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Template · HMRC
HMRC Repayment Request Template (UK, Free Download)
A formal request for HMRC to issue a refund for overpaid tax.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
If you have overpaid tax, you can request a repayment from HMRC. While most refunds are triggered automatically after filing a return, a formal request may be needed if a refund is delayed or if you are claiming a repayment for an earlier period. [VERIFY] You can check your repayment status in your online tax account.
Who is this sent to, and when?
- Sent to
- HMRC
- When to send it
- When a repayment is due and not received automatically
How do you request a repayment?
The easiest way is through your online tax account. If you need to write, provide clear details of the overpayment and your bank details for the refund.
Always ensure your bank details are up to date on your HMRC record to avoid delays or cheques being sent to old addresses.
Preview the template
Check the current process on GOV.UK before sending — many requests are now made online.
HMRC Repayment Request Template
Request for Tax Repayment
HMRC
[Relevant Department]
Date: [Date]
Client Name: [Client Name]
UTR/VAT Number: [Reference Number]
Dear Sir/Madam,
I am writing to request a repayment of overpaid tax in the amount of £[Amount] for the period ending [Date].
This overpayment arose due to [Reason, e.g., 'Overpayment of tax on account' or 'Error in previous tax return which has now been
Preview shows the opening and key sections. The full editable file is free to download below.
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Send this from Remindoo
Save it once in Remindoo and send it from there. Store the wording as an email template, then use tokens so client names, company numbers and dates fill in automatically. Send it to one client or to a filtered group with bulk client emails. For requests that repeat, pair it with automated reminders and a recurring task so it goes out every period without anyone remembering.
What are the common mistakes?
- Providing incorrect bank details
- Requesting a refund before the return is processed
- Not explaining the source of the overpayment
- Sending duplicate requests
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Frequently asked questions
How long does a refund take?
Usually 2-4 weeks, but it can be longer if HMRC carries out additional security checks.
Can I get the refund by cheque?
Yes, but bank transfer is faster and more secure.
Why is my refund being checked?
HMRC performs routine security checks to prevent fraud, which can sometimes delay genuine claims.
What if I owe other taxes?
HMRC may offset the refund against other outstanding tax liabilities you have.
Can my accountant receive the refund?
Yes, if you have authorised them as a 'nominee' for repayments.
Is there a time limit for claims?
Yes, usually 4 years from the end of the tax year in which the overpayment occurred.
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Sources
Last updated 23 September 2026. General guidance, not regulatory advice.
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Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
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