How to get a tax rebate inc Tax Code Checker

Fizog

Out of curiousity having tapped in my tax code yesterday on my last P60, on £19,399 my tax code is 431L....
I do have £3000 from my OH as payment for secretarial work. Big difference huh.
I have a tax codes on P60s 387L 2009 - on £15,372
1T 2008- on £10,879
287L M1 2007- on £10,831

Seriously worried now...I have no other income, benefits, pensions...oh yes child benefit would that cause this?

Can anyone shine any light on these?
I haven't received any tax notifications that I can recall.

Thanks if anyone can help

Mikeyorks

Fizog wrote: »

Can anyone shine any light on these?
I haven't received any tax notifications that I can recall.

The only commonality - at first glance - is that both the latest code (431) and the prior one (387) are short of the basic allowance for the year (£6475 and £6035 respectively) .... by the same amount of £2165.

The other codes (1T and 287M1) don't fit the pattern ..... and CTC shouldn't be the reason.

For such codes it's almost inevitable you have P2 (Coding Notices) which should spell them out. The later ones look to be benefit in kind (Car / car allowance / medical insurance?) and a P11D from your employer would tell you?

(Edit ..... how do you pay the tax on the £3k from OH? If that was less than £2500 at one point ..... did you ask for it to be coded out?)

If none of the above .... ring HMRC ..... as the codes are too random to conjecture?

DebtDodger

Terry_D wrote: »

Anyway, isn't there some "rule" that says you should keep this sort of information for at least 7 years? I believe that's how far the tax man can go back.

thanks for this advice, I was just about to destroy a few P60s because I assumed that they only need 6 years worth as that's as far back as you can claim rebates. 1 rule for HMRC another for us what's new there haha

just to update everyone I rang the number for my local office but it was a mainland centre. The girl did seem confused by my BRX code when I had only 1 job & was a student. She just said she'll send a query to my local office. I can only hope it doesn't take long as the cut off date for claiming a rebate in that year is Jan 2011!

spendy

I've just been on the phone to HMRC as the checker says I may have overpaid, but it seems that as I had private medical this makes an adjustment to your tax code. Just thought I'd mention it

s-a-h-

If I have overpaid do I wait for HMRC to contact me or will they do nothing unless I ring?

Mikeyorks

spendy wrote: »

.. the checker says I may have overpaid .....

..... it doesn't say that. It indicates your allowances are different to the basic ...... and suggests possible reasons.

but it seems that as I had private medical this makes an adjustment to your tax code.

..... almost inevitable you had a P2 (Coding Notice) advising you of that. In addition to the P11D from your employer.

Mikeyorks

s-a-h- wrote: »

If I have overpaid

........ can you qualify that a bit more? You obviously haven't had a recent P800 from HMRC ...... but if you give a bit of detail someone will help.

Redkite1200

Hi,

There is no mention of the tax allowance changes that higher rate taxpayers can receive if they declare their charitable giving. This is in addition to the gift aid that all charities can claim back at the basic rate of tax.

The tax payer is given a higher allowance and the tax they save is theirs to do with as they please.

Two points. Firstly, all higher rate tax payers should declare their giving so that all the income tax paid on their donations is reclaimed on way or another.

Second, your tax calculator does not allow you to check that the allowance is consistent with the amount of giving you are doing in any one year. Can you fix this or will I have to contact HMRC?:(

Glad you created the checker. It obvious this is a confusing area for many people. :T:T

Regards,

Redkite.

s-a-h-

Mikeyorks wrote: »

........ can you qualify that a bit more? You obviously haven't had a recent P800 from HMRC ...... but if you give a bit of detail someone will help.

Sorry, I seem to be owed according to the tax code checker.

Mikeyorks

s-a-h- wrote: »

Sorry, I seem to be owed according to the tax code checker.

The tax code checker doesn't tell you that. It tells you if your allowance is different to the basic. If yours is less than the basic ... there will generally be a reason. Such as a 'benefit' provided by your employer or an underpayment being recovered from an earlier year.

You should have a P11D from your employer in the first instance ... a P2(Coding Notice) from HMRC in the 2nd?

But if your Code is different to the basic .... (going back to your original) HMRC won't be making a refund without some contact from you ..... as they clearly believe the Code is appropriate.