When does your Hmrc account update for the previous tax year?

NannaH

I’m unable to do DH’s self assessment yet for 22-23 ( unemployed/employed then self employed) because I can’t see all the relevant figures and he has no p60 due to finishing PAYE last Sept, just the p45 - I’ve managed to find out how much NI he paid on hmrc as that amount needs putting down. 
There are no details to say if he paid any tax on £680 of Job seekers he got before working again,  nor are there any received amounts of JSA showing 🤷‍♀️ it’s blank. 
The amount of employment income shown is also different to his p45 , it’s £1000 less.  He worked via an umbrella so his payslips are indecipherable but his p45 must be right. 

According to the accounting software, he’s owed £1200 tax refund.
He paid nigh on £2k tax on total income of £15800,  with a tax code of 1382M and has profits of £2260. 

He also apparently owed £66 from the 21-22 tax year,  according to a November 22 letter so I’m unsure whether to include that on the form? I put it on the accounts software. 

I really don’t want to leave it till November, if that’s how long it takes them to update but do I really have a choice?  

[Deleted User]

On the first point - NI is never entered anywhere on a self-assessment form. 

mebu60

[Deleted User] said:

On the first point - NI is never entered anywhere on a self-assessment form. 

It was a long time ago but I seem to recall doing my ex's self-employed NICS through her Self Assessment. 

Dazed_and_C0nfused

NannaH said:

I’m unable to do DH’s self assessment yet for 22-23 ( unemployed/employed then self employed) because I can’t see all the relevant figures and he has no p60 due to finishing PAYE last Sept, just the p45 - I’ve managed to find out how much NI he paid on hmrc as that amount needs putting down. 
There are no details to say if he paid any tax on £680 of Job seekers he got before working again,  nor are there any received amounts of JSA showing 🤷‍♀️ it’s blank. 
The amount of employment income shown is also different to his p45 , it’s £1000 less.  He worked via an umbrella so his payslips are indecipherable but his p45 must be right. 

According to the accounting software, he’s owed £1200 tax refund.
He paid nigh on £2k tax on total income of £15800,  with a tax code of 1382M and has profits of £2260. 

He also apparently owed £66 from the 21-22 tax year,  according to a November 22 letter so I’m unsure whether to include that on the form? I put it on the accounts software. 

I really don’t want to leave it till November, if that’s how long it takes them to update but do I really have a choice?  

I'm not sure what you are waiting to update but unless he was a very high earner NI from an employment is irrelevant as far as Self Assessment is concerned.

DWP never deduct tax from Jobseeker's Allowance however he may have received a tax refund from DWP which would need to be entered in the return.

The £66 would only need to be included on his  2022-23 Self Assessment return if it was being collected via his 2022-23 tax code.  If it wasn't then it doesn't get entered on that tax return.

[Deleted User]

mebu60 said:

[Deleted User] said:

On the first point - NI is never entered anywhere on a self-assessment form. 

It was a long time ago but I seem to recall doing my ex's self-employed NICS through her Self Assessment. 

Correct - but NIC is still not entered anywhere on a tax return and, therefore, knowing what NIC has been paid is not relevant. 

NannaH

It states on the employment form  SA102 ‘to calculate class 4 liability,   give details of class 1 NI from p60’ .  So I assumed that the £1180 NI contributions goes in the box?   

It’s irrelevant as no class 4 are due, but still. 

On the accompanying notes it doesn’t even mention that box! 

The  tax underpayment pertains to 21-22,  the form does ask about previous years, which is where I put the £66, there is currently nothing showing on his account apart from the November 22 message about the £66 to be collected by PAYE,  

His p45 tax code was 1177L,   It’s now 1381M. 

His ‘current position’  on the hmrc account says Nothing to pay, so presumably the £66 was collected. 

I just can’t understand why the employment income shown is wrong,  they must have received the P45 info,  unless they are just so far behind ( which I can believe due to the delay in getting  specified adult Ni credits)  

The amount is wrong by £1000 and the employment dates are wrong by a week short too. 

[Deleted User]

An SA102 is attached - can you advise as to which box you mean?

Class 4 NIC is only payable by the self-employed. I can only repeat - NIC of whatever class is never to be entered on any Self Assessment form. 

https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/1148578/SA102-2023.pdf

NannaH

I’ve just realised that it’s my freeagent software asking for this info when getting ready to file - I assumed it was also on the 102 🙄   Omitting the figure doesn’t change the final calculation. 
Thanks for your patience

[Deleted User]

NannaH said:

I’ve just realised that it’s my freeagent software asking for this info when getting ready to file - I assumed it was also on the 102 🙄   Omitting the figure doesn’t change the final calculation. 
Thanks for your patience

Not a problem - the main thing is to complete the form correctly.