Higher rate tax relief on pension contributions - salary sacrifice

Dazed_and_confused

If you want to avoid any problems you should include the full details, gross, net and tax relief at source.

FatherAbraham

BoxerfanUK wrote: »

Hi, My DW needs to do the same and claim higher rate relief we are just waiting for her P11D to enclose a copy along with her P60 when she writes to HMRC.

You don't need to send either a P60 or a P11D to HMRC.

The P60, which an employee receives, is a record of information already sent to HMRC.

Curiously, there's no obligation on an employer to give an employee a copy of a P11D - it's purely a reporting form for HMRC (although the employer must tell the employee the worth of all benefits provided, so a copy of the P11D is usually the easiest way to do this).

Anyway, you don't need to send P60 or P11D info to HMRC - the employer has already reported these values.

Dazed_and_confused

They might not "need" to send them but it is in BoxerfanUK's best interest to send them if they want any additional tax relief due in respect of the pension contribution sorting sooner rather than later.

With UK employment at high levels HMRC presumably have tens of millions of P60 (RTI) details and P11D's to wade through so providing all the relevant information up front can only help.

Nowadays they probably want details of (non ISA) bank interest as well as banks have until the end of June to send that to HMRC.

FatherAbraham

Dazed_and_confused wrote: »

They might not "need" to send them but it is in BoxerfanUK's best interest to send them if they want any additional tax relief due in respect of the pension contribution sorting sooner rather than later.

With UK employment at high levels HMRC presumably have tens of millions of P60 (RTI) details and P11D's to wade through so providing all the relevant information up front can only help.

Nowadays they probably want details of (non ISA) bank interest as well as banks have until the end of June to send that to HMRC.

Employer PAYE submissions are done electronically these days, so there really is no point in the employee posting paper copies. HMRC already has the information online, and the paper copies won't be looked at.