OverpaymentSense™ Options
Powered by SmartScanit Tax — choose how you want to proceed after your refund estimate. Whether you want a DIY pack, a guided review, or full preparation, we’ll help you take the correct next step.
One-off correction services • Amendment support • Overpayment Relief claim packs • SmartScanit guided options
Recommended after using the refund checker: if your estimate looks promising but you’re unsure how to proceed, the Assisted Review is usually the best next step. It confirms the correction method, checks the figures, and prepares the right route.
DIY
DIY Claim Pack
£49.99
Best for clients who want to prepare and submit their own correction using SmartScanit templates and guidance.
- Claim calculator worksheet
- Overpayment / amendment guidance
- Draft letter template
- Expense checklist
- Submission instructions
- Includes 1 month TaxSense™ portal access
Good option if you’re comfortable reviewing figures and submitting the correction yourself.
MOST POPULAR
Assisted Review
£199.99
Best for clients who want SmartScanit to check the figures, confirm the correction route, and prepare the core pack properly.
- Review of previous return figures
- Check for missed allowable expenses
- Amendment vs Overpayment Relief route confirmed
- Corrected calculation prepared
- Draft HMRC letter included
- Clear next-step guidance
Recommended if you want confidence that the figures and correction method are correct before sending anything to HMRC.
DONE FOR YOU
Full Pack Completion
£299.99
Best for clients who want SmartScanit to prepare the complete correction pack and provide a fully organised submission-ready bundle.
- Full correction calculation
- Complete draft claim / amendment pack
- Evidence checklist and structure
- HMRC-ready letter prepared
- Submission-ready pack guidance
- Priority handling
Ideal if you want the strongest level of support and don’t want to piece together the paperwork yourself.
How it works
OverpaymentSense™ is designed to help identify whether previous tax returns may be missing allowable expenses or require correction. Once your estimate is generated, you can choose whether to proceed yourself using a guided pack or use SmartScanit support for a more complete review and preparation service.
1
Run the refund check
Enter your figures, answer a few questions, and receive an estimate of possible refund opportunity.
2
Choose your support level
Select DIY, Assisted Review, or Full Pack Completion depending on how much help you want.
3
Prepare the correction
Use the pack yourself or let SmartScanit prepare the figures, draft letter, and correction route for you.
Important: SmartScanit provides software-led tools and structured preparation support. Claims are submitted by the taxpayer and outcomes depend on the accuracy of information provided and HMRC review. OverpaymentSense™ estimates are indicative and do not guarantee a refund.