Tax refund?

Alex9384

Hi all.

I was never really interested in taxes too much. Last time I tried to claim anything was I think in 2015 but I wasn't eligible because I was simply earning "too much". Since then I didn't really care anymore.

About a month ago, my friend wanted to borrow £350 from me because he needed "to pay an accountant for tax refund she did for him". I first thought it was some scam because he needed to pay upfront. But about a week later he received around 3K as "HMRC self assessment", that's the payment info.

We both work for the same company and we are on a relatively low income, though he earns a bit more than me, so now I'm wondering if I'd be eligible too. But I've never heard of this before. Is this some new thing?

My friend says the accountant applied for him, then he received an UTR by post and had to provide P60 for the last 3 years, plus bank details.

calcotti

You would be better posting in Cutting Tax forum. However without knowing your circumstances and your friend's circumstances it's impossible to offer any advice about what might give rise to a refund due. I infer it is a claim for some allowance.

Alex9384

calcotti said:

You would be better posting in Cutting Tax forum. However without knowing your circumstances and your friend's circumstances it's impossible to offer any advice about what might give rise to a refund due. I infer it is a claim for some allowance.

Thanks. I can try. I wasn't sure where exactly should I post this.

I guess this one can now be deleted?

molerat

Duplicate thread

https://forums.moneysavingexpert.com/discussion/6413566/is-this-a-tax-refund

poppy12345

molerat said:

Duplicate thread

https://forums.moneysavingexpert.com/discussion/6413566/is-this-a-tax-refund

Seems like that thread was posted on that part of the forum after the advice from calcotti here.

calcotti said:

You would be better posting in Cutting Tax forum.