are u due any tax back

marie

can anyone tell me how many years they go back when you make a claim? and do they just not give it you back, do you need to ask them for it?

isasmurf

You need to make a separate claim for each tax year you wish to claim tax back.

You can claim back up to 5 years and 10 months from the end of the tax year you are claiming for, (i.e. you can currently claim back to 1998/99)

System

Caped Avenger the Inland Revenue normally pay you back without you having to ask as the computer system will prompt them if it looks as though a taxpayer overpaid or for that matter underpaid tax in a tax year. However if someone frequently changes jobs and all the info has not got through from the employers then it might look ok and no refund will be deemed necessary.

If you think you have overpaid in any tax year back to 1998/99 as long as you can provide a full employment history with names and address of your employers in chronological order (and P60's or P45's will help) then the IR will be able to review the year and issue any refund due.

Dumbledore55

I checked and have overpaid £399.33 - its now winging its way straight to my bank account - happy days!

Cook_County

The service recommended does not say anywhere that the providers are qualified to advise on tax. As with most things you get what you pay for. Tax is extremely complicated and difficult to understand for many people, while others find it easy.

If you struggle then find a good Chartered Tax Adviser who will harge you at an hourly or fixed rate. This is a far better way to spend money then on a tax refund service...

Amba_Gambla

Amba_Gambla wrote:

If you contact the tax office yourself, you can find out and keep all the cash yourself.....

I got my cheque this morning - all £433 of it (just ring them up, or write to them, then you keep the lot!)


woohoooooo!!!

dag_2

If you think you have overpaid in any tax year back to 1998/99 as long as you can provide a full employment history with names and address of your employers in chronological order (and P60's or P45's will help) then the IR will be able to review the year and issue any refund due.

The Pay-As-You-Earn reference numbers of your previous employers is more important than their names and addresses. The IR can put PAYE reference numbers into their computer systems to identify employers in much the same way they use NI numbers to identify taxpayers.

If you only ever tell them your name, and not your NI number, they might muddle you up with someone else. In the same way, if you only tell the IR the names of your employers, and don't tell them their PAYE references, they might muddle your employer up with other employers with a similar name. Providing PAYE reference numbers means they're more likely to find the records of your tax payments, and pay you your refunds more quickly.

The PAYE reference number for an employer will appear on any P60 or P45 you've had from that employer. It might also appear on a payslip. Failing that, you can phone their payroll department and ask for it too.

Hope that helps someone.

sarahlouise210

The Inland Revenue also has a system of tracing employer PAYE references from the Employer name and addresses! It would be a concidence indeed if 2 employers had the same name and the same address!

Beancounter

Anyone used Refunds Direct to claim back tax from the Inland Revenue?
If so then are they any good, whats their cut of the amount they get back etc.

Thanks

Cook_County

i recommend you use a chartered tax adviser. ask what their professional qualifications are and whether they have professional indemnity insurance..