Self assessment tax repayments - do you have to phone HMRC to get them processed?

 We have had some reports of self assessment tax repayments being inhibited, and only released when a call is made to HMRC. We are concerned that there may be delays in processing refunds and would like to hear your experiences. If the problem is widespread we want to give feedback to HMRC.


Repayments arising from online filing of self assessment returns may be inhibited (ie stopped) for a variety of reasons, and HMRC staff have to look at them before they can be released.


In one report a member told us that when they telephoned the agent dedicated lines to chase an inhibited repayment for a client, they were informed that contact centre staff are not allowed to say why the repayment has been inhibited.


For more information

Tax Faculty members can find more information about repayments and why they may be inhibited in TAXline briefings: March 2009 “Where is my repayment?” and June 2009 “More about delayed repayments”


The HMRC Self Assessment Manuals has information at SAM113010 – Repayments: repayment work lists: w030 inhibited automatic repayments work list


Have you had the same experience recently?

If so please post a comment indicating:


  • The type and amount of the repayment
  • If the repayment was released only following a call to HMRC, and
  • Why the repayment was withheld, if known


  • Similar situation with non SA Return refunds. HMRC advised me that I did not need to complete a Tax Return and asked me to provide them with information showing a refund of about £2k was due. This was sent to HMRC some time ago. As I had no response, I tried calling them. After a long wait for an operative to answer the phone, I was taken through their security checks. HMRC told me I failed the checks and refused to talk to me. They wouldn't tell me which checks I failed. I provided them with the correct information so the details they have on file must be incorrect. I have written to them with the security information requested (NI number, name, address, DOB, employer & home phone number) to enable them to correct their information. I wonder how common it is for taxpayers to fail these checks?

    I have also submitted a 64-8 appointing myself as my own tax agent in the hope it might be easier to speak with them using the dedicated agent line!

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