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Claiming overpaid tax back advice needed.

lkoky
lkoky Posts: 195 Forumite
Part of the Furniture Combo Breaker
Hi there,

I havent had much dealing with the Tax office much even though I have been working (and paying tax thru PAYE) for the last 3 years.

I left my previous job last Dec and only started with a new one this April. Since then I received a P45 form from my previous employer showing the amount of money I got paid & tax paid between 4/04 ~ 12/04.

I also received a PAYE coding notice from IR in Jun regrading my new code for tax year 05/06; unfortunately when I looked at the my April & May payslip, my tax code is BR.

First of all, I think too much have been deducted from during my previous employment (or for tax year 04/05). How do I get the overpaid tac back from IR?

Secondly, am I supposed to get a P60 from my current employer as I only started on 1 April 2005?

I am single and salary is my only income, so it should be rather straight forward case. And my salary defnitely does not put me in the 40% tax band, so I dont expect a tax return form from the IR.

I need some advices on how do I claim back the overpaid tax.

BTW, my previous employment is in Belfast and my current employment is in Cambridge. Does it matters which particular tax office I correspond with?

Thanks in advanced

Comments

  • isasmurf
    isasmurf Posts: 1,998 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Combo Breaker
    lkoky wrote:
    I also received a PAYE coding notice from IR in Jun regrading my new code for tax year 05/06; unfortunately when I looked at the my April & May payslip, my tax code is BR.
    You have two choices here, wait for another payslip or two as if you've only just been notified of your taxcode then it is likely that your employer would have been too. Your employer would have automatically put you on BR if you hadn't given them your P45 or filled in a P46. Did you give them your P45 when you started? Alternatively you can pro-active and contact your HR department who will know what you have to do to get the correct tax code.
    First of all, I think too much have been deducted from during my previous employment (or for tax year 04/05). How do I get the overpaid tac back from IR?
    You undoubtly would have if you didn't work the full year, particularly if you didn't work at the end of the tax year. Details of how to reclaim tax are here
    Secondly, am I supposed to get a P60 from my current employer as I only started on 1 April 2005?
    Depends on when your pay day is. If you don't get paid between 1st April (when you started) and 5th April then you won't get a P60 from them. You are taxed when you receive the income, not when the income is accrued.
    BTW, my previous employment is in Belfast and my current employment is in Cambridge. Does it matters which particular tax office I correspond with?
    Your tax office is not based on where you live, but on who your employers are. Ask your employer where your tax office is, and contact them to claim your tax refund.
  • amanda40
    amanda40 Posts: 1,218 Forumite
    If you phone your tax office, (most of them have call centre's) and explain they can change your code there and then, whcih means any tax you have overpaid will be refunded to you in your next pay ( assuming your employer gets the code in time to operate it).

    As for last year if you stopped work in December and did not resume until April - you may be due a refund of tax. You should have received a P45 from your last employer. You need to send this to your tax office along with details of any Jobseekers Allowance you claimed during that period. Just send the P45 and P60 u (if you claimed beneifts) to you tax office . If you did not claim any benefits confirm this in your letter - it will save them writing back to you to check this.

    Good Luck! :T
    No Longer addicted to Boots! - Well not today anyway!! :blushing:

    Officially Mortgage free 31/07/2017 , 12 years early :j
  • tiger
    tiger Posts: 293 Forumite
    same happened to me few years.dont panic.it normally takes few weeks after been notified of your tax code and the effect on your payslip.and dont worry they will pay u backall the tax u overpayed due to been on BR
    are you thinking what iam thinking :T
  • isayoldchap
    isayoldchap Posts: 1,263 Forumite
    Part of the Furniture Combo Breaker
    amanda40 wrote:
    If you phone your tax office, (most of them have call centre's) and explain they can change your code there and then, whcih means any tax you have overpaid will be refunded to you in your next pay ( assuming your employer gets the code in time to operate it).

    As for last year if you stopped work in December and did not resume until April - you may be due a refund of tax. You should have received a P45 from your last employer. You need to send this to your tax office along with details of any Jobseekers Allowance you claimed during that period. Just send the P45 and P60 u (if you claimed beneifts) to you tax office . If you did not claim any benefits confirm this in your letter - it will save them writing back to you to check this.

    Good Luck! :T

    If you visit https://www.saynoto0870.com which is sponsored by Mse,you will find loads of different Inland Revenue telephone numbers instead of the 0845 ones
    they want you to call. :eek:
  • lkoky
    lkoky Posts: 195 Forumite
    Part of the Furniture Combo Breaker
    Many thanks guys, your replies really explain things for me.

    I will get on the band wagon to get my money back straight away.

    Thanks again.
  • lkoky
    lkoky Posts: 195 Forumite
    Part of the Furniture Combo Breaker
    Thanks guy.

    I just received a cheque of 320 pounds from IR.
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