How and When can i get my tax back??

pbright

who is right..and what to do :-D

Bossyboots

Okay, lets try to unravel it for you. You have two ways of dealing with this. I will set out the steps I think you should take. You need to get onto this on Monday for the first bits.

1. Telephone your tax office (you will find details of tax offices and the regions they cover on the hmrc website). Tell them the problem and say you need a tax code. They should be able to help you out and send a notice of coding to your employer. A copy should also be sent to you. They might ask you to write in or ask your employer to contact them. You will need to do as they ask as matter of urgency if you want the figures corrected in your pack packet before the 5th April. You should have signed a P46 when you started working there if you didn't have a P45. The tax office may require one of those now. You will need to speak to the payroll department about this. If your tax code arrives swiftly, you should find that your next pay packet has all your tax adjusted and you will get your rebate on the spot. If you run into any difficulties, post back here and we will try to help some more.

2. If you don't get anywhere with number 1, you will need to wait until the end of the tax year and then claim the tax back. You can do the letter on the 6th April and everything should catch up in a few weeks and they will send your rebate by cheque. It might be as well to point out that you will be leaving the country so that they do not try to adjust your tax code for 2007/8 to pay you back that way.

3. As for the NI, unless you know week by week (which you should from your payslips) we can't help. Have a read here http://www.direct.gov.uk/en/MoneyTaxAndBenefits/Taxes/ReclaimingTax/DG_10014924 and follow the advice about claiming back overpaid amounts. You should be able to get an assessment done of your payments and clarification as to whether they are correct or not.

MXW

Bossyboots wrote:

Okay, lets try to unravel it for you. You have two ways of dealing with this. I will set out the steps I think you should take. You need to get onto this on Monday for the first bits.

1. Telephone your tax office (you will find details of tax offices and the regions they cover on the hmrc website). Tell them the problem and say you need a tax code. They should be able to help you out and send a notice of coding to your employer. A copy should also be sent to you. They might ask you to write in or ask your employer to contact them. You will need to do as they ask as matter of urgency if you want the figures corrected in your pack packet before the 5th April. You should have signed a P46 when you started working there if you didn't have a P45. The tax office may require one of those now. You will need to speak to the payroll department about this. If your tax code arrives swiftly, you should find that your next pay packet has all your tax adjusted and you will get your rebate on the spot. If you run into any difficulties, post back here and we will try to help some more.

2. If you don't get anywhere with number 1, you will need to wait until the end of the tax year and then claim the tax back. You can do the letter on the 6th April and everything should catch up in a few weeks and they will send your rebate by cheque. It might be as well to point out that you will be leaving the country so that they do not try to adjust your tax code for 2007/8 to pay you back that way.

3. As for the NI, unless you know week by week (which you should from your payslips) we can't help. Have a read here http://www.direct.gov.uk/en/MoneyTaxAndBenefits/Taxes/ReclaimingTax/DG_10014924 and follow the advice about claiming back overpaid amounts. You should be able to get an assessment done of your payments and clarification as to whether they are correct or not.

I agree with Bossyboots on point 1. However, if your refund is not dealt with via your wages for 2006-2007, the tax office will not adjust your tax code for next year to take into account this refund. IF THE REFUND IS NOT DEALT WITH AS BOSSYBOOTS AS ADVISED YOU IN POINT 1, then you will need to forward your 2006-2007 P60, which you will probably receive at the end of April explaining your circumstances and they will deal with the refund by sending you a cheque. I can assure you, if you take Bossyboots advice at point 1 and then if that doesn't get dealt with before 06 April, then send in your P60 when you receive it.

Savvy_Sue

MXW wrote:

A week 1/month1 code is never carried from one tax year to the next. An employer op a wk1/m1 code if they do not know the employees previous pay & tax details, they will operate the code number from the 06 April 2007, therefore there are no previous pay & tax details.

I thought that was the case, but couldn't quite remember from my payroll days!

azza87

Hi I have no idea how tax rebates/refunds work. I started work part time while i was doing my gcse's at 16 doing a few hours a week After my gcse's a stayed on at the place for a year and then left for another job. I then worked at this job for two years and left last november after being dismissed. Out of these tree years i haven't claimed back any tax or anything. All of this work has been pat time earning around £6000 a year. Where do I stand on claiming the tax back from the first two years of work? I am only 19 now and have no clue how it all works. I know i can't claim for this year until the 4/5th of april but am unsure about the previous years.

Thanks in advance for any replies

Savvy_Sue

You can claim for the previous years. Hopefully you still have any P45s and P60s from previous years - from this last job all you'll have is a P45, but if you're in work at the end of any tax year you should get a P60.

How much tax you can claim back depends on how much has been deducted. You may find the right amounts have already been taken off (ie not a lot), that would usually happen if you've only got one job and your tax code is right.

Anyway, we're now so close to the end of the tax year that you could phone your local tax office and ask for advice. As long as you've got all your P45s or P60s it should be very straightforward, because with that information you can easily work out how much you've earned in total, and how much tax you've paid.

azza87

There may be a problem there. When i left my first job i didnt get any paperwork of any sort. I did from my last job though so maybe they can help anyway. What number should i call? I haven't a clue what to say! This is all very new to me!

Savvy_Sue

that means it won't be quite so straightforward for you to work out whether you're owed anything. Were you being paid legitimately, do you think? What kind of job was it? (Because you mentioned GCSEs, I'm thinking paper rounds, but if you got up to £6000 then it must have been a bit more than that!)

Anyway, first step is to phone your local tax office - look in the phone book - and ask them what to do. Have as much information as possible to hand: if you don't have paperwork from that first job, at least have an idea of the address and when you worked there. And they're usually very friendly, I've always found them so, and quite used to people who are new to all this!

azza87

Savvy_Sue wrote: »

that means it won't be quite so straightforward for you to work out whether you're owed anything. Were you being paid legitimately, do you think? What kind of job was it? (Because you mentioned GCSEs, I'm thinking paper rounds, but if you got up to £6000 then it must have been a bit more than that!)

Anyway, first step is to phone your local tax office - look in the phone book - and ask them what to do. Have as much information as possible to hand: if you don't have paperwork from that first job, at least have an idea of the address and when you worked there. And they're usually very friendly, I've always found them so, and quite used to people who are new to all this!

When i did work experience in year 11 (it was in a card shop :eek: ) The store manager was impressed with my standards of work and invited me back when i turned 16. I turned 16 in october which was around 7-8 month before my gcse's. I started a few days after my birthday working a few hours after school and weekends and then went to work there full time after my gcse's had finished. I was paid legitimately even though i was still at school i was 16, wages where going into my bank and all the N/I and taxes where coming out of my wage just like anybody else.

Thanks for your response, I will phone my local tax office first thing in the morning and come back to let you know how i get on with it

Savvy_Sue

azza87 wrote: »

The store manager was impressed with my standards of work and invited me back when i turned 16. I turned 16 in october which was around 7-8 month before my gcse's. I started a few days after my birthday working a few hours after school and weekends and then went to work there full time after my gcse's had finished. I was paid legitimately even though i was still at school i was 16, wages where going into my bank and all the N/I and taxes where coming out of my wage just like anybody else.

Well done on getting a job through work experience! Given what you've said, it's surprising you weren't given a P45 when you left (you should have been), but at least you know it was legit, so HMRC should be able to find where your PAYE was being dealt with at that time and find out what you were paid.

For the future, when you start any job, you should give in part of your P45 (it's a multipart form and you keep one part) so they can see what tax you've paid in the year to date. If you don't have a P45 for the current tax year (or you're starting a second job to run alongside another job), your new employer should ask you to complete a P46, which gives you the chance to say whether this is your only or main job - there are other questions too but they're new so I don't know them all.

With the information from a P45 or a P46, a new employer SHOULD be able to work out what tax code to use for you, and tax should go 'right'. I say should, because sometimes employers don't know how to work these things out ... especially if most of their employees come to them with a P45 and they don't know what to do when they don't get one.