HMRC Return 2023

chalkeyav

Evening All,

Just thought ild open a new thread as I intend on doing my return once iv had my 40 winks.


See you all in the morning.

Fenwick2107

Nearly that time of year 😂

[Deleted User]

Fenwick2107 said:

Nearly that time of year 😂

Indeed - hopefully someone will start a new thread rather than have six running concurrently.

TheBanker

Last year was the first time I had to submit a tax return. My record keeping wasn't great and it took a lot of time going through my various accounts and trawling through my emails to find all the correct figures (gift-aid donations in particular were a pain and I am sure I missed out on some claimable relief due to gaps in my records).

This year I have been far more organised and kept proper records throughout the year. 

So I could complete my return now as I have all the information. I'll probably wait a few weeks though to receive my P60 and 'official' interest statements so I can double check my figures before submission. 

Last year I had to pay extra tax

This year I think they owe me money

Next year, who knows? But my return will be simpler as I've reduced the number of savings accounts I have, and moved my shares into an ISA.

georgiasdragons

All done we shall see what happens this year fingers crossed for a smooth process.

georgiasdragons

Have been asked to confirm my identity, this could be cause ive moved house maybe?

katalina84

Did not ask for bank details this year for the refund. Will log in tomorrow and request repayment, but I noticed its asking to confirm identity like last year with passports etc 

georgiasdragons

katalina84 said:

Did not ask for bank details this year for the refund. Will log in tomorrow and request repayment, but I noticed its asking to confirm identity like last year with passports etc 

Yes maybe we have to add bank details when we request payments etc first time ive had to identify myself too.  

katalina84

georgiasdragons said:

katalina84 said:

Did not ask for bank details this year for the refund. Will log in tomorrow and request repayment, but I noticed its asking to confirm identity like last year with passports etc 

Yes maybe we have to add bank details when we request payments etc first time ive had to identify myself too.  

I had to Identify myself last year too, but didn't hold any of the required documents (valid passport) so had to call up and get verified that way. I have a valid passport at the ready now, so hopefully tomorrow I don't have any problems 

georgiasdragons

katalina84 said:

georgiasdragons said:

katalina84 said:

Did not ask for bank details this year for the refund. Will log in tomorrow and request repayment, but I noticed its asking to confirm identity like last year with passports etc 

Yes maybe we have to add bank details when we request payments etc first time ive had to identify myself too.  

I had to Identify myself last year too, but didn't hold any of the required documents (valid passport) so had to call up and get verified that way. I have a valid passport at the ready now, so hopefully tomorrow I don't have any problems 

Thanks i dont think it will be tomorrow as its a bank holiday it doesnt normally update till after the bank holidays

[Deleted User]

georgiasdragons said:

katalina84 said:

georgiasdragons said:

katalina84 said:

Did not ask for bank details this year for the refund. Will log in tomorrow and request repayment, but I noticed its asking to confirm identity like last year with passports etc 

Yes maybe we have to add bank details when we request payments etc first time ive had to identify myself too.  

I had to Identify myself last year too, but didn't hold any of the required documents (valid passport) so had to call up and get verified that way. I have a valid passport at the ready now, so hopefully tomorrow I don't have any problems 

Thanks i dont think it will be tomorrow as its a bank holiday it doesnt normally update till after the bank holidays

It’s not a public holiday tomorrow though - HMRC is closed Monday and Tuesday.