Self employed tax refund delay

Delboy-1212

Hi, I’ve submitted my self assessment for 22/23 in October and have overpaid tax over 2k, I’ve requested a tax refund in November since then the status of the repayment has stayed on ‘’not yet used’’ I’ve rang multiple times each giving me a 3 week extended deadline that they will write to me or to call back, all they’ve said is additional security checks is the hold up, I’ve previously waited around 2/3 weeks before payment reaches me in previous years, the last time i rang April 15th, they have said it will be dealt with by November 2024, but could be sooner, with no more information???? 

has any one experienced this or is there anything further I can do to push it along or get the money I am owed? 

Thanks for reading 

Phoenix72

What were your circumstances that led to HMRC accepting an in-year return? Unless you mean 22/23? 23/24 returns have only been issued this month and HMRC only accept in year in specific circumstances.

Dazed_and_C0nfused

Phoenix72 said:

What were your circumstances that led to HMRC accepting an in-year return? Unless you mean 22/23? 23/24 returns have only been issued this month and HMRC only accept in year in specific circumstances.

Usually death 😳

sheramber

Dazed_and_C0nfused said:

Phoenix72 said:

What were your circumstances that led to HMRC accepting an in-year return? Unless you mean 22/23? 23/24 returns have only been issued this month and HMRC only accept in year in specific circumstances.

Usually death 😳

unlikely

Hi, I’ve submitted my self assessment for 23/24 in October 

Delboy-1212

Phoenix72 said:

What were your circumstances that led to HMRC accepting an in-year return? Unless you mean 22/23? 23/24 returns have only been issued this month and HMRC only accept in year in specific circumstances.

Yes sorry meant 22/23 🤦🏼‍♂️ 

Delboy-1212

Apologies I meant 22/23 tax year now edited been a long day 😅

Phoenix72

Ok, so it's 22/23. The status of 'not yet used" is a new one on me, is that what it actually says?

Is it a CIS refund?

sheramber

Delboy-1212 said:

Hi, I’ve submitted my self assessment for 22/23 in October and have overpaid tax over 2k, I’ve requested a tax refund in November since then the status of the repayment has stayed on ‘’not yet used’’ I’ve rang multiple times each giving me a 3 week extended deadline that they will write to me or to call back, all they’ve said is additional security checks is the hold up, I’ve previously waited around 2/3 weeks before payment reaches me in previous years, the last time i rang April 15th, they have said it will be dealt with by November 2024, but could be sooner, with no more information???? 

has any one experienced this or is there anything further I can do to push it along or get the money I am owed? 

Thanks for reading 

The person answering the phone has no idea when  your return will be reviewed . Nor will they have access to the section who will deal with it.

They answer they give is the standard one they have been told to give.

You  could try  a formal complaint about the delay.

Delboy-1212

Phoenix72 said:

Ok, so it's 22/23. The status of 'not yet used" is a new one on me, is that what it actually says?

Is it a CIS refund?

It’s a overpayment of tax via cis yes, when I log in to my account and on the payments/ credits received section it has the over payment amount and says allocation - not yet used, even though I’ve requested the repayment, 

Delboy-1212

sheramber said:

Delboy-1212 said:

Hi, I’ve submitted my self assessment for 22/23 in October and have overpaid tax over 2k, I’ve requested a tax refund in November since then the status of the repayment has stayed on ‘’not yet used’’ I’ve rang multiple times each giving me a 3 week extended deadline that they will write to me or to call back, all they’ve said is additional security checks is the hold up, I’ve previously waited around 2/3 weeks before payment reaches me in previous years, the last time i rang April 15th, they have said it will be dealt with by November 2024, but could be sooner, with no more information???? 

has any one experienced this or is there anything further I can do to push it along or get the money I am owed? 

Thanks for reading 

The person answering the phone has no idea when  your return will be reviewed . Nor will they have access to the section who will deal with it.

They answer they give is the standard one they have been told to give.

You  could try  a formal complaint about the delay.

One of the call handlers did suggest this, think it may be the next step for me

thanks