In this article, we’ll provide a detailed breakdown of the P85 form and specific step-by-step details of the information required.
What is a P85 form?
A P85 form is a form that you need to complete if you’re leaving the UK permanently or for a period of time that’s longer than a tax year. The form tells HMRC that you’re leaving and provides them with the information they need to determine whether you’re entitled to a tax refund.
Step-by-step guide to filling out a P85 form
Section 1: About you
This section asks for basic personal information such as your name, date of birth, and National Insurance number. You’ll also need to provide your contact information, including your address in the UK and your forwarding address.
Section 2: Leaving the UK
In this section, you’ll need to provide details about your departure from the UK. You’ll need to provide the date you left or the date you plan to leave, the reason for leaving, and the country you’re moving to.
Section 3: Employment
In this section, you’ll need to provide information about your employment in the UK, including the name and address of your employer, your job title, and the date you started and finished working for them. If you have more than one employer, you’ll need to provide information about all of them.
Section 4: UK income tax
This section asks whether you’ve paid UK income tax for the current tax year and whether you expect to earn any further income from UK sources after you leave. You’ll also need to provide your tax reference number, which you can find on any tax-related correspondence from HMRC.
Section 5: Claiming tax relief or a refund
In this section, you’ll need to provide details of any tax relief you’re entitled to claim or any tax refund you’re owed. This might include things like overpaid tax, tax credits, or a personal allowance. You’ll also need to provide your bank account details so that HMRC can make the payment to you.
Section 6: Declaration
In this section, you’ll need to sign and date the form to confirm that the information you’ve provided is correct and complete. If you’re filling out the form on behalf of someone else, you’ll also need to provide your own details in this section.
Submitting your P85 form
Once you’ve completed your P85 form, you’ll need to send it to HMRC. You can do this by post or by submitting the form online through the government’s website. It’s important to keep a copy of the form for your records in case you need to refer to it in the future.
Conclusion
Filling out a P85 form is a simple and straightforward process, but it’s important to provide all the necessary information to HMRC to ensure that you’re entitled to any tax refunds you may be owed. By following the step-by-step guide outlined above, you should have everything you need to complete the form accurately and efficiently.