HMRC - 6 months for your tax rebate, Sir
Discussion
I used the Chatbot and asked to speak to a Human. It found me a human after a 46 minute count down. I answered lots of security questions only to be informed that there is a backlog and I have to wait 10 weeks for a letter. I explained that I've selected the tick box for online forms, not physical forms but apparently as its a refund they need to write to me.
I've already waited 7 weeks , 10 weeks is the length of time before they will escalate it but I need to contact them again to inform them I've not received a letter. I don't even need a letter, I can see it there on line and they wont pay the £7300 to me. Absolute joke.
They paid me £800 last week a tax refund from a P800which arrived 2 days after I asked for it but yet to pay me my SIPP tax relief. They've helped themselves to the tax on my cash savings and dividends and this is what's left over but for some reason I need to wait months before they'll even think about it. Additional security is needed too, I dont know what else they need. They know more about me than I do.
I've already waited 7 weeks , 10 weeks is the length of time before they will escalate it but I need to contact them again to inform them I've not received a letter. I don't even need a letter, I can see it there on line and they wont pay the £7300 to me. Absolute joke.
They paid me £800 last week a tax refund from a P800which arrived 2 days after I asked for it but yet to pay me my SIPP tax relief. They've helped themselves to the tax on my cash savings and dividends and this is what's left over but for some reason I need to wait months before they'll even think about it. Additional security is needed too, I dont know what else they need. They know more about me than I do.
Edited by oldaudi on Monday 8th July 13:06
PorkInsider said:
I'm waiting for a refund, too, from SA submitted in April. I assumed I'd done something wrong so resubmitted the refund request last week.
Never had an issue in previous years and I'm sure I received the money into my bank account within a few days.
Presumably you go into the portal -> self assessment -> request a refund? And in there it shows you are due a refund? Never had an issue in previous years and I'm sure I received the money into my bank account within a few days.
For me it just says I have no amounts available for repayment, so i think there is some manual process in the background that they need to do, to join the self assessment calculation result (money owed) to the web page that allows you to request it as a refund.
bmwmike said:
Presumably you go into the portal -> self assessment -> request a refund? And in there it shows you are due a refund?
For me it just says I have no amounts available for repayment, so i think there is some manual process in the background that they need to do, to join the self assessment calculation result (money owed) to the web page that allows you to request it as a refund.
Yes that's menu path. Mine is there with the figure that was calculated and displayed at the end of completing the SA.For me it just says I have no amounts available for repayment, so i think there is some manual process in the background that they need to do, to join the self assessment calculation result (money owed) to the web page that allows you to request it as a refund.
PorkInsider said:
Yes that's menu path. Mine is there with the figure that was calculated and displayed at the end of completing the SA.
Thanks for confirming. I dont see that, so presumably something stuck. Just had a message off HMRC complaints team saying they've picked up my complaint, so hopefully that will move things along, but who knows. Got me rethinking my tax strategy for this year.I got an email earlier this week to tell me I had a new tax calculation which turned out to be a refund due from 2023-24 tax year. Not a huge amount but it only took a few clicks and entering my bank details to sort it. This morning the money has gone into my account, which is exactly how it should be.
What irks me is how it took nearly two years for them to return money from 2022-23 and 2021-22 for a much higher amount, plus lots of phone calls and promises of it being sorted by 'next April' then 'by October'.
I wonder how long it will take them to chase any money next time I owe them money though...
What irks me is how it took nearly two years for them to return money from 2022-23 and 2021-22 for a much higher amount, plus lots of phone calls and promises of it being sorted by 'next April' then 'by October'.
I wonder how long it will take them to chase any money next time I owe them money though...
PorkInsider said:
bmwmike said:
Presumably you go into the portal -> self assessment -> request a refund? And in there it shows you are due a refund?
For me it just says I have no amounts available for repayment, so i think there is some manual process in the background that they need to do, to join the self assessment calculation result (money owed) to the web page that allows you to request it as a refund.
Yes that's menu path. Mine is there with the figure that was calculated and displayed at the end of completing the SA.For me it just says I have no amounts available for repayment, so i think there is some manual process in the background that they need to do, to join the self assessment calculation result (money owed) to the web page that allows you to request it as a refund.
When I've gone back into the account several months later, the amount is still showing as available to refund.
What's especially annoying is that they keep adjusting my tax code which was changed to recognise my SIPP payments. This means that come April 2025 they will owe me a sizeable amount of money which I have lost confidence in their ability to return to me!
I should add, in previous years, the refund has been reasonably quick and completely painless. No idea why the system seems to be glitching for so many people this year.
Anyone had any success? I spoke to them again yesterday via Chat and they informed me that there continues to be delays despite it now being almost 3 months for me.
I don’t understand how the HMRC (according to wiki) employee over 60k people and take this long with what should be an automated task. I wish I left my new tax code as they suggested to be honest, I’d be £600 a month better off but I wanted the lump sum.
I don’t understand how the HMRC (according to wiki) employee over 60k people and take this long with what should be an automated task. I wish I left my new tax code as they suggested to be honest, I’d be £600 a month better off but I wanted the lump sum.
I got mine.
Tried the webchat twice, but the agent was ‘disconnected’ twice after going through security and explaining my issue. Each time was after a 20 minute wait time. Frustrating, and the agent(s) took ages to respond- I assume they are handling several chats concurrently.
In the end, I called. Waited on hold for 45 minutes before I spoke to a very helpful agent. He explained that although I had done everything right, because I had completed a Self Assessment and HMRC wasn’t expecting me to do so (news to me), the payment requests I had made were simply failing their end, although valid. He couldn’t explain why, but this is apparently a common problem. The refund was actioned over the phone and it was (finally) in my account about a week later.
Tried the webchat twice, but the agent was ‘disconnected’ twice after going through security and explaining my issue. Each time was after a 20 minute wait time. Frustrating, and the agent(s) took ages to respond- I assume they are handling several chats concurrently.
In the end, I called. Waited on hold for 45 minutes before I spoke to a very helpful agent. He explained that although I had done everything right, because I had completed a Self Assessment and HMRC wasn’t expecting me to do so (news to me), the payment requests I had made were simply failing their end, although valid. He couldn’t explain why, but this is apparently a common problem. The refund was actioned over the phone and it was (finally) in my account about a week later.
I made a complaint about mine then followed up with another webchat which wasn't helpful at all, but a week later my "request a repayment" page is showing an amount which is nearly equal to what my SA calculation shows, less £70 or so. No idea why that would be. Not sure now if I'm supposed to request the repayment or just wait for it to hit my account as I had supplied bank details. Happy to leave it there for now in case I break something or get paid twice then hit with interest and penalties.
catatemyhomework said:
I got mine.
Tried the webchat twice, but the agent was ‘disconnected’ twice after going through security and explaining my issue. Each time was after a 20 minute wait time. Frustrating, and the agent(s) took ages to respond- I assume they are handling several chats concurrently.
In the end, I called. Waited on hold for 45 minutes before I spoke to a very helpful agent. He explained that although I had done everything right, because I had completed a Self Assessment and HMRC wasn’t expecting me to do so (news to me), the payment requests I had made were simply failing their end, although valid. He couldn’t explain why, but this is apparently a common problem. The refund was actioned over the phone and it was (finally) in my account about a week later.
What number did you call?Tried the webchat twice, but the agent was ‘disconnected’ twice after going through security and explaining my issue. Each time was after a 20 minute wait time. Frustrating, and the agent(s) took ages to respond- I assume they are handling several chats concurrently.
In the end, I called. Waited on hold for 45 minutes before I spoke to a very helpful agent. He explained that although I had done everything right, because I had completed a Self Assessment and HMRC wasn’t expecting me to do so (news to me), the payment requests I had made were simply failing their end, although valid. He couldn’t explain why, but this is apparently a common problem. The refund was actioned over the phone and it was (finally) in my account about a week later.
They keep telling me I don't need to self assess...but tweak my code everytime I do as pension contributions have changed (I'm a stick as much as I can mode) so might be the same issue for me.
Wonderman said:
What number did you call?
They keep telling me I don't need to self assess...but tweak my code everytime I do as pension contributions have changed (I'm a stick as much as I can mode) so might be the same issue for me.
0300 2003310 - Be prepared for a long time on hold!!They keep telling me I don't need to self assess...but tweak my code everytime I do as pension contributions have changed (I'm a stick as much as I can mode) so might be the same issue for me.
Good chance your issue is the same as mine, as I only do SA now because of SIPP contributions.
The agent tried to explain that I don’t need to complete a SA (although I do due to earnings), and the tax code should change to reflect contributions, but I don’t trust the system to balance off without doing a SA - they will currently owe me just under £5k come April based on current tax code and SIPP contributions this year!
catatemyhomework said:
Wonderman said:
What number did you call?
They keep telling me I don't need to self assess...but tweak my code everytime I do as pension contributions have changed (I'm a stick as much as I can mode) so might be the same issue for me.
0300 2003310 - Be prepared for a long time on hold!!They keep telling me I don't need to self assess...but tweak my code everytime I do as pension contributions have changed (I'm a stick as much as I can mode) so might be the same issue for me.
Good chance your issue is the same as mine, as I only do SA now because of SIPP contributions.
The agent tried to explain that I don’t need to complete a SA (although I do due to earnings), and the tax code should change to reflect contributions, but I don’t trust the system to balance off without doing a SA - they will currently owe me just under £5k come April based on current tax code and SIPP contributions this year!

catatemyhomework said:
I got mine.
Tried the webchat twice, but the agent was ‘disconnected’ twice after going through security and explaining my issue. Each time was after a 20 minute wait time. Frustrating, and the agent(s) took ages to respond- I assume they are handling several chats concurrently.
In the end, I called. Waited on hold for 45 minutes before I spoke to a very helpful agent. He explained that although I had done everything right, because I had completed a Self Assessment and HMRC wasn’t expecting me to do so (news to me), the payment requests I had made were simply failing their end, although valid. He couldn’t explain why, but this is apparently a common problem. The refund was actioned over the phone and it was (finally) in my account about a week later.
Indeed this happened to me. First time doing SA as needed to due to SIPP contributions.Tried the webchat twice, but the agent was ‘disconnected’ twice after going through security and explaining my issue. Each time was after a 20 minute wait time. Frustrating, and the agent(s) took ages to respond- I assume they are handling several chats concurrently.
In the end, I called. Waited on hold for 45 minutes before I spoke to a very helpful agent. He explained that although I had done everything right, because I had completed a Self Assessment and HMRC wasn’t expecting me to do so (news to me), the payment requests I had made were simply failing their end, although valid. He couldn’t explain why, but this is apparently a common problem. The refund was actioned over the phone and it was (finally) in my account about a week later.
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