Can I reclaim Income Tax if my earnings didn't exceed my personal tax allowance

Swiftkidd

00ec25 wrote: »

yes you can claim but be aware that you7 7 month periods spans 2 tax years so you will have to give 2 lots of earnings and tax paid
claim

Hi,

I wasn't working or claiming any state benefits in the previous tax year 08/9 so I'm pretty certain I shouldn't have paid tax in those working months but I was put on an emergency tax code.

So my P45 (Details of employee leaving work) only documents the 'Total pay to date' & 'Total tax too date' for the 09/10 tax year ? It would make sense as £6018.25 seems to low to be gross income for 7 months but for 5 months starting from the new tax year would seem about right.

@frugalmacdugal - That income tax calculator is what I tried using the first time I looked into a possible tax rebate but found it to confusing as my rate of pay changed 3 months into my employment. I will give them a call and update this thread when possible.

Thanks for all the replies

Edit: I just realized I don't have parts 2 & 3 from my P45 just part 1A. I've not called the tax office as it looks like I can claim using a P50 but no longer have parts 2 & 3. I suspect I handed those in when I went back to work on 24th September 2012.

Should my employer have paid any tax that was owed from overpaying since my last employment or doe's that only apply if it was with-in 4 weeks ?

"
If you get a new job within four weeks

If you start a new job within four weeks of finishing your old one, your new employer will pay any refund you're entitled to with your pay from your new job.
You'll need to give your new employer the P45 Parts 2 and 3 to make sure that you get any tax refund you're entitled to - you keep Part 1A for your own records.
If you received payments after leaving your last job such as arrears of pay, payments in lieu of notice, unpaid holiday pay, redundancy pay or any other termination payments and you think you have paid too much tax, you should contact HMRC. They will tell you what information to provide and if there are any forms you need to complete."

00ec25

Swiftkidd wrote: »

Should my employer have paid any tax that was owed from overpaying since my last employment

No they should not -

tax year 09/10:
April 09 - Feb 10 : not employed or claiming (taxable) benefits
Feb 10 - April 10 : employed . As you were working there at the end of the tax year you should have been issued with a P60 showing your total earnings for that entire tax year (assuming you filled out the correct forms when you joined the company in Feb 10 - eg a P46) or your earnings "in this employment" if you didn't. Assuming your total earnings for whole year are <6475 then you are entitled to a tax refund

tax year 10/11
April 10 - Sept 10 : employed. Upon leaving was given P45 showing payments made for those 6 months (note as you were not working for them at then end of the tax year in April 11 you will not have a p60 for 10/11)
Oct 10 - April 11: not employed or claiming (taxable) benefits
Assuming your total earnings for whole year are <6475 then you are entitled to a tax refund

tax year 11/12
not employed or claiming (taxable) benefits

tax year 12/13
April 12- Sep 12 : not employed or claiming (taxable) benefits
Sept 12 ; commenced current employment. If you handed in the P45 this will be ignored since it is out of date as it relates to 10/11 tax year. You will not therefore have been given any refund during your current emppyment as they can only refund taxes paid in the current (ie 12/13) tax year

Swiftkidd

00ec25 wrote: »

No they should not -

tax year 09/10:
April 09 - Feb 10 : not employed or claiming (taxable) benefits
Feb 10 - April 10 : employed . As you were working there at the end of the tax year you should have been issued with a P60 showing your total earnings for that entire tax year (assuming you filled out the correct forms when you joined the company in Feb 10 - eg a P46) or your earnings "in this employment" if you didn't. Assuming your total earnings for whole year are <6475 then you are entitled to a tax refund

On my P60 tax year to 5 April 2010 (2009-10) it shows:

In previous employment(s) £20.55 [£0.00]
In this employment * £1294.91 [£0.00]
Total for year £1315.46 [£0.00]

Is the above my earnings from February when I first started employment to 5th April ? and I paid no tax so the only tax I'm owed is from 5th April to 24th September £663.60. Not sure what £20.55 is ? Their has been no other employment I will call them and update the thread.

Thanks

Update: I phoned '0845 300 0627' (Income Tax enquirers for individuals, pensioners and employees) went through the options to make an individual tax quiry and it said something like "Did you know you no longer have to contact us for refunds we will automatically refund overpaid tax blah blah" then referred me to their online website .gov.uk/incometax/ which instructs me telephone or write to tell HMRC why I think I've paid too much tax'

Edit: Re-called the number and spoke to a guy, explained I was making an inquiry for a tax refund from 2010/11 and he said they posted it out 21st November 2011 which I said I have not received or cashed so he is referring to a different department who will look into it and re-issue the payment. Turn around 2 months :mad:

Thanks for all replies

Edit: Do you reckon they've fobbed me off, Couldn't they have sent me a form or taken my bank account details to deposit the money directly into my account. The only thing that matters is the cheque was not cashed or received I have to suffer a 2 month penalty and where the hell did my personal details & cheque end up if not with me ? I'm not desperate for the money but annoys me I have to wait because now it sits on my mind for 2 months