Tax Codes

katies_mum

Was wondering if anyone is able to have a look at the figures and tax codes I posted. Not really sure whether we have to get in touch with tax office wor wait for the tax code to sort it out. Many thanks

Elaine_Wilson

I think you need to get in touch with the the tax office now. The currently employer is using the code BR and he should be on at least 810 as it is his only job.

Looking at the overall position there seems to be an overpayment. There were three employers during the tax year. The gross earnings were -

4,973 from employer 1.
4,770 from employer 2 up to the P45, plus
431 on the November payslip
1,330 from the current employer (261.95 + 732.12 + 336.35)

making a total of £11,504. Up to the end of November he would be entitled to eight months personal allowance. 8/12ths of £8,105 is 5,406 so the taxable income is £6,098.

Tax on this at 20% is £1,219.60.

Looking at the tax actually deducted and foolowing the same order as the earnings figures above he has paid 584.80 + 817.40 + 86.20 + 213.60, a total of £1,702.00.

I think he is overpaid by £482.40.

katies_mum

Thank you so much for looking at this for us, its really appreciated.

Do we just give the tax office all the info I posted above or will they have all this? Also as his income is now much reduced the tax element should be really small, how would the tax office pay back the overpayment?

Thanks again.

Elaine_Wilson

I'm not really sure of the procedures in the tax offices but there are others here more knowledgeable then me.

I would still suggest you ring them to get the code number changed. All the will need to know to do this is that the current employer is to be considered the main one. This will stop the overpayment increasing.

If you also tell them that you are overpaid for the year to date they may suggest a way of getting the repayment before the year end.

katies_mum

Thank you.

CLAPTON

I'm a little confused about the figures


from the first job what do you think his total pay gross was?


from his second job what do you think his total gross pay was?

katies_mum

Hi Clapton, thank you for replying I`m so sorry for the delay in replying.

This info is taken from the actual payslips and not P45

Job 1 (employed there for 19 years) Apri - June £4972.08 gross pay

Job 2 (this was same company but different position decided to take redundancy on 4 Sept) July - Sept £4882.64 gross pay

Money owing from Job £553.35 gross (paid in August & Nov)

Current job £2069.25 gross Oct - Dec

He started off with tax code 818L (April to July)
Also codes BR M1 and OT M1 have been used since by Job 2 and current employer

He has today received £573.72 into the bank (gross £738.83) so am assuming they are still applying the wrong code but he does not have payslip yet waiting for this before doing anything.

We are hoping to put this info into a letter to the tax office laid out in a similar way to posting above (thank you) to try see about refund of the over paid tax.

If there is anything glaringly obvious that we are missing I would really appreciate any input that can point us in the right direction.

Many thanks. Happy New Year.

katies_mum

Hubby has just received latest payslip and he is still on tax code BR M1 his new employers said the P45 said he had to be on this code!! I`m just so confused.. looking at payslip he has paid 20% tax but got no %of his personal allowance.

CLAPTON

he is on the incorrect tax code
he should be on 810L rather than BR

he needs to contact HMRC who can instruct his employer to change the tax code.

best to try phoning : first thing in the morning or evening is probably best

have the figures to hand

give them the total earned to date
and the total tax paid to date
and ask them to issue a new code 810L to his employer

they may want the full details from each employment so have them to hand too.


happy new year

jem16

katies_mum wrote: »

Hubby has just received latest payslip and he is still on tax code BR M1 his new employers said the P45 said he had to be on this code!!

From your earlier post you gave these details from the P45.

katies_mum wrote: »

P45 issued 25.9.2012 and its says
total pay £4770.30
total tax £817.40
tax code at leaving date BR

Was this the P45 handed in? If so the employer is correct as they have used the P45 details which say his tax code on leaving was BR.

However as other have said, if this is your husband's sole income, he should be on a tax code of 810L assuming he has no taxable benefits from his current employer.