as business expenses, pension contributions, or charitable donations.
- Incorrect Tax Code: If HMRC assigned you the wrong tax code, causing overpayment.
If you completed a Self-Assessment, HMRC will calculate whether you’ve overpaid. If so, HMRC will generally issue a letter(P800) to individuals who have overpaid or underpaid tax during the tax year.
If your P800 tax calculation letter states you're due a refund, you can claim your money back on the government website here.
You will need to create a Government Gateway user ID here if you don’t already have one.
Once logged in, you can request a refund by selecting your preferred payment method: bank transfer, cheque, or credit towards future tax.
If you didn’t receive P800 letter but you think you have overpaid tax, then you can apply for a refund by contacting HMRC directly through its online portal or by calling 0300 200 3300.
The time you have to wait for a tax refund varies significantly – from five days to eight weeks or more, depending on what it is you are reclaiming and how you applied or were notified.
If you receive P800 letter and request a refund via bank account, you can receive it within 5 working days. However, if you don’t do this within 21 days of receiving the letter or decided to claim refund via cheque it might take up to 6 weeks or longer.
However, if your return is more complex or there are discrepancies, it may take longer to process.
To check the status of your HMRC tax refund, you can follow these steps:
- Log into your HMRC Online Account: Go to the HMRC website and log in using your Government Gateway credentials.
- Check your Self-Assessment Account: Once logged in, navigate to your Self-Assessment account. You can see any updates or messages regarding your tax refund.
- Look for Refund Details: HMRC typically sends you a notification once your refund is processed. If it’s been issued, the status will show in your account, including whether it’s been sent to your bank account or by cheque.
- Wait Times: If you haven't received your refund, keep in mind it can take up to 8 weeks. If it’s been longer, you can contact HMRC for more information.
You can also call HMRC to check your Refund status.
Have more questions? Check out our Complete Guide for everything you need to know about Self Assessment Tax Return Refund in one place.
UK Property Accountants is a leading firm of chartered certified accountants and chartered tax advisers specialising in the property and real estate sector with head office in Central London.
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