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Posted Wed, 15 Feb 2023 10:35:38 GMT by
I have submitted a SATR on 31/1/23, which showed a tax overpayment. This page states: To claim a refund, go to ‘Request a repayment’ from the left-hand menu within your HMRC online account. Allow 4 weeks for your refund to be sent to your bank account. I don't have a left-hand menu and I don't see a 'request a repayment' option anywhere? I also do not see any entries under 'check progress' of a form, which I'd expected to show the status of my SATR. (I do see the receipt elsewhere for the SATR filed 31/1/23.) This process for refunds seems to be a significant change from previous years, where bank details for a refund were previously requested by HMRC in the SATR form itself and everything was automated. It doesn't seem that these changes for 2021/22 have been communicated very well.
Posted Tue, 21 Feb 2023 14:21:13 GMT by HMRC Admin 17

If the option for claiming a repayment through the online account isn't shown,
you will need to contact our helpline.

See link:

Self Assessment: general enquiries   .

Thank you.
Posted Wed, 22 Feb 2023 10:30:55 GMT by
Are you suggesting I call the helpline to get my refund, get the repayment option added to my account or both? Is this a known problem? Thanks.
Posted Mon, 27 Feb 2023 09:45:47 GMT by HMRC Admin 5

The helpline will go through the process for issuing the repayment they will not be able to update your account.

Thank you.
Posted Mon, 04 Dec 2023 10:54:59 GMT by
I also have this problem, I have called a couple of times just to be told to wait 10 weeks even though the person I spoke to says they can't see a reason why it is like this thier end. I am not prepared to wait 10 weeks, I waited to put my return in now so I would be ok at end of year due to no work etc. So far as I stated they can't give me a reason why I am unable to request repayment online nor have they suggested it can be done thier side. Was this problem ever resolved for you? Regards
Posted Tue, 05 Dec 2023 20:12:16 GMT by
IIRC, solved with a phone call and a wait of about 4 weeks. HTH.
Posted Mon, 11 Dec 2023 15:00:31 GMT by HMRC Admin 32
Hi Joseph,

We would need to access you record to check why the repayment has not yet been issued. You can contact our Self Assessment team to check.

Self Assessment: general enquiries

Thank you.

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