Is it possible to get a tax statement

Seanymph

for the last four years of what has been paid?

We feel that my OH has paid too much tax - he has been a combination of self employed/employed and was in receipt of a benefit which wasn't taxed at source.

I have asked the accountant who processed and sent returns to recheck and have received an email saying it's 'all fine'. But I'm not so sure - nor is OH.

Neither of us is great with paperwork, but I have dragged through old emails and the like and managed to get his income figures for those years ............ we don't have copies of returns or anything though. What I can't find are the receipts for tax paid.

Can we write a letter to the tax office and ask them what he's paid?

Mikeyorks

You have a P60 for each year for the 'employed'? Full detail there.

And you've submitted SA Returns for both the employed and self employed - which you should have Statements for? Or you Login to your SA online and have a look?

System

You can write and ask them for a copy of the calculations from each the years tax returns submitted by your accountant and presumably signed off by your husband.

Seanymph

The accountant did the SA online - I have never seen it, my OH has never signed anything, we have never had copies. He has though received tax bills - which he's paid, and can't locate (bless him). I have located a couple - but nowhere near all of them.

We have had annual emails with income figures from the accountant for the purposes of submitting them to tax credits...... so those are the figures I have now located.

What I don't have is what he has paid to the tax office ......... those are the figures I'm after really - what has been paid to them.

System

Yes they can send you copies of the statements going back the last few years but I can tell you they are difficult to read.

Ask for them anyhow and if you get into difficulty take then to your nearest HMRC enquiry centre and go through them with one of the staff there. You'll need to make and appointment to sit down with one face to face.

Mikeyorks

Seanymph wrote: »

He has though received tax bills - which he's paid, and can't locate (bless him). I have located a couple - but nowhere near all of them.
.

Be grateful you have an accountant then! Obviously invaluable.

Follow Pam's suggestion and get copies from HMRC (or your accountant)

Murdina

There are 2 issues here:

1) was the basic income information right? if it was then the tax due will have been worked out by computer software - both accts and yours - so unlikely the actual tax comp is wrong. So start by checking what income information you have against the details for example in the emails you mention.
Are you aware of the class 4 NIC charge on self-employed profits? This might be why he is paying more than you expect.

2) what tax your husband actually paid and thus what is actually shown as credited on his self assessment statement against the tax liability worked out at 1. It is possible he has paid something and it has not been credited to his account, or that some other error has occurred. It may also be he has been paying late, thereby incurring interest and surcharges.

If you have an accountant he/she should be there to ensure you do not have this worry. Maybe you should find a new accountant.

Seanymph

LOL I know I totally deserve that Mike - but he's an 'old friend' and has done mine for years, so took OH on when we got together and I don't like to push him........ stupid really.

OH and I didn't live together, so tax bills went to his house and I haven't seen most of them I don't think - but know he seemed to pay 'in advance' when he went self employed, and within 18 months was employed again, but still seemed to get a bi annual tax bill - I queried it with the accountant and he said that it was to do with the benefit (widowers) which wasn't taxed at source......... but last year (10/11) his tax code was 189L, and having found the letter from HMRC that was to give his allowance to the DWP. So therefore I fail to see why he was paying tax bills seperately.

Does he just write to them and ask for a statement? And any particular HMRC office?

Mikeyorks

Seanymph wrote: »

within 18 months was employed again, but still seemed to get a bi annual tax bill - I queried it with the accountant and he said that it was to do with the benefit (widowers) which wasn't taxed at source......... but last year (10/11) his tax code was 189L, and having found the letter from HMRC that was to give his allowance to the DWP. So therefore I fail to see why he was paying tax bills seperately.

Ah - that throws a bit of light into the dark corner.

If he's now solely employed, there appears no rational reason why he's still in SA if the 'state benefit' is coded out. SA is usually - in such cases - only continued if PAYE alone can't recover the tax due. And code 189L suggests that isn't the case. If he had a 'K' code (negative allowances) - there's a limit on PAYE deductions.

I would talk to the accountant in the first instance. Just to ensure 'widowers pension' isn't all that's involved. If it is then a cessation date on the next SA Return in respect of the now ceased (?) self employment should put a stop to it. A quick and dirty rule of thumb as to whether there is more involved - is if OH owes any tax under SA this 31st Jan? If 'yes' ..... there's likely a bit more to it?

But he shouldn't be overpaying - provided the accountant is using the tax paid off the P60.

chrismac1

I am struggling with this one. Every tax return I submit - VAT, CIS, income tax, corporation tax - the client gets an excel file (or print if they don't have PC access) showing exactly what is going in and tieing in exactly to the tax due on the PDF of the submitted return, which they also get.

So if somebody - for example HMRC in an inspection - asks "How did this tax return figure get calculated from 5 years ago?" that is a 30 second job. No hunting around archive files, no pulling together paperwork from five or six files.

This is "box standard" for 21 century accountancy. Demand nothing less.