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Posted Wed, 15 Feb 2023 10:35:38 GMT by Arc
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 Arc
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.

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