Reclaiming tax money if you overpaid

How to reclaim your tax overpayment

10:16 26 October 2014

Asking for refund on your tax is normally one of the most excruciating experiences you can go through. For most people, they only look to get a tax rebate because they’re owed quite a sizeable amount of money. If you’re looking to be refunded by the tax authority because you had overpaid through income tax, or you’re making a tax rebate claim on behalf of a deceased person, this is how to.

 

Getting a tax Refund when you’ve Paid Excess PAYE

 

Many people have made a tax overpayment through work. You are probably one of them and would like to know how to claim your money back as it never comes easy. There are many reasons why you could have made an overpayment through PAYE. Some of the affected people are students who have toiled during the summer holidays while others are those who were in a job for a part of the year due to their own reasons. 

 

To claim your tax excesses, phone the revenue & customs body, tell them that you overpaid your tax on income. The revenue body will ask you for other relevant information. Furnish them with all the necessary details about your employment including the commencement and termination dates of your employment. 

 

Reclaiming Tax Overpayment on Behalf of a Deceased Person

 

In most cases, relatives are not aware of any money owed to the deceased when s/he passes on. However, when you start compiling the estate of the deceased at a later date, you might consider claiming a tax refund. When you look into the income tax records of the deceased if s/he was employed at the time of death, it may be worthy making a claim for a tax rebate.

 

Visit the customs and revenue body and explain the situation to them. They will probably require you to fill some forms to kick-start the process.