What do you need for stamp duty refund

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Greg Dickson

Greg Dickson, Director of Thomtax, offers expert tax solutions since 1995, blending seasoned strategies with a personalized touch for each client's unique needs.

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If you’re looking to claim a Stamp Duty Land Tax (SDLT) refund in the UK, then there are certain pieces of information and documents you need to provide. This will vary depending on the reason for your refund, but generally speaking, you need the following:

Your personal details – full name, address, contact number and email address;

Details of the transactionproperty address, date of purchase and purchase price, as well as the SDLT Unique Transaction Reference Number (UTRN);

SDLT return and payment information – a copy of your original Stamp Duty return, amount paid, and the date payment was made;

The reason for your refund claim – provide a clear explanation as to why you are looking for a refund, such as overpayment or multiple claim, you may need extra documentation from a conveyancer or proof of sale of a previous main residence;

Bank details – enter in your bank account name, sort code and account number if the refund is successful.

To make sure your claim is valid, you must submit it within the specified timescales – these will vary depending on what you are claiming for. You can submit your claim to HM Revenue and Customs (HMRC) via Thomtax. Follow these steps and you’ll be well on your way to claiming back any taxes you may be owed. Good luck!

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