IMPORTANT! This is MoneySavingExpert's open forum - anyone can post

Please exercise caution & report any spam, illegal, offensive, racist, libellous post to forumteam@moneysavingexpert.com

  • Be nice to all MoneySavers
  • All the best tips go in the MoneySavingExpert weekly email

    Plus all the new guides, deals & loopholes

  • No spam/referral links
or Login with Facebook
P87 'Review'
Closed Thread
Views: 8,669
Thread Tools Search this Thread Display Modes
# 1
yakyak
Old 19-03-2012, 10:50 AM
MoneySaving Convert
 
Join Date: Oct 2006
Posts: 59
Default P87 'Review'

I recently submitted a number of P87 forms to HMRC in Liverpool. A number of people in my office also did the same. The purpose was to claim the tax back on some mileage, where we were paid 22p per mile, but were taxed as recieving 40p per mile.

My colleagues have had a turnaround within about 4 weeks, and have had their tax code changed, plus have received lump sum refunds.

I sent my forms off in the first week of January 2012. When I call the PAYE helpline, all I get from the operator is that my claim has gone for review, and that there is no timeframe for this to be resolved. I just am asked to ring back in weeks/months time.

Surely there must be some turnaround time for cases in this state. When I asked what going for 'Review' actually meant, non of the operators could explain what it is. Does anybody know? Is it some sort of management review for quality control of decisions?

Thanks
yakyak is offline
Report Post
# 2
Skint yet Again
Old 19-03-2012, 11:11 PM
Serious MoneySaving Fan
 
Join Date: Jan 2012
Posts: 1,424
Default

Did any of your claims exceed 2500 a year? If so this may be the reason for the delay as you should have asked for a self assessment Tax return instead....
Skint yet Again is offline
Report Post
# 3
cardia
Old 21-03-2012, 12:52 PM
MoneySaving Newbie
 
Join Date: Jan 2012
Location: Lancashire
Posts: 12
Default

I've done this as well for 2009/10 as i didn't get paid allowance working as a HCA, which meant traveling to different places for each shift. I sent my form in January, and got a letter on 16th Feb stating it was being dealt with and will aim to contact me by the 17th March..... well i haven't heard anything, i have called and asked if theres any information, which of course they don't. An e-mail was sent to the department dealing with my claim by one of the call center staff, but apparently that takes up to 3 weeks to process as well...

I'll try and keep you updated, i don't understand why it takes so long for an update, especially when they sent me a letter stating they will contact me.

extremly frustrating
cardia is offline
Report Post
# 4
kevsvh69
Old 29-03-2012, 1:26 PM
MoneySaving Newbie
 
Join Date: Jan 2010
Posts: 2
Default

Quote:
Originally Posted by cardia View Post
I've done this as well for 2009/10 as i didn't get paid allowance working as a HCA, which meant traveling to different places for each shift. I sent my form in January, and got a letter on 16th Feb stating it was being dealt with and will aim to contact me by the 17th March..... well i haven't heard anything, i have called and asked if theres any information, which of course they don't. An e-mail was sent to the department dealing with my claim by one of the call center staff, but apparently that takes up to 3 weeks to process as well...

I'll try and keep you updated, i don't understand why it takes so long for an update, especially when they sent me a letter stating they will contact me.

extremly frustrating
Exactly the same situation here. Sent in 2 P87 forms in January, sent a letter beginning of Feb saying Bournemouth office was dealing with it and they would aim to contact me by 15th March, nothing. Phone two days later to be told there was nothing on the computer about it. What does that even mean! She said she would send an email but there was a 15day turnaround on this. Almost 15 days later guess what - still nothing! Time for another 20mins on hold and a snotty phonecall methinks!
kevsvh69 is offline
Report Post
# 5
cardia
Old 29-03-2012, 1:33 PM
MoneySaving Newbie
 
Join Date: Jan 2012
Location: Lancashire
Posts: 12
Default

Called them again as its been nearly 2 weeks since i was supposed to have been contacted. Just spoke to a nice lady who imediatly said she would chase it and put in a complaint, which means i should get a call in the next 2-5days.... we'll see how it goes.
cardia is offline
Report Post
# 6
chrismac1
Old 29-03-2012, 9:53 PM
Serious MoneySaving Fan
 
Join Date: Sep 2010
Location: Cumbria
Posts: 1,964
Default

HMRC definition of Review is different to OED definition:

Review = we spend ages pratting about, ideally go to sleep for months and / or lose our records of the matter, hopefully the taxpayer either gives up or dies during this period.

Complaint = we wake up and almost up our game to the professional standards of the rest of the country, still behave in a jobsworthy fashion but at least take less than 6 weeks to reply to a letter, and at least don't dare to lose all our records of the matter.
Hideous Muddles from Right Charlies
chrismac1 is offline
Report Post
The Following User Says Thank You to chrismac1 For This Useful Post: Show me >>
# 7
FlacosFloozie
Old 29-03-2012, 10:15 PM
MoneySaving Stalwart
 
Join Date: Dec 2011
Posts: 376
Default

Similar here, I sent P87 forms to Liverpool in feb then got at letter from Glasgow in march telling me they've now gone to Bournemouth and I should hear something by the next tax year. Why not just tell me to send them there in the first place?
Debt free 31.07.14
Save 12K in 2014 no 61 4146.30/8000 (51%)

Payment a Week 2014 1593.42 2013 1038.60 Crazy Clothes Challenge 235/365

FlacosFloozie is offline
Report Post
The Following User Says Thank You to FlacosFloozie For This Useful Post: Show me >>
# 8
Skint yet Again
Old 31-03-2012, 12:24 PM
Serious MoneySaving Fan
 
Join Date: Jan 2012
Posts: 1,424
Default

1. P87 to Liverpool po box address. this appears to be a sorting office for PAYE post in and out of HMRC

2. P87 basic review by officer checking figures not estimated and arithmetical check done

3. P87 for multiple years have to be sent to technical support for a full review (possibly not in same office as original officer at point 2)

http://www.hmrc.gov.uk/manuals/pommanual/paye80010.htm

Only timescale appears to be for "a reply" to original P87 - not necessarily the repayment - and if the call centre send internal communications to chase up (3 weeks)

Last edited by Skint yet Again; 31-03-2012 at 12:26 PM. Reason: spelling
Skint yet Again is offline
Report Post
# 9
chrismac1
Old 31-03-2012, 2:40 PM
Serious MoneySaving Fan
 
Join Date: Sep 2010
Location: Cumbria
Posts: 1,964
Default

The HMRC postal system is designed to maximise randomness and the chances of lost mail. For example, post addressed to several tax offices in the Midlands goes via Cardiff.

No doubt senior management can spout various motherhood statements about why this is. What is not in doubt is that whole van loads of mail have got lost in transit, there is a small army of couriers ferrying this stuff around.

Like most accountants, I exhaust all other possible methods before writing to them. Just this week the VAT registration folk asked me for a document I sent 2 months ago, and which my client sent at least once last month. So they rang up to get it sent at best a third, at worst a fourth time.

I said "Why not ask me for the information and I'll give it to you right now over the phone?" She refused, "not in our procedures".

I said "My client will only ever pay VAT to you. We have evidence we've sent you this stuff three times. We've got better things to do than send it again. Do you want your VAT cash receipts becuase we are quite happy if you don't want us to register?"

She thought about this and then said "Okay I will go ahead with the registration."

You could argue this is off topic. I am posting it becuase it shows that if you can work out the right pressure points and apply the pressure there, you can get them to move their arrsess sometimes.
Hideous Muddles from Right Charlies
chrismac1 is offline
Report Post
# 10
suso
Old 31-03-2012, 9:44 PM
MoneySaving Stalwart
 
Join Date: Dec 2008
Posts: 525
Default

Quote:
Originally Posted by chrismac1 View Post
The HMRC postal system is designed to maximise randomness and the chances of lost mail. For example, post addressed to several tax offices in the Midlands goes via Cardiff.

No doubt senior management can spout various motherhood statements about why this is. What is not in doubt is that whole van loads of mail have got lost in transit, there is a small army of couriers ferrying this stuff around.

Like most accountants, I exhaust all other possible methods before writing to them. Just this week the VAT registration folk asked me for a document I sent 2 months ago, and which my client sent at least once last month. So they rang up to get it sent at best a third, at worst a fourth time.

I said "Why not ask me for the information and I'll give it to you right now over the phone?" She refused, "not in our procedures".

I said "My client will only ever pay VAT to you. We have evidence we've sent you this stuff three times. We've got better things to do than send it again. Do you want your VAT cash receipts becuase we are quite happy if you don't want us to register?"

She thought about this and then said "Okay I will go ahead with the registration."

You could argue this is off topic. I am posting it becuase it shows that if you can work out the right pressure points and apply the pressure there, you can get them to move their arrsess sometimes.
chrismac once again picks up the stick by the wrong end.

quote 1, "HMRC is designed to maximise randomness"
HMRC for individuals has 3 postal address,
1 - HMRC, PO Box 1970, Liverpool, L75 1WX - all postal enquiries
2 - HMRC, Self Assessment, PO Box 4000, Cardiff, CF14 8HR - sending paper tax returns
3. - HMRC Netherton - for returning Short Tax Returns

show me where this is randomness ?

"You could argue this is off topic."
Its not a argruement, it quite simply off topic, like most of your posts,

chrismac, either remember grown ups are using the computer and as its a school night ask mumys permission before you use the computer.
He's not an accountant - he's a charlatan
suso is offline
Report Post
# 11
cardia
Old 13-04-2012, 1:47 PM
MoneySaving Newbie
 
Join Date: Jan 2012
Location: Lancashire
Posts: 12
Default

so i got my call back from HMRC, all she had to say was a letter had been posted second class, she had no further information then that...

My letter came through and it was a request for further information, 3 months after originally sending my P87.

Even though i offered to send this info in with my original form and was told it wouldn't be needed.

Information requested was:
  • exact starting and finishing locations of each place you haver visited on business.
  • reason for each business journey
  • distance travelled
  • location of permanent workplace and wwhether worked in a defind geographical area
  • job description
  • confirmation that the claim doesn't relate to travel between home and a permenant workplace
  • details of the amount of any contribution that your employer makes towards your mileage costs (even though this is in the P87!)
They also stated:
'you cannot claim mileage for ordinary commuting. This is the journey an emplyee makes on most days between their home and their permanent workplace. We view a workplace as being permanent if the employee has spent, or is likely to spend, 40 per cent or more of their working time at that workplace over a continuous period that lasts, or is likely to last, more than 24 months.'

They provided a number: 01202 585019. I spoke to a gentlemen who was very good and gave me the fax details to send the information straight away. When calling back the next day to ensure the fax had been received i spoke to a few not very helpful people.

So here i go waiting again to see if i will get a refund...
cardia is offline
Report Post
Closed Thread

Bookmarks
 
 




Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off

 Forum Jump  

Contact Us - MoneySavingExpert.com - Archive - Privacy Statement - Top

Powered by vBulletin® Copyright ©2000 - 2014, Jelsoft Enterprises Ltd.

All times are GMT +1. The time now is 1:25 AM.

 Forum Jump  

Free MoneySaving Email

Top deals: Week of 22 October 2014

Get all this & more in MoneySavingExpert's weekly email full of guides, vouchers and Deals

GET THIS FREE WEEKLY EMAIL Full of deals, guides & it's spam free

Latest News & Blogs

Martin's Twitter Feed

profile

Cheap Travel Money

Find the best online rate for holiday cash with MSE's TravelMoneyMax.

Find the best online rate for your holiday cash with MoneySavingExpert's TravelMoneyMax.

TuneChecker Top Albums

  • ED SHEERANX (DELUXE EDITION)
  • SAM SMITHIN THE LONELY HOUR (DELUXE EDITION)
  • VARIOUS ARTISTSNOW THAT'S WHAT I CALL MUSIC! 88

MSE's Twitter Feed

profile
Always remember anyone can post on the MSE forums, so it can be very different from our opinion.
We use Skimlinks and other affiliated links in some of our boards, for some of our users.