Self-Assessment Advice UK Expat

Self-Assessment Advice UK Expat

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Discussion

theclutch

Original Poster:

1,112 posts

159 months

Wednesday 25th May 2022
quotequote all
Good afternoon all,

I wonder if anyone has some information about how to proceed with the below situation.

I am currently living and working in Germany and am thus non-UK tax resident. I left for Germany in June 2021 and at the time submitted a P85 to receive a tax refund on my April 2021 payslip as there was overtax linked to the tax-free allowance.

In February 2022, I received a bonus from my UK employment paid into my UK account via PAYE and thus paid UK tax on that amount. After calculating the required tax due on UK earnings in the period I can see I have overpaid by about £3000.

My understanding is that with non-tax resident status, I cannot submit the usual tax resident self-assessment form.

Does anyone therefore know which process I must go through to claim back the overpaid tax?

Thank you in advance for any insight.

LeighW

4,391 posts

188 months

Wednesday 25th May 2022
quotequote all

GT03ROB

13,262 posts

221 months

Wednesday 25th May 2022
quotequote all
You will need to complete your normal self assessment form as you are tax resident for part of 21/22. You then need to complete the overseas form & claim split year treatment from when you left.

Remember you need to stay non-resident until 6th April 2023 or you will not be non-resident even for 21/22