R40 Can anyone (Particularly Revenue Staff) help please.

MIKESISHLA

My Wife and I (We are OAP's) have had a number of medical problems which have had the effect of leaving us far behind with a number of issues including Tax.
I have made a determined effort to sort out a number of financial issues. One of these was recovery of Tax paid on interest. Late last year I looked at the Revenue Website and made a note of the submission dates for the following Tax Years:

YE 5 April 2006 31 March 2012(???)
YE 5 April 2007 31 March 2012
YE 5 April 2008 5 April 2012

I have today started to get the documentation together including a couple days trying,and failing,to get the Tax Office to answer a number of different phones. Being unable to contact them lead me to consider printing the R40 Form which I may ask my Son to do. But what shocked me was that the deadline for 5 April 2006 had changed to 31 January 2012.
I am almost certain this has been an Error which they have corrected. Can anyone one help me they are not going to own up so there is no point in wasting time formalising a complaint.
I have lost a fair amount of money but not as fortune. But I would like to be able to recover it if possible. Has any accessed this information late last year and could possibly corroborate what has happened?Or is there another way of dealing with this?
Any advice gratefully received.

antonic

The date for claiming tax back on savings for the tax year ended 05/04/06 has indeed been changed to 31/03/12 (see link http://www.hmrc.gov.uk/incometax/tax-free-interest.htm#3) in order for it to fall inline with Self Assessment.

So it looks like you have missed out on claiming back for 2005/06 and you only have till 31/03/2012 to claim for 2006/07.

The deadlines were changed to make it 4 years to claim back was changed in 2011.

Mikeyorks

MIKESISHLA wrote: »

Can anyone one help me

Not really. They announced not long after the 2008 Budget the period for PAYE reclaims was being scaled back to 4 years. Ever since the dates were published the 05-06 date has been 31st Jan 2012.

http://www.hmrc.gov.uk/about/deadlines-taxpayers.htm

dampsquib

The wording on HMRC's webpage could be better
http://www.hmrc.gov.uk/about/deadlines-taxpayers.htm
Whilst Table 2 warns that the 2005/06 deadline (if you are not within SA) was 31/01/2012, the following section warns that the new limits for repayments will apply from 01/04/2012.
So one could be for forgiven for thinking the old limits still applied until 31/03/2012.
When do the new time limits for Income Tax and Capital Gains Tax claims take effect?

There are two different start dates for the time limits:
2. For individuals outside the Self Assessment regime, the new time limits for repayment claims take effect on 1 April 2012. This includes people who pay Income Tax on their earnings through the Pay As You Earn (PAYE) system via their employer, or people whose income is below the tax threshold and who therefore do not pay tax.

as does this section
What about people who don’t know they can claim?

HMRC will be targeting publicity at those likely to be able to make a claim. HMRC’s new PAYE service will mean that many repayments can be made without a formal claim. The time limits for people outside Self Assessment will not be reduced until 1 April 2012, to give time for publicity and new systems to take effect.

and there musn't have been much cash in the publicity budget, as I haven't seen any.