If this is your first tax rebate with us, HMRC needs to set you up on their system before we can submit your claim — and HMRC still does this by post. Here is exactly what to expect, so nothing takes you by surprise. 📬
Letter 1: your UTR
We register you with HMRC. HMRC then posts you a letter containing your UTR (Unique Taxpayer Reference) — a 10-digit number.
Typical wait: 2 to 3 weeks, occasionally longer during busy periods.
As soon as it arrives, add the UTR to your TaxPro account (log in and follow the prompt, or use the link in our reminder email). The sooner we have it, the sooner we can move to letter 2.
Letter 2: your authorisation code
Once we have your UTR, we ask HMRC for permission to act on your behalf. HMRC posts a second letter containing an authorisation code (SA followed by 8 digits).
Typical wait: 7 to 10 working days. The code expires 30 days after it is issued, so enter it in your account as soon as it lands.
How long overall?
For first-time claimants the set-up commonly takes 5 to 8 weeks, because both letters travel by post — and it moves at the speed you do. Enter each number the day its letter arrives and you will get through it as fast as anyone can. Once set-up is done, submitting your claim and receiving your refund is much quicker — and if you claim again in future years, none of this needs repeating. ✅
How to keep it moving
Open all post from HMRC straight away — the envelopes are plain.
Enter the UTR and the code the day they arrive.
Check the address in your TaxPro account is your current home address.