Guidance on checking your tax code, with letters to query an incorrect tax code, report benefits or other income, claim a PAYE refund after leaving work or for overpaid tax, query a P800 calculation and ask for an underpayment to be collected through your tax code.
Letters to HMRC & personal tax
Tax Code Query and PAYE Overpayment Refund Letters
About this document
Tax codes tell your employer or pension provider how much tax to deduct. They are often wrong when you change jobs, start a pension, have taxable benefits or more than one job. Many issues can be fixed through the HMRC app or your personal tax account; these letters are for when you need to put things in writing or the online route is not available.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Letters to HMRC & personal tax
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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