You can see the current stage of your claim at any time by signing into your portal at app.taxpro.co.uk.
What each status means
Open your claim at app.taxpro.co.uk. Your Home screen shows where your claim is, and the Claim tab shows a short label.
In progress: you have tasks still to finish. Finish them so you can submit.
Ready to submit: every task is done. Tap Submit my claim, confirm five short statements, and submit for review.
In review ("Claim under review"): our accountant is checking your claim before anything goes to HMRC. Most reviews finish within 5 working days.
In review ("Claim approved"): our accountant has approved your claim and we are preparing your estimate. It comes once HMRC confirms TaxPro as your agent, typically 4 to 8 weeks. Nothing to do until we text you.
Approve estimate ("Your estimate is ready"): open your claim, check the figure and tap Approve estimate. We then ask you to confirm it is you and where to pay your refund.
Filing ("Estimate approved"): you have approved. We file your return with HMRC within 2 working days.
Filed ("Filed with HMRC"): your return is with HMRC. HMRC usually pays 7 to 14 days after filing, and we pay you the next working day.
HMRC query ("HMRC has a question"): HMRC asked for more detail. Our accountants answer it; we message you if we need anything from you.
Paid: your refund has been sent to your bank. Allow 1 to 3 working days for it to show.
Unsuccessful ("Claim closed"): your claim has been closed. The screen says why. If you are unsure, message our team and we will explain.
My claim looks stuck on the same stage
The most common reason a first-time claim sits still is HMRC processing the registration and authorisation paperwork in the background — this is handled by us, so there is usually nothing for you to do except make sure your app steps are complete. There is one exception that does need action from you.
Your HMRC registration was rejected because your address doesn't match
If you've had an email or letter from HMRC saying they can't process your Self Assessment registration because your details don't match their records, it is nearly always the address.
HMRC compare the address on the application against the address they already hold for you. If you've moved and HMRC still has your old address, the two won't match and the registration is rejected.
How to fix it:
Check the address HMRC holds for you. Open the HMRC app and tap Your details, or sign in at gov.uk/personal-tax-account and open Menu → Profile and settings.
If you can still receive post at the address HMRC holds, the quickest fix is to change the address on your TaxPro application to match HMRC exactly. Tell us and we can update it for you.
If that address is no longer yours or you can't receive post there, update your address with HMRC first (in the HMRC app or your Personal Tax Account), then tell us so we can match your application to it.
Once the two match, tell us and we'll re-submit the registration straight away.
How long the whole thing takes
First-time HMRC set-up (handled by us in the background): commonly 6 to 10 weeks
Our review: most finish within 5 working days
HMRC processing after we file: usually 7 to 14 days
Payment to your bank after HMRC pays: the next working day, showing within 1 to 3 working days
Most claims are paid 10 to 14 weeks after you sign up. Once HMRC repays us, we pay you the next working day.
If your claim looks stuck, or you're unsure what a stage means, message our team — we'll check your account and tell you exactly what's holding it up.