Permission to discuss tax affairs

smallzoo

Maybe a dumb question here but my daughter needs help with a tax rebate ( shes on a BR code when she shouldnt be ) and we have tried for hours to get through on the helpline without success. Anyway there is a local HMRC enquiry centre near where we live but its only open when she is at work.

Can I go on her behalf with the paperwork or would I need some sort of permission letter..or cant I help without her there ?

Many thanks

agrinnall

When I had to call HMRC recently about my tax code I got through on the second attempt, by calling shortly after 8 am. I had to wait a couple of minutes for the call to be answered but once it was the issue was quickly resolved. If your daughter is able to call at that time I would recommend she does that.

jamesml

You can get permission to deal with someone else's affiars - a lot of people have LPA's but only going to be relevant for old people generally. If you fancy registering as an agent you can get her to complete a 64-8. I'm sure there is another mechanism as well because I'm sure I've spoken to HMRC on behalf of my fiancee before but can't remember how we did it - she definitely wasn't with me in person at the time.

System

Get your daughter to write a letter giving her full name and address and National Insurance number and giving permission for you to deal with her tax affairs on her behalf. She also has to name you and give your address.
Take that letter along with 2 forms of ID for both you and her (one photographic and one with current address such as utility bill) to the enquiry centre and they should be able to help you.

Note they work on an appointment basis but if they aren't busy they should be able to fit you in.

PS: make sure she signs the letter.

Savvy_Sue

I've had an 'in principle' conversation with HMRC on behalf of my son in the past: he was still at school but one of his tiny part-time jobs was taking tax off him and we discussed what he should do to get that changed, and how he'd go about claiming the tax back if he left the job before it had been changed.

But Pam's suggestion seems better as you'd then get more definite information about her situation and might even be able to get it resolved on the spot.

Taking any tax relevant paperwork would be good: P60, P45, copy of P46, coding notices etc.

Bean_Counter

As Jamesml said just fill in form 64-8, a lot easier.