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Posted Sun, 16 Jul 2023 00:34:19 GMT by
Hi, for the 2021-2022 tax year I was calculated via PAYE as paying too much income tax and was issued with a small refund (after the end of the tax year). Due to a change in circumstances I was then required to register for self assessment and then also completed a self-assessment return for 2021-2022. The self-assessment also recognised I was due the same refund for the 2021-22 tax year, and has stayed as credit on my self assessment account, even though I have already been paid the refund through the PAYE method. I assumed this would resolve itself, but it has not, and I did not think I could include it in the self assessment return at the time, as the refund was paid after the end of the 21-22 tax year had ended. I am unsure of the best way to resolve this - if there is a way to do this through the self assessment mechanism through amending the 21-22 entry, or including somewhere in the 22-23 entry (as far as I can tell, there doesn't seem to be) or if HMRC must be contacted to remove the credit on the self assessment account. Many thanks.
Posted Fri, 21 Jul 2023 11:20:33 GMT by HMRC Admin 5 Response
Hi

You can amend the 21/22 return. There is a section which asks if you have already had tax refunded for the year by HMRC or the Job Centre. The amount should be entered there.

Thank you

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