Tax rebate SUCCESSES

dori2o

BAA1 wrote: »

If you have moved home without informing HMRC of your change of address, then those cheques could have been sent to a previous address.

This is the one thing that really annoys me.

There is no reason at all why HMRC should not have your up to date address, yet so many people 'forget' to tell them when their address changes.

However, (no directed at anyone on here, just speaking from experience) somehow it's always HMRC's fault when letters/repayments/tax returns/penalties/etc, etc go to their old address. It's as if some people seem to think we have a crystal ball which tells us that someone has changed address.

You remember to tell the gas/electric company, the local council, and god knows who else, what is so hard about telling HMRC you have changed address. It can even be done online via the hmrc website.

Tell HMRC about a change of name or address by email

LaurelOakwood

I recently moved house & was told my tax code was wrong by a new agency I registered with. I chased it up & found out I was still registered with HMRC as working for a previous employer (they'd never filed correct paperwork) and all my pay for the last 2 years was taxed as an additional job!!! (I did think I was paying a lot of tax, but was too busy to chase it up before the move - that's teaching for you.)

Received a rebate of about £700 in my first paycheque at my new address!!

Lovely stuff!! :j

summer78

Well thanks to this thread I managed to get a £3700 tax return this week

My husband was self employed for a short while in 2005 then started back in employment in 2006. He didn't complete his self employment tax returns so has been in emergency tax ever since. I noticed when using the web site the taxman that his pay was short checked his tax code and had a light bulb moment.

Was confused by the forms at first but took one question at a time and it was done before I knew it. Thank you mse :j

copperycat

My husband has just received a tax rebate of £5055! :jThis relates to the 08-09 tax year. We are not sure how this came about but basically a number of years ago (about 2003 I think) he was told by the inland revenue that although a higher rate tax payer, he no longer needed to complete a self assessment return every year as his tax affairs were very standard with nothing unusual about them. He was employed and and his tax was collected through the PAYE system. They said he would only need to do an annual return if his circumstances changed. Well he changed employer last year and had trouble getting his tax code sorted and in the course of trying to sort it out the Inland Revenue asked him to complete tax returns going back 5 years! He was absolutely livid at the time but now can't stop grinning from ear to ear:cool:

*depressed*

Can anyone check if i have worked this out right please (total tax rebate = £961.54) i dont have my tax codes but i have worked it on normal personal allowance which i should have been on -

2008/2009 - pay £11133.10 - tax £1571.80 (personal allowance - £6035. therefore taxable pay £5098.10/20% = £1019.62) tax refund due £552.18
2009/2010 - pay £10443.02 - tax £1118.00 (personal allowance - £6475, therefore taxable pay £3968.02/20% = £793.60) tax refund due £324.40
2010/2011 - pay £14283.24 - tax £1646.60 (personal allowance - £6475, therefore taxable pay £7808.24/20% = £1561.64) rax refund due £84.96

i dont have my p60s or p45 because of a fire, these figures above are on a letter that i requested from HMRC, can i send in this letter instead of p60's as evidence and which form do i need to fill in, I was working up until february this year, I am currently recieving maternity allowance but will not be returning to employment for a year or 2

Thank you

xxx

(i had posted elsewhere but think it might be an old thread, sorry for the duplicate post!)

Mikeyorks

*depressed* wrote: »

(i had posted elsewhere but think it might be an old thread, sorry for the duplicate post!)

I've just replied to your other post :-

http://forums.moneysavingexpert.com/showpost.php?p=48280319&postcount=294

Firefox1975

sinsinling wrote: »

When you ring up, what do you say?

Depends, it's quite common to begin with a good morning and they may give you their name and then ask what you are ringing for?

John_Pierpoint

Don't be intimidated; however as a responsible tax payer you need to learn the basics of the world's second most complicated tax system.
There is already plenty of good advice on here and links to software applications that ask you sensible questions, then work out if you have paid too much or too little tax.

All the person who takes your call can do is look at a screen with some details of your tax position. Then they could take you through a similar list of questions and see if they think you have got a case. What they have not got is time and because they are under trained and probably new to the call centre job, they cannot give you a 40 minute lesson in how how the UK Income tax system works.

Their job is really to act as a triage nurse and filter out the probably no hope time waster cases from those who have a case for under or over payment of tax, and thirdly those who need to talk to someone senior because their tax seems to be in a mess.

In my case the conversation went a bit like this:

Good morning (I had only been trying to get through for a day and a half - there is a limit to the number of times you want to be "answered" and then cut off and the number of times you want to press last number redial)

Good morning

I hope you don't mind me asking but I was try to phone an address in Scotland - you don't sound very Scottish?

We are a call centre, can you give me your name and address and national insurance number.

Well this is a bit difficult as I am phoning on behalf of someone else..........

Well sir I cannot......................

No you don't understand the tax payer cannot telephone you - he is dead.

(Needless to say the script did not cover this situation and there was a lot of toing and frowing and a telephone call was made to somewhere else.)

Can you give me your phone number and someone will phone you back [they forgot to say ...in 36 hours time].
I have got all my papers spread out on my dining room table - cannot I just speak to the person you just spoke to ?

No they don't accept incoming calls from members of the public.

The real conversation should have gone like this:

I sent you a tax return 6 months ago, and I have heard absolutely nothing - have you processed it as your system is trying to charge me interest and penalties ?

Yes sir we processed it within 6 weeks

??????

In fact sir you were sent a small refund of 40 quid

Oh that was what that was all about, I got something on the bank account that read xyz/123 and it still reads ???? on my reconciliation.
So why is your system still sending me "terrorist" letters about underpaid tax, which I then paid but don't owe?

Oh yes I see what you mean; I suppose you will be wanting that back?

Yes please. (through gritted teeth)

I think what I am saying is that if you telephone the world's second most complicated tax system and expect to talk with a sympathetic person who knows all the ins and outs and who has plenty of time to try to explain it all to you - then good luck if there is anything already in a "buggins muddle" about your tax affairs.
Triage originated in World War I by French doctors treating the battlefield wounded. Until recently, triage results, were frequently a matter of the 'best guess'. At its most primitive, it divided victims into three categories:

• Those who are likely to live, regardless of what care they receive;
• Those who are likely to die, regardless of what care they receive;
• Those for whom immediate care might make a positive difference in outcome.[5]

Mikeyorks

You must have time on your hands, John.

But at least you're spending it amusing us.

John_Pierpoint

Actually I am finally getting on with something, that you might be able to help me with - I'll start my own thread [STRIKE]tonight[/STRIKE] next weekend.

I am preparing the final final accounts for the late " Mr Dog ": - you know the problem after 3 years, reconciling the money that has gone missing some where between capital and income and down the back of the sofa.

Just hope it was not the sofa I took out and burn in the back garden.:eek:

Would I be right in thinking you are one of the qualified citizens who is allowed to make telephone calls to HMRC and talk to someone experienced?