While the Self Assessment (SA100) form normally must be amended within two years of the end of the relevant tax year, Overpayment Relief extends your chance to correct those errors — up to four years from the end of the tax year in which the overpayment occurred.
It’s an important lifeline for taxpayers who uncover old miscalculations or forgotten deductions that could entitle them to a refund.
You might qualify for Overpayment Relief Claim if:
You reported income that was taxed twice or not supposed to be included.
You didn’t claim all your allowable expenses or missed out on specific tax reliefs.
HMRC processed your return using incorrect figures or assumptions.
You didn’t submit a return but later discovered that you were actually owed a refund.
These common scenarios often lead to taxpayers unknowingly overpaying, which can be fixed — even if the regular window for amendments has closed.
Navigating Overpayment Relief can be complex, but that’s where we come in. At Spondoo, we handle everything — from reviewing your original return, identifying overpaid tax, and preparing a compliant Overpayment Relief claim to submitting the necessary representations to HMRC. Our experienced team ensures every claim is well-documented, increasing the chances of a successful outcome.
Our skilled team increases your chances of reclaiming your money — quickly, efficiently, and with peace of mind.
Though Overpayment Relief gives you more breathing room, it's still time-sensitive. HMRC must receive your claim within four years of the end of the relevant tax year. So, while you’ve got extra time, you don’t have forever.
📞 Contact Spondoo Accountants today to see if you could be due a tax refund — even if you missed the two-year window. We're here to help you recover what’s rightfully yours.
