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Tax refund after 5/6 years
lockheed
Posts: 59 Forumite
I am owed a tax refund (PAYE) for years 2010/2011 and 2011/2012. When I checked the deadlines last time, I found out I had 6 years to do that. I have been living abroad since then.
I used to put it off because every time I tried doing that, I found it extremely confusing. According to HMRC, I had to create an online SelfAssesment account, but to do it I had to give a Unique Taxpayer Reference (UTR), which - according to the very same website - “is only issued by HM Revenue & Customs (HMRC) when you, or your client, have registered for Self Assessment.”
Obliviously, being on PAYE, I was never issued it and so I could not register for SA account. So every year, after several hours of fiddling and getting nowhere, I gave up to try the next year. “I still have time till 2017” I though!
But when I tried to finally get this done this April, it turned out the time limit changed from 6 to 4 years, and now I missed the new deadline by just few days.
Is there any way to claim it back regardless?
I read here about some Extra Statutory Concession B14
http://www.thisismoney.co.uk/money/news/article-2081873/HM-Revenue--Customs-cut-time-allowed-reclaim-overpaid-tax.html
And here again is some more on exceptions: http://www.rossmartin.co.uk/tax-guides/347-time-limits-for-assessment-and-claims
How do I go about getting the refund? I can’t even contact bloody HMRC, because to do that apparently I have to have a SA account!
I used to put it off because every time I tried doing that, I found it extremely confusing. According to HMRC, I had to create an online SelfAssesment account, but to do it I had to give a Unique Taxpayer Reference (UTR), which - according to the very same website - “is only issued by HM Revenue & Customs (HMRC) when you, or your client, have registered for Self Assessment.”
Obliviously, being on PAYE, I was never issued it and so I could not register for SA account. So every year, after several hours of fiddling and getting nowhere, I gave up to try the next year. “I still have time till 2017” I though!
But when I tried to finally get this done this April, it turned out the time limit changed from 6 to 4 years, and now I missed the new deadline by just few days.
Is there any way to claim it back regardless?
I read here about some Extra Statutory Concession B14
http://www.thisismoney.co.uk/money/news/article-2081873/HM-Revenue--Customs-cut-time-allowed-reclaim-overpaid-tax.html
And here again is some more on exceptions: http://www.rossmartin.co.uk/tax-guides/347-time-limits-for-assessment-and-claims
How do I go about getting the refund? I can’t even contact bloody HMRC, because to do that apparently I have to have a SA account!
0
Comments
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as per both your links, the exception applies where the reason for the overpayment is due to 'an error by the Inland Revenue [now HMRC] or another Government Department, and where there is no dispute or doubt as to the facts.’
does that apply in your case?0 -
If you don't count changing rules without knowledge of payees, then no. I am potentially asking about advice on something along the lines of "please, please I only missed it by few weeks and you changed the rules".0
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You don't need to be registered for self assessment to claim a tax refund. You don't need to be registered for self assessment to call HMRC.
The change in time limits where announced in 2008, it's not a recent change.0
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