Tax help please

Yorklass2

Hi, this is my first post so please be gentle with me. :-)

I have been employed since 20th Feb - 8th October this year.

My employer took tax off me from 20th Feb until end of tax year 2012 which she shouldn't have done as I hadn't earned enough, so I know I need to claim this back. She has only given me a copy of my P60 for that year - is this ok or do I need to ask for an Original one?

Also, she has only given me my P45 in print outs - again not original ones.

I am sure I should have original ones of both the above items, but just wondered if someone could confirm this for me before I ask her for them.

Thanks in advance for your help.

Savvy_Sue

Welcome.

I'm not sure what you mean by 'copies' rather than originals. They don't have to be on special stationery any more, but can be printed in black and white on the employer's own form.

You should have been given 3 parts in your P45: one for you to keep, and the other two go to your next employer (if you start a job in the same tax year). Do you have those 3 parts? If you do, that's all you need.

Yorklass2

Thank you for your reply Savvy_Sue

Sorry, I wasn't very clear when I said they were copies.

The P60 is a photocopy -I do not have an original of it - will this be ok when asking for a tax rebate or will they insist on the original.

The P45 looks like it has been printed off by my employer herself rather than being the smaller item that you used to get (A5) size. The parts of the P45 I have are Part 1A, Part 2 and Part 3.

Hope this clears up what I actually have. Many thanks for your help once again.

dawyldthing

you don't necessarily need the form either as i've mislaid them before and just wrote a letter saying i worked here and here during these dates, got paid x and believe I have overpaid tax, can you look into this for me. Less than a month later usually got my tax back. Write to your local tax office on the hmrc website

Savvy_Sue

Yorklass2 wrote: »

The P60 is a photocopy -I do not have an original of it - will this be ok when asking for a tax rebate or will they insist on the original.

I don't think HMRC will insist on the original, as dawyl says. Also your final payslip of the year should have the same info, so I'd use that if an 'original' was ever required.

Yorklass2 wrote: »

The P45 looks like it has been printed off by my employer herself rather than being the smaller item that you used to get (A5) size. The parts of the P45 I have are Part 1A, Part 2 and Part 3.

You have the right bits. And that's now the way the P45 is: HMRC supplies less and less by way of paper forms, saving money by getting employers to download and print forms themselves. Not all printers handle A5 well, so A4 is the way to go!

Notmyrealname

HMRC only require two things to process a claim: Employers PAYE reference usually in the form of 1234/abc and your NI number.