top of page
Writer's picturePTA

How You Can Claim Your Tax Rebate Using the Free HMRC App?

Updated: May 31

Are you seeking a tax refund? There's an app to help! A genuine HMRC app that you could make use of, to claim tax refunds back from HMRC. The possibility to claim tax refunds via an HMRC app was introduced through HMRC in 2022. The app lets you handle other aspects of your tax affairs too.


The HMRC App is a new way to access your tax information on the go. The app is free to download and is available for both Android and iOS devices. The app allows you to view your tax code, check your tax bill, track your refund, and more. The app also includes a handy tax calculator so you can estimate your tax bill for the year ahead.


Free HMRC App


Is the HMRC app Free?

It's free, which means you don't need to purchase it in any way. You can download it through the Google Play Store for Android devices or on the App Store on Apple gadgets. You can install it on any tablet or smartphone. It's safe and secure. Once it has been downloaded, you will need the Government Gateway user ID and password to login to your account. You only need to sign in for the first time. Then, you sign into your account either facial recognition or your fingerprint, based on the device you're using.


Features of the HMRC App


The HMRC app offers several features to users, making it a one-stop shop for managing their taxes. Some of the key features of the app include:


  • Personal Tax Account: The Personal Tax Account allows users to access their tax information, including tax codes, payments, and allowances. Users can update their personal details and view their tax history, making it easier to manage their tax affairs.

  • Tax Credit Renewal: The app allows users to renew their tax credits quickly and easily. They can also view their tax credit payments and check their eligibility for tax credits.

  • Self Assessment: The app provides a simple way to file self-assessment tax returns, view past tax returns, and check tax calculations.

  • VAT: The app allows users to manage their VAT affairs, including submitting VAT returns and checking VAT registration details.

  • Payment Services: The app allows users to pay their taxes using a debit card or credit card.

  • Check Your Tax Code: The app allows you to check your tax code to make sure you're paying the right amount of tax. You can also use the app to request a change to your tax code if you think it's incorrect.

  • View Your Tax Account:  The app gives you access to your tax account, so you can see how much tax you owe or how much you're owed in refunds. You can also use the app to make payments towards your tax bill.

  •  File Your Tax Return: The app makes it easy to file your tax return on the go. You can upload photos of your supporting documentation, and the app will pre-fill some of the information on your return.

  • Check the Status of Your Tax Return: Once you've filed your tax return, you can use the app to check on the status of your return. You'll be notified as soon as HMRC processes your return and you can view any refunds or payments that are due.

  • Stay Up To Date with Tax Changes: The app includes a news section that keeps you up to date with the latest tax changes. This is useful if you're self-employed or have complex tax affairs.


Benefits of the HMRC App


There are several benefits of using the HMRC app for managing taxes, including:


  • Convenience: The app offers users the convenience of managing their taxes anytime, anywhere. They can access their tax information and complete tax-related tasks on their mobile devices, making it easier to manage their tax affairs.

  • Secure: The app is highly secure, ensuring that users’ personal and financial information is safe. The app uses the latest security protocols and encryption methods to protect users’ data.

  • Time-Saving: The app is designed to save users’ time by allowing them to complete tax-related tasks quickly and easily. Users can file their tax returns, renew their tax credits, and make tax payments in a few clicks.

  • Improved Accuracy: The app helps improve the accuracy of tax-related tasks by providing users with access to up-to-date tax information and calculations. Users can view their tax history, check their tax codes, and calculate their tax liabilities accurately.

  • Notifications: Users can also use the app to receive notifications and reminders about upcoming tax-related tasks, such as filing tax returns or renewing tax credits.


How to Use the HMRC App


Using the HMRC app is straightforward, and users can download the app from Google Play or the App Store. To use the app, users must have a UK National Insurance number, and they will need to set up a Government Gateway account. Once they have set up their account, they can access the app and start managing their taxes.


To use the app, users will need to follow these steps:


  1. Download the app and install it on your cellphone.

  2. Log in to the app using their Government Gateway credentials.

  3. Navigate to the relevant section of the app, such as Personal Tax Account, Self Assessment, or VAT.

  4. Complete the necessary forms or provide the required information.

  5. Submit the information or task through the app.

  6. Receive confirmation of the submission or payment.



How You Can Claim Your Tax Rebate Using the Free HMRC App - A Step by Step Guide?

To claim your tax rebate using the HMRC app, follow this comprehensive step-by-step guide:


Step 1: Download the HMRC App

First, ensure you have the HMRC app installed on your mobile device. You can download it for free from the Google Play Store for Android devices or the App Store for Apple devices. The app is designed to handle various tax-related services securely.


Step 2: Initial Setup and Sign In

Upon opening the app for the first time, you will need to sign in using your Government Gateway credentials. If you do not have a Government Gateway ID, you can create one directly within the app. After the initial setup, you can opt for quicker sign-in options like a 6-digit PIN, fingerprint, or facial recognition for enhanced security and convenience.


Step 3: Navigate to the Tax Rebate Section

Once signed in, navigate to the 'PAYE section' or the 'Summary of Income Tax' section, depending on how your app interface is organized. This section provides a detailed overview of your income and tax details for the current tax year and previous years if needed.


Step 4: Check Your Eligibility for a Tax Rebate

Within the app, review your tax details to determine if you have overpaid tax. Common reasons for a tax rebate include overpayment on pay from jobs, pensions, or income from past years. The app will typically indicate if you are eligible for a rebate and display the amount calculated.


Step 5: Claim Your Tax Rebate

If the app shows that you are due a tax rebate, there will be an option labeled ‘Claim your refund’ or a similar prompt. Click on this to initiate the claim process. Follow the on-screen instructions, which may require you to verify your bank details where the rebate will be deposited.


Step 6: Confirmation and Tracking

After submitting your claim, the app will confirm that your claim has been received. You can track the status of your claim through the app, including any updates or messages regarding the processing time or additional information required.


Step 7: Receiving Your Rebate

Once your claim is processed, the rebate will be directly deposited into your bank account linked to the HMRC app. The time it takes to receive your rebate can vary, but the app will provide an estimated timeline.


Additional Features for Tax Management

The HMRC app is not only useful for claiming tax rebates but also for managing other aspects of your tax affairs. You can use the app to:


  • Update personal details like your address or name.

  • Check your National Insurance number and tax code.

  • Make Self Assessment payments if you are self-employed.

  • Access and manage your tax credits and benefits information.

  • Use the tax calculator provided within the app to estimate your take-home pay.


Troubleshooting and Help

If you encounter any issues or have questions during the process, the HMRC app includes a digital assistant that can provide guidance and answers to common queries. For more complex issues, there are options within the app to contact HMRC directly or find additional support resources.


By following these steps, you can effectively manage your tax obligations and claim rebates using the HMRC app, leveraging the convenience and security features it offers to simplify tax management.


What Can an HMRC App Do for You?

The HMRC app in the UK is a versatile tool designed to help individuals manage various aspects of their tax affairs directly from their smartphones. Here's a comprehensive list of what you can do with the HMRC app:


  1. Check Your Tax Code and Personal Details: View your current tax code and personal information to ensure everything is up to date.

  2. View National Insurance Number: Access and save your National Insurance number, which is crucial for employment and accessing government services.

  3. Submit Tax Refund Claims: If you've overpaid tax, you can claim a refund directly through the app.

  4. Track Tax Forms and Letters: Keep track of any forms and letters you've sent to or received from HMRC.

  5. Manage Tax Credits and Benefits: Check and manage your tax credits and benefits, including Child Benefit and Working Tax Credit.

  6. Access Your State Pension Forecast: Get an estimate of how much State Pension you are likely to receive when you retire.

  7. Update Personal Details: Change your address or name directly through the app if there have been any changes.

  8. Make Payments: Pay your Self Assessment tax bill directly through the app using various payment methods.

  9. Set Up Payment Reminders: Set reminders for when your tax payments are due to avoid late penalties.

  10. View Your Employment History: Access detailed information about your employment history for the past five years, including employers and income.

  11. Check Your Income and Tax Details: Review detailed breakdowns of your income and tax paid over the current and previous tax years.

  12. Simple Assessment Payments: For those eligible, manage and pay your Simple Assessments directly from the app.

  13. Claim Marriage Allowance: Apply for or transfer Marriage Allowance to your spouse or civil partner.

  14. Help to Save Account Management: Access and manage your Help to Save account, which is a savings scheme offering bonuses from the government.

  15. Find Lost National Insurance Number: Retrieve a lost National Insurance number if you don’t have it memorized.

  16. Digital Assistant Access: Use the HMRC's digital assistant within the app to get help with general queries.

  17. Check for Gaps in National Insurance Contributions: Identify any gaps in your National Insurance record and find out how to fill them.

  18. Payment for NI Gaps: Make payments to cover any gaps in your National Insurance contributions directly through the app.

  19. Electronic Communication Preferences: Opt to receive communications from HMRC electronically instead of paper mail.

  20. Secure Sign-In Options: Log in quickly and securely using options such as a PIN, fingerprint, or facial recognition.

  21. Tax Calculator: Use the integrated tax calculator to estimate how much tax you need to pay or how much you might get back as a refund.

  22. Report Changes: Quickly report changes affecting your tax credits or Child Benefit.

  23. Accessibility Features: The app includes features designed to be accessible to users with disabilities, with comprehensive accessibility support documents available within the app.


These functionalities make the HMRC app a crucial digital tool for managing taxes and related financial matters efficiently and securely in the UK.


Why Should I Use the HMRC app to Claim My Tax Refund?

Utilizing the app is an easier method of submitting an application for a tax refund request to HMRC instead of sending it through the post. Also, using less paper makes you more eco-friendly. The best part is that the money you earn is deposited directly into your account at the bank, which reduces the process to collect your refund. In a world in which personal data is commonly used by criminals, the app will also provide the security of communicating with HMRC.



Overview of the 2024 Updates Affecting Tax Rebates via the HMRC App

In 2024, several updates have been introduced that significantly enhance the functionality of the HMRC app, which is an integral tool for managing tax rebates in the UK.


Key Updates to the HMRC App


  1. Simple Assessment Payments: As of April 2024, users of the HMRC app can now make Simple Assessment payments directly through the app. This update simplifies the payment process for taxpayers who need to settle their tax dues conveniently from their mobile devices.

  2. National Insurance Contribution Gaps: The HMRC app now includes features that allow users to check for gaps in their National Insurance contributions. This is crucial as filling these gaps can significantly impact one's state pension entitlement. The app also provides the functionality to make payments for these gaps if necessary, enhancing its utility for long-term financial planning.

  3. Enhanced Accessibility and Security Features: In response to the increasing need for secure and accessible digital tax services, the HMRC app has incorporated additional security measures such as the ability to sign in using facial recognition or a fingerprint. This makes the app not only more secure but also easier and quicker to access, providing a streamlined user experience.

  4. Lost National Insurance Number Guidance: For users who do not have a UK address and are unsure of their National Insurance number, the app now includes a guidance feature as of January 2024. This feature assists users in retrieving their lost National Insurance numbers, thereby ensuring they can fully utilize the app's capabilities without hindrance.


Practical Application of the HMRC App for Tax Rebates

The HMRC app simplifies the process of claiming tax rebates by providing a direct method for users to submit their claims. For example, if an individual has overpaid tax due to employment expenses under £2,500 in any tax year, the claim can be initiated directly through the app. Once processed, a P800 tax calculation is issued to the user, and any overpaid tax can be reclaimed through the app.


The app also supports users in managing various aspects of their tax affairs, such as updating personal details, tracking forms and communications sent to HMRC, and accessing important tax-related information like tax code, National Insurance number, and an estimate of taxes owed.


The 2024 updates to the HMRC app significantly enhance its functionality, making it an indispensable tool for managing taxes and claiming rebates. These updates not only streamline various tax-related processes but also improve the accessibility and security of the app, reflecting HMRC's commitment to improving taxpayer experience through technology.


Using the HMRC App to Manage Other Areas of Tax


Using the HMRC App to Manage Other Areas of Tax

HMRC offers options for managing a range of different administrative duties. The best part is that it will reduce time spent by not having to call or email HMRC. Some of the most sought-after choices are:


● Changes to Tax Credits Report or complete renewal.

● Make a self-assessment payment.

● Update your postal address along with other important details.

● Go into Your Help to Save account.

● Keep track of any communications you've made to HMRC.


There's also a tax calculator included in the application. It will help you determine the amount you'll have to pay in your account after deductions for income tax as well as the national contribution to insurance deductions. The solutions offered by HMRC through their free application are useful and can be used for a wide range of tax-related issues. It's definitely worth it to save time and effort whenever you're required to update your information or access information.


The HMRC app is a convenient and secure way for UK taxpayers to manage their taxes. The app offers several features, including a Personal Tax Account, Self Assessment, and VAT management, allowing users to complete tax-related tasks quickly and easily. The app is highly secure, and users’ personal and financial information is protected through the latest security protocols and encryption methods. Using the app can save users time and improve accuracy.




FAQs



1. Q: Can I use the HMRC app to check for any underpaid tax?

A: The app provides access to your tax history, allowing you to review any underpaid taxes.


2. Q: Is it possible to amend tax return details through the HMRC app?

A: The app primarily facilitates viewing and submitting tax returns, but specific amendment capabilities are not detailed.


3. Q: Can I use the HMRC app to manage tax affairs for my business?

A: The app focuses on personal tax accounts and self-assessment for individuals, with limited functionality for business tax affairs.


4. Q: How secure is the data transmission on the HMRC app?

A: The app uses advanced encryption and security protocols to ensure safe data transmission.


5. Q: Can I track the history of my tax payments through the app?

A: Yes, you can view your past tax payments and history through the app.


6. Q: Is there a feature for setting up payment plans for outstanding taxes in the app? A: The app allows tax payments, but setting up payment plans is not explicitly mentioned.


7. Q: How can I contact HMRC for support through the app?

A: The app does not specify direct contact features for HMRC support.


8. Q: Can I access tax-related legal documents and forms through the app?

A: The app allows you to track forms and letters sent to HMRC but accessing legal documents is not specified.


9. Q: Is there a tutorial or guide within the app for first-time users?

A: The article does not mention an in-app tutorial or guide for new users.


10. Q: How frequently is the tax calculator in the app updated for accuracy?

A: The update frequency of the tax calculator is not detailed in the article.


11. Q: Can the HMRC app notify me of pending tax deadlines?

A: Yes, the app can send notifications and reminders about upcoming tax tasks.


12. Q: Is it possible to access detailed tax legislation or rules through the app?

A: The app focuses on managing tax tasks rather than providing detailed tax legislation.


13. Q: Can the app provide personalized tax-saving tips?

A: Personalized tax-saving advice is not a specified feature of the app.


14. Q: How does the app ensure compliance with the latest tax laws?

A: The app includes a news section with updates on tax changes, aiding in compliance.


15. Q: Can I access international tax information through the HMRC app?

A: The app is tailored for UK tax affairs and does not specifically cover international tax information.


16. Q: How does the app handle data privacy and user consent?

A: The app employs robust security measures, but specific data privacy and user consent policies are not detailed.



17. Q: Can I manage tax affairs for multiple individuals through one app account? A: The app is designed for individual use, and managing multiple individuals' tax affairs is not specified.

18. Q: Is there a feature to compare tax liabilities across different tax years? A: Comparing tax liabilities across different years is not explicitly mentioned as a feature.


19. Q: Can the app assist with tax planning and forecasting for future years?

A: The app includes a tax calculator for estimates, but detailed tax planning and forecasting capabilities are not specified.


20. Q: Is there a feedback mechanism in the app to suggest improvements or report issues?

A: The article does not detail a feedback mechanism within the app.








4,622 views

Recent Posts

See All
bottom of page