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Posted Mon, 30 Sep 2024 13:52:49 GMT by MMQ3872
Thank you in advance for reading my case. I completed and paid the actual tax of 2022/23 and also Paid in advance Tax of 2023/24 Recently, I'm filing my 2023/24 SA return in online, and got the preliminary calculation results. I also required to pay in advance of 2024/2025. Based on my below example, how could I get back the paid tax of £3,000 of 2023/24? My example as shown as below:- 2022/2023 - Tax Result :- Actual Tax 2022/2023 £3,000 Pay in Advance 2023/2024 £3,000 Total Tax Bill................................... £6,000 Tax paid on 31 Jan 2024 £4,500 Tax paid on 31 July 2024 £1,500 Total paid to HRMC ........................ £6,000 2023/2024 - The draft of Tax Result in online (Not yet summit) :- Tax need to pay 2023/2024 £4,000 Pay in Advance 2024/2025 £4,000 Total Tax Bill..................................... £8,000 Tax paid on 31 Jan 2025 £6,000 Tax paid on 31 July 2025 £2,000 Total payment................................. £8,000 Here are my questions:- 1) Can I submit the £3,000 refund when I submit the SA form via online? 2) Can I choose to directly deduct £3,000 in coming Tax bill? 3) Or I need to submit the 2023/24 SA first, wait for the official Tax Bill to come out. Once all payment complete and then can applying for a refund? 4) Or are there other ways to deal with it? Hope to receive your response the soonest. Thanks and regards,
Posted Tue, 08 Oct 2024 14:02:10 GMT by HMRC Admin 19 Response
Hi,
Once you submit the 2023 to 2024 tax return the payments on account made for 2023 to 2024 will be taken into account on your statement. If you have paid more than is due for for the 31 January 2024 deadline date then there will be a credit on your account available for repayment. You can then claim this, or if you want, you can leave the credit to be set against future liabilty. 
Thank you.

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