Got P45 from employer - do they send me P11D too?

[Deleted User]

Left employment in June 2011 and they provided me with a P45.

But what about a P11D? They didnt provide me one when I left but should I expect one soon from them?

Xutl

Shw'mae, I'd say ring payroll and ask for a copy...

Mikeyorks

[quote=[Deleted User];discussion/3913619]but should I expect one soon from them?[/QUOTE]

They have until July ....... if they do leavers at the same time as current employees. But no harm in asking?

Dal_Whinnie

An employer is not required to give a copy of form P11D to an employee who left before the end of the tax year unless the former employee asks for it. The employer is then required to provide the information to the former employee within 30 days of receiving the request (or 6th July if later). The former employee has three years in which to make the request.

You should therefore write to your former employer requesting a copy

[Deleted User]

Dal_Whinnie wrote: »

An employer is not required to give a copy of form P11D to an employee who left before the end of the tax year unless the former employee asks for it. The employer is then required to provide the information to the former employee within 30 days of receiving the request (or 6th July if later). The former employee has three years in which to make the request.

You should therefore write to your former employer requesting a copy

OK. Thanks. I guess I should be asking them then.

Mikeyorks

Dal_Whinnie wrote: »

An employer is not required to give a copy of form P11D to an employee who left before the end of the tax year unless the former employee asks for it.

HMRC doesn't quite agree?

Your employer doesn't have to give you a copy of the P11D. But the law says they must tell you what details they've included on the form - even if you've left the job. It's usually easier for them to give you a copy of the form when they send it to HMRC

[Deleted User]

Mikeyorks wrote: »

HMRC doesn't quite agree?

Hmmm. Completely useless previous employer continues to haunt me.

Just phoned them and they said middle July earliest. Do you have that link to HMRC where it says they have 30 days?

Wish I'd asked them earlier now - like I said HMRC owe me money so I want to get tax return in asap.

To be honest, what would happen if I did return without P11D details? Could I then phone them and tell them I forgot to add it?

Its only a month I was employed. Could I estimate from last years and then let HMRC know later?

Dal_Whinnie

Mikeyorks wrote: »

HMRC doesn't quite agree?

Actually they do agree, employers are required to give information to a former employee but only if that employee asks. Most companies in my experience will, as a matter of routine, send copies to former employees at the same time as they submit.

The Income Tax (PAYE) Regulations state:

94(4) A former employee in respect of whom particulars are to be provided ... by the employer for a tax year may by notice require the employer to give the statement ... to that former employee–

(a)before 7th July following the end of the tax year, or

(b)within 30 days of receiving the notice,

whichever is the later.

I possibly didn't make absolutely clear but it is the later of 30 days and 7th July so if you ask now, the 7th July is later so that is the earliest date that applies. They have to submit the details by 7th July and therefore should have data available before then and should let you have it by 7th July but they clearly can't provide it until they have done the work.

If you have an idea of what the benefits and taxable expenses are then you can include an estimate on your tax return and then submit a subsequent correction. Use the notes section to indicate it is an estimate.

[Deleted User]

Dal_Whinnie wrote: »

Actually they do agree, employers are required to give information to a former employee but only if that employee asks. Most companies in my experience will, as a matter of routine, send copies to former employees at the same time as they submit.

The Income Tax (PAYE) Regulations state:



I possibly didn't make absolutely clear but it is the later of 30 days and 7th July so if you ask now, the 7th July is later so that is the earliest date that applies. They have to submit the details by 7th July and therefore should have data available before then and should let you have it by 7th July but they clearly can't provide it until they have done the work.

If you have an idea of what the benefits and taxable expenses are then you can include an estimate on your tax return and then submit a subsequent correction. Use the notes section to indicate it is an estimate.

Confused. July 7th after tax year always going to be the later unless you ask after June 7th?

So even if I asked on 3rd May 2011 (when I left employment) they would have no obligation to provide until July 7th 2012 anyway?

Surely this means that pretty much no-one is able to do a tax return until July if they're waiting for a P11D?

I could take last months figure I guess, divide by 12 and estimate it. Would this be OK for HMRC?

How do you submit subsequent corrections?

Dal_Whinnie

[quote=[Deleted User];52604833]Confused. July 7th after tax year always going to be the later unless you ask after June 7th?

So even if I asked on 3rd May 2011 (when I left employment) they would have no obligation to provide until July 7th 2012 anyway?

Surely this means that pretty much no-one is able to do a tax return until July if they're waiting for a P11D?

I could take last months figure I guess, divide by 12 and estimate it. Would this be OK for HMRC?

How do you submit subsequent corrections?[/QUOTE]

Basically yes, you have to bear in mind that an employer does not have to submit P11D's until July 7th after tax year. They cannot submit them before the end of the tax year because they will not have all the information they need to do so. They do not have to report monthly in the way they do for PAYE.

Likewise, you can't submit your tax return before the end of the tax year because you won't know what your income will be for the whole year. If your circumstances change during the year then you can write to HMRC and advise them so that they can change your coding.

I don't fully understand your final comment about taking last months figure. What benefits do you receive? Were you in the same employment for all the previous year? If yes, and your benefits didn't change then taking 1/12 of previous years total would be a reasonable estimate but, as I said, show it on your tax return as an estimate and then when you get actual figures you can submit revised tax return