Advertisement
🇬🇧 UK · 2025/26 & 2026/27 · Free guide

P60 Explained — What It Is,
How to Read It & Claim a Refund

Over 5.6 million UK workers overpaid tax last year. Your P60 holds the answer to whether HMRC owes you money. Here's everything you need to know.

Issued by 31 May each year Keep for at least 4 years Accepted as proof of income

What is a P60?

A P60 is an official HMRC document that summarises your total pay and tax deductions for the entire tax year (6 April to 5 April). Your employer is legally required to give you a P60 by 31 May every year — whether on paper or digitally through payroll software.

It is not a tax return. It does not mean you owe HMRC anything. It is simply a record — but a very important one. It's the document that tells you whether the right amount of tax was collected from your pay throughout the year, and it's widely accepted as proof of your employment income.

🏠
Mortgage applications
Most lenders ask for 2–3 years of P60s alongside payslips.
📋
Benefits & tax credits
DWP and HMRC use P60 income figures when assessing entitlements.
💰
Tax refund claims
You need P60 figures to calculate whether you overpaid tax.
🎓
Student finance
Student Finance England uses income from your P60 to assess repayments.

How to read your P60 — box by box

P60 formats vary slightly between employers and payroll systems, but every P60 contains the same core information. Here's what each section means:

Total for year (Pay)

Your total gross earnings from this employer in the tax year — before any tax or NI was deducted.

💡 If you have multiple employers, each issues a separate P60. Add them together for your total annual income.

Total for year (Tax deducted)

The total income tax deducted from your pay across the full tax year via PAYE.

💡 This is the figure to enter into our tax rebate calculator below.

Final tax code

The PAYE tax code applied to your pay at the end of the tax year — usually 1257L for standard taxpayers.

💡 If this shows BR, 0T, or ends in W1/M1, you may have been on the wrong code and overpaid tax.

National Insurance contributions

The total employee NI (Class 1 primary) deducted from your earnings during the year.

💡 NI paid during the year builds your record toward the State Pension. You need 35 qualifying years for the full State Pension.

National Insurance number

Your unique NI number (format: two letters, six digits, one letter — e.g. AB123456C).

💡 Check this matches your records. If you don't have an NI number yet, see our guide for new UK workers.

Statutory payments (SMP/SPP/SSP)

Any statutory maternity, paternity or sick pay paid to you in the year — this is included in total pay.

💡 Statutory payments are taxable income and are included in your gross pay figure.

Free calculator

Check your P60 for a refund

Enter your figures from your P60 below. We'll compare what you paid against what you should have paid and tell you instantly if HMRC owes you money.

£

Find this on your P60 (Box 'Total for year') or final payslip of the tax year.

£

Box 'Tax deducted' on your P60.

Standard code is usually 1257L.

Estimated Tax Verdict

You may have overpaid by £515.80

Based on the figures provided, it looks like you paid more tax than necessary. You might be due a tax rebate from HMRC.

Tax you should have paid£3,484.20
Tax you actually paid£4,000.00
DifferenceRefund of £515.80
How to claim your refund →

Why you might have overpaid tax

The PAYE system assumes your income stays the same every month. When it doesn't, the system can apply more tax than you actually owe. The most common reasons for overpaying:

Emergency tax code at a new job+

If you started a new job without providing a P45, HMRC may have applied an emergency code (BR or 0T) that taxes all earnings with no personal allowance. This is the single biggest cause of overpayments.

Only worked part of the tax year+

If you were unemployed, on maternity leave, or started working partway through the year, you may not have used your full £12,570 personal allowance — meaning you paid tax on income that should have been tax-free.

Multiple jobs with a wrong code on one of them+

Your main job should have your full personal allowance (1257L). A second job should be on BR. If your allowance was split incorrectly across both jobs, you may have overpaid on one of them.

A bonus that pushed you into a higher band temporarily+

A large one-off bonus payment can temporarily bump your apparent monthly income into the 40% band. PAYE should self-correct over subsequent months, but if the bonus came in March, there may not be enough months left in the year.

Pension contributions not applied correctly+

If you contribute to a workplace pension via salary sacrifice or a net-pay arrangement, your taxable income should be reduced. If your payroll didn't apply this correctly, you could have paid too much tax.

How to claim a tax refund using your P60

If our calculator suggests you've overpaid, here are your options:

1

Wait for a P800 from HMRC (automatic)

HMRC reviews most PAYE records after the tax year ends and sends a P800 letter between June and October if they believe you overpaid. The letter explains how to claim online (usually by bank transfer) or by cheque.

2

Claim online via your Personal Tax Account

Log in at gov.uk/personal-tax-account. If a refund is showing, you can claim it directly to your bank account — often paid within 5 working days. This is faster than waiting for a P800.

3

Call HMRC Income Tax helpline

Call 0300 200 3300 (Monday–Friday 8am–6pm) with your P60 to hand. HMRC can process a refund over the phone or confirm if one is due. Have your National Insurance number ready.

4

Submit a Self Assessment return (if required)

If you earn over £100,000, have untaxed income, or have been asked to file, your refund will be calculated as part of your annual return. You have until 31 January to file online.

⏱ 4-year time limit

You can only claim overpaid tax from the previous 4 tax years. In July 2026, this means you can claim for 2022/23, 2023/24, 2024/25 and 2025/26. After that, the claim is time-barred.

P60 vs P45 — what's the difference?

📄 P60

  • Issued to you every year by 31 May
  • Covers the full tax year (6 Apr – 5 Apr)
  • Only from employers you still work for on 5 April
  • Used for mortgage, tax credits, refund claims
  • Does NOT replace a P45 when you leave

📋 P45

  • Issued when you leave a job
  • Covers 6 April to your leaving date only
  • You give Part 2 & 3 to your new employer
  • Used to get the right tax code at a new job
  • Prevents being put on emergency tax
P45 Explained →P11D Explained →

Been on the wrong tax code?

If your P60 shows a BR, 0T, or emergency code, you may be owed a refund going back 4 years. The average claim is over £1,600.

Check your refund →Fix your tax code

Frequently asked questions

When should I receive my P60?+
Your employer must issue your P60 by 31 May each year, following the end of the tax year on 5 April. So for the 2025/26 tax year (which ended 5 April 2026), you should have received your P60 by 31 May 2026.
What happens if I lose my P60?+
You can ask your employer for a duplicate or replacement P60 — they are required to provide one. Alternatively, you can view your pay and tax figures in your HMRC Personal Tax Account at gov.uk/personal-tax-account, where your end-of-year figures are stored.
Do I get a P60 if I leave my job mid-year?+
No. You only receive a P60 from an employer you are still working for on 5 April (the last day of the tax year). If you left a job before 5 April, you receive a P45 instead, which shows the pay and tax up to your leaving date.
Can I use my P60 as proof of income?+
Yes. A P60 is widely accepted as proof of income and employment earnings. Mortgage lenders, banks, HMRC, and benefits offices all accept a P60. Keep all your P60s — lenders sometimes ask for two or three years of history.
What if the figures on my P60 look wrong?+
If you think your P60 has incorrect figures, contact your payroll department or HR team first — they may have made an error and can issue a corrected P60. If you believe HMRC has applied the wrong tax code, contact HMRC on 0300 200 3300 or via your Personal Tax Account.
What is the difference between a P60 and a P45?+
A P60 is an end-of-year summary issued to employees who are still employed on 5 April. A P45 is issued when you leave a job mid-year, and shows your cumulative pay and tax up to your leaving date. You only get a P60 from your current employer; you get a P45 from any employer you leave during the year.
How far back can I claim a tax refund using my P60?+
You can claim overpaid tax going back up to 4 tax years. So in July 2026, you can claim for tax years 2022/23, 2023/24, 2024/25 and 2025/26. Claims older than 4 years are not accepted by HMRC.
Advertisement