Claiming PAYE Tax from previous years

vix11_2

Hi I'm in a messed up confused situation which leads me to believe I've been over paying tax since back to 2000.

Anyway I came across this thought because it has become evident that the job I had from Aug 2003 to Dec 2007 I have been paying too much. And I only just realized this. I suppose there is not much I can do about the job I had before this one but how do I go about claiming overpaid tax in the following situation.

So I started a job from Aug 2003 to Dec 2007 only having worked f/t for the first 4-6 weeks then working p/t for 17.5HRS. The tax I have been paying has always been around/above £120 pm which has to be wrong. My annual income was only around £6400 and I have always been on BR tax code.

Since this job I have briefly been on Jobseekers (JSA) then found a job and was unemployed again. I now have casual work while I am looking for perm work but not claiming JSA. The casual work is neither here or there. I haven't worked for weeks and this month they've called me in but not because they need me, but so that I can refresh and keep up to date, but i'm not complaining - it's work!

I rang the tax office and the officer was nice, which I wasn't expecting, but somehow I don't think I was advised right. I was told she'll send me a P50 but when I read this online it seems to be for claiming back tax for adjustment purposes like if you stop working for part of the year they credit you with the balance of overpaid tax for that period only. But what about my situation? I need to claim back for the period Aug '03 to Dec '07. I am so confused!

Any bit of advice, thats a bit clear (as I am expecting a lot of hassle anyway for this) will be fab. As I only just realised this I am dreading walking into the tax office to be faced by massive queues and rushed (and possibly inapproriate adivce) due to it being the end of tax year. this is why I turned to this site as it has always helped me with financial stuff and great ideas etc. :money:

Thanx in adance.

fengirl_2

You simply need to write a letter to your tax office pointing out that you have been on code BR when you only ha one job. You could attach a schedule to your letter detaling all your jobs and periods of JSA claim so they can be sure they have a full picture of what you have been doing.
You can only go back 6 years, so you have lost a couple of years' repaymets.

Mikeyorks

vix11 wrote: »

Since this job I have briefly been on Jobseekers (JSA) then found a job and was unemployed again. I now have casual work while I am looking for perm work but not claiming JSA.

I'm a bit confused as well .............. as it doesn't sit comfortably against this post of yours 25th Nov 08 :-

I'm looking to get a car to do a 25 mile round trip a 3-4 days a week to my PT job [BTW I do have a FT daytime job]. So that's less than 6k a year inc any extra SDP use of the car.

I realise that's outside the period you are questioning. But if you're regularly running 2 x jobs ..... that could be where the BR originates.

ukric

Before you send anything in to HMRC I would advising calling them. Tell them you want to have the tax years 03/04 to 08/09 assessed. Then ask them if there are any periods of time on the records that are unaccounted for that you would need to provide information for, also whether they need any P45s or P60s to be sent in.

You are right about the P50 for two reasons, entirely inappropriate , a P50 is an in year repayment claim form. It's so close to the end of the tax year it's not going to be 'in year' by the time it's be dealt with. Secondly and more importantly, you're still in employment if you're still with the casual employer (even if you're not currently receiving pay from them)

If all the information needed for a particular year is already on file then you can ask the tax office to assess this without having to send anything further in, for the years where there are something missing it's like fengirl said, send in a letter, with the information needed stating that you're sending it in for an assessment to be done.


HTH

amersall

i claimed four years tax back by writing a letter with only two p60s and various payslips from the years, and just asked could they please look into this for me as i may be paying incorrect tax. six weeks later i recieved a refund for 987 pounds and a correct tax code. thats all it took, if you have two jobs as i did just ring your local tax office and based on what you earn in each job your tax allowance will be allocated over the two jobs so that if you do have to pay tax you pay the correct amount

vix11_2

Mikeyorks wrote: »

I'm a bit confused as well .............. as it doesn't sit comfortably against this post of yours 25th Nov 08 :-

I realise that's outside the period you are questioning. But if you're regularly running 2 x jobs ..... that could be where the BR originates.

Hi Miikeyorks, this was when I I found ft work in Nov, and a bit later confirmation that I had passed the int for a pt job (which they told me later it was casual). However both jobs were to start w/c on 1st dec (the induction for casual was on 2nd). I asked my ft employer well in advance b4 starting, if I could have the 2nd off under the circumstances and they said no and I'll have to rearrange. so my casual emp (who were not happy but were ok with it) changed my induction to jan. then when I requested that day off with ft emp (again well in advance), four weeks later and a week before my induction with the casual emp HR from ft emp said I couldn't have it off as they were delayed with my training. And they had the cheek to say I could have had the 2nd dec off anyway as we didn't actually have any training!:mad:

So anyway the induction had to get rearranged again and in the meanwhile I was not getting on with my new ft emp. the job was very very mundane and I was going crazy and plus they weren't allowing me to go pt as soon as I would have liked to have (which they initially said was ok) but I reckon they clocked on that I was looking to go elsewhere anyway and I wanted time off for interviews. And they messed up my pay paying me quarter at end of month and the rest a month after I left them! it was too much mental strain for me as the work wasn't challanging at all (if that makes sense). And maybe its because of this I am struggling to find work as I know I can get into admin/clerical and call centre work etc, but it does my head in. and because its my decision to not take these positions i'm not claiming JSA at the mo (plus i'm free loading off my fokes which helps but its kind of their fault that i'm in this situation cause I said no to an excellent job offer just cause they didn't like the idea and other reasons so I did it for them).

wow thats a lot sorry to ramble on.and go totally off the track ! (btw thanx for the effort to view my other posts to get a better idea (or more confused in my case) of my situation)

So really I've never had two jobs at the same time so i'm assuming the BR code was/is not suitable for me. I am classed as unemployed as my casual emploers state in their contract that I am not employed by them or contracted. I simply have a contract with them which says I can work offered shifts as when they become availbale.

Thanx fengirl, ukric and amersall. and thankx ukric for confirming my suspicion about the P50. What I'll do is get back onto the phone to them and if I reckon I've not been advised correctly again I'll write into them.

:Aonce again the wonderful world of forums has put my mind at ease. :beer:

harryhound

ukric wrote: »

Before you send anything in to HMRC I would advising calling them. Tell them you want to have the tax years 03/04 to 08/09 assessed.

January 09 was the deadline for 03/04 ?
[Unlike the rest of us HMRC is not subject to the normal 6 years statute of limitations?]

vix11_2

harryhound wrote: »

January 09 was the deadline for 03/04 ?
[Unlike the rest of us HMRC is not subject to the normal 6 years statute of limitations?]

It probably depends on how its worked out. I am hoping that using the following info I found, I'm still ok to claim year 03/04 up to Jan 2010. I went on the HMRC site and I think this time round I found what I was looking for. (I speant hours looking over the weekend and couldn't find anything!) Anyone interested/in similar situation can look half way down this page under title of 'How to reclaim PAYE overpayments - previous years'

:mad:blimmin spammers. I can't post the hmrc page link where I got the info. because I'm new, the site has to take measures to stop spammers from posting thier links! shame we have to live in this society of 'guilty till proven innocent!' because of small minorities cuaing nucense.

Anyway go to HMRC website and under 'individual and employees' click the link to 'incometax' then click 'tax refunds and reclaiming overpaid tax' then the first link 'reclaiming tax if you've overpaid through your job'.

Basically it says the following about the deadline;

'The time limit for making a claim is no later than 31 January five years after the end of the tax year (5 April) in which the overpayment was made. For example, a claim for the tax year 2002-03 ending 5 April 2003 must be made by 31 January 2009.'

I want from 2003-04 ending 5/4/2004 which means I should have till Jan 2010!:j
But I'm not going to tell my self thats pleanty of time cause knowing me I'll put it off untill the last week of Jan 2010, so i'm going to get on the ball right away.

harryhound

Good luck,

I went through the exercise for my elderly mother and because of the then 10% band got back about 400 GBP per year.

She thought it was some sort of magic money.