TaxSimba — Self Assessment Refund Pending: What to Check Before Chasing HMRC
Preparation worksheet

Optional offline planning aid, not a tax return or filing confirmation.
Keep completed notes securely; never include passwords or one-time codes.

WORK THROUGH THIS EXAMPLE
Keep the return calculation, repayment request, HMRC account status and bank receipt as separate evidence. A credit can still be under review or set against another liability. Before chasing, identify the last completed stage and use the current official enquiry route.

DECISION TO RESOLVE
Has repayment actually been issued, or is the account only showing a credit?

YOUR POSITION
Relevant year and source: ____________________
Evidence supporting your answer: ____________________
Missing item and who will obtain it: ____________________
Deadline or next review date: ____________________

1. Save the submitted calculation and filing reference.
Notes: ______________________________

2. Download the current account statement.
Notes: ______________________________

3. Record the repayment request date and status.
Notes: ______________________________

4. Check bank details securely and retain correspondence.
Notes: ______________________________

5. Coordinate one evidence-based follow-up when appropriate.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/self-assessment-refund-pending
Check the current guide and official sources before relying on a deadline or process.