HMRC has a range of checkers and calculators to ensure you’re paying the right amount of tax or getting all the benefits that you are entitled to. Below is a list of the calculators and other services, as well as how they work.
HMRC Income Tax Calculator
HMRC has two calculators for income tax- one to check if you have overpaid tax, and the other to predict how much tax you will be paying this year.
Tax checker- to check you’re paying the right amount of income tax
You must enter your income for the year before tax, as well as how much tax you paid. The calculator will then tell you if you have overpaid. It won’t tell you if you have underpaid however, only that you are not due a refund.
You can use the checker to work out if you may be due a tax refund if all of the following apply:
You were born after 5 April 1938
You are a basic rate (20%) or higher rate (40%) taxpayer
You get the basic Personal Allowance of £10,600 (2015 to 2016 tax year.
HMRC Tax Calculator
Use this to estimate how much National Insurance Contributions and Income Tax you can expect to pay on your earnings. The calculator is aimed at those who use the PAYE (pay as you earn) system.
Self Assessment Tax Bill Budgeter
If you are self employed, use this tool to budget for your next self assessment tax bill.
Get help with your self assessment by calling this number.
Calculate your leave when you have a child
Use this tool to find out if you can get maternity/paternity or shared parental leave. You will need to know your employment status, the date you started/finished work, how much you earn and when you want your leave to start.
Find out if you qualify for maternity allowance by calling this number.
HMRC has a tool which you can use to find out if you qualify for either working tax or child tax credits.
If you want to find out if you qualify for tax credits, contact the tax credit helpline.
HMRC does not have it’s own benefits calculator, but you can use an independent one such as Turn2Us or Entitledto to see if you are eligible for any welfare benefits that you are not already receiving.
You can’t use the calculators if you are under 18 and they won’t give accurate information if you are a prisoner or student.