tax refund 2005/06

theGrinch

Today, I received a self assessment statement. The bottom line is a tax refund from the year 05/06 regarding an overpayment. However, it less than £10 so no early Christmas for me

The statement also refers to 06/07 (my last year of self assessment) but there is nothing owed or owing for that year. That year I received a letter from HMRC saying I no longer needed to submit a return unless there was a change in my circumstances.

Is it normal to receive a self assessment statement referring to years that far back?

System

Although HMRC do not automatically issue Self-Assessment refunds less than £10 you can request the money from them at any time. If you've got an online self-assessment account you can arrange the refund yourself. If not, just telephone them and they'll sort it out for you.

Is it normal to get statements after so long - not really. There's usually a qualifying transaction needed to trigger a statement being issued

http://www.hmrc.gov.uk/manuals/sammanual/SAM131026.htm

Maybe they've just sent it to remind you of the refund available on your dormant account.

theGrinch

thanks for that and the link.

definitely no plain english awards to HMRC

System

theGrinch wrote: »

thanks for that and the link.

definitely no plain english awards to HMRC

The link is quite jargon heavy. It's from the internal guidance manual, so written for HMRC's staff. There's probably a plain English explanation somewhere in the 'public facing' parts of the website.

Anyway I hope the general info helps.