do the tax office automatically refund overpayments?

nuttyp

Hi, the basics of my story are, i have 2 part time jobs. One is for 16hrs a week, min wages - so just over 92 a week. The other job is 6 hrs a week paid monthly, so around 140.

The tax office wrote to me last week for 10/11 yr tax code, they have split it!!!! This is great - no BR tax on my 2nd job.

Will the tax office return any overpayment automaticaly to me for 09/10. I paid no tax on the 1st job, but over 300 on the second, overall i earnt just over 6500 for the year between the two.

If they dont do it automatically, how do you get it back???

trevormax

generally no they do not automatically pay overpaid tax back. You need to make a claim.

Wait until you get your P60 (prbs May), send it in to the tax office with a cover letter saying you believe you have paid too much tax and asking them to do a calculation and send a cheque to you for the overpaid amount.

nuttyp

thanks for the reply. will wait for both my p60's and then i will call in my local tax office

computerbar

easy way is register online for self assessment.
enter your bank details.
submit your details from P60 or your last payslip
you will have an option for to get a refund to your account or included it in you next year tax code.

Mikeyorks

computerbar wrote: »

easy way is register online for self assessment.

Silly idea. Why on earth register for SA (when you're then tying yourself to submitting Returns for years) just to get a one-off PAYE refund.

The sensible way is to ensure your Codes are appropriate in year. You're doing neither HMRC nor yourself a favour by voluntarily getting into SA when there is no need to.

trevormax

Mikeyorks wrote: »

Silly idea. Why on earth register for SA (when you're then tying yourself to submitting Returns for years) just to get a one-off PAYE refund.

The sensible way is to ensure your Codes are appropriate in year. You're doing neither HMRC nor yourself a favour by voluntarily getting into SA when there is no need to.

Agree on this point.

dori2o

nuttyp wrote: »

Hi, the basics of my story are, i have 2 part time jobs. One is for 16hrs a week, min wages - so just over 92 a week. The other job is 6 hrs a week paid monthly, so around 140.

The tax office wrote to me last week for 10/11 yr tax code, they have split it!!!! This is great - no BR tax on my 2nd job.

Will the tax office return any overpayment automaticaly to me for 09/10. I paid no tax on the 1st job, but over 300 on the second, overall i earnt just over 6500 for the year between the two.

If they dont do it automatically, how do you get it back???

In theory, IF the new computer system acts as it should, then when the system has all expected P60's and assuming there is no other information required, it will automatically calculate if you have overpaid and issued the calculation and refund.