How can HMRC Personal Tax Summary be so Useless.

green_man

Please can some of you confirm whether or not the Uselessness of the Personal Tax Account HMRC website is a widespread thing or if something is drastically wrong with my particular NI Number.

Here are a couple of my issues:

1. Reporting/Tracking form progress.

I submitted a P55 tax reclaim 3+ weeks ago.   If I look in the Check progress section it does not show this form at all, it just shows last years P55 as complete.  I have had a confirmation via e-mail that the form was submitted.  According to the website it should be online within a few hours? 

2.  Accuracy of Previous years tax summaries.

Since I started taking UFPLSs four years ago the yearly tax summaries take no account of P55 refunds that have been made.  So for example the 22-23 Summary shows £16900 taxable income with £5800 tax paid.  In reality a good chunk of the £5800 was repaid and I paid around £800. 



Im sure this has got worse. I recall previous years at least having some tracking info available.


Are the above issues widespread?


Ive put this in the Pension sections as the issues above seem specific to pension payments.

Marcon

green_man said:

Please can some of you confirm whether or not the Uselessness of the Personal Tax Account HMRC website is a widespread thing or if something is drastically wrong with my particular NI Number.

Here are a couple of my issues:

1. Reporting/Tracking form progress.

I submitted a P55 tax reclaim 3+ weeks ago.   If I look in the Check progress section it does not show this form at all, it just shows last years P55 as complete.  I have had a confirmation via e-mail that the form was submitted.  According to the website it should be online within a few hours? 

2.  Accuracy of Previous years tax summaries.

Since I started taking UFPLSs four years ago the yearly tax summaries take no account of P55 refunds that have been made.  So for example the 22-23 Summary shows £16900 taxable income with £5800 tax paid.  In reality a good chunk of the £5800 was repaid and I paid around £800. 



Im sure this has got worse. I recall previous years at least having some tracking info available.


Are the above issues widespread?


Ive put this in the Pension sections as the issues above seem specific to pension payments.

Instead of just moaning here, which at best will generate sympathy/other war stories (none of which will help you) why not post your question on https://community.hmrc.gov.uk/customerforums/pt in the hope you might get an actual answer/explanation?

green_man

Marcon said:

green_man said:

Please can some of you confirm whether or not the Uselessness of the Personal Tax Account HMRC website is a widespread thing or if something is drastically wrong with my particular NI Number.

Here are a couple of my issues:

1. Reporting/Tracking form progress.

I submitted a P55 tax reclaim 3+ weeks ago.   If I look in the Check progress section it does not show this form at all, it just shows last years P55 as complete.  I have had a confirmation via e-mail that the form was submitted.  According to the website it should be online within a few hours? 

2.  Accuracy of Previous years tax summaries.

Since I started taking UFPLSs four years ago the yearly tax summaries take no account of P55 refunds that have been made.  So for example the 22-23 Summary shows £16900 taxable income with £5800 tax paid.  In reality a good chunk of the £5800 was repaid and I paid around £800. 



Im sure this has got worse. I recall previous years at least having some tracking info available.


Are the above issues widespread?


Ive put this in the Pension sections as the issues above seem specific to pension payments.

Instead of just moaning here, which at best will generate sympathy/other war stories (none of which will help you) why not post your question on https://community.hmrc.gov.uk/customerforums/pt in the hope you might get an actual answer/explanation?

It’s a fair point, and thanks for that link, but given the users here and fact that I know quite a high number are in similar boats I hoped I at least might get confirmation that my experience is common, or not.

Easyjet77

Hello, I submitted  P55 on 14/04. After 24 hrs it was displayed as received and after 7days it changed to in progress. Currently still in progress and I fully expect it do be dealt with at some stage soon. No problem for me, I realise this is a busy time of year and patience is a virtue.

Marcon

green_man said:

Marcon said:

green_man said:

Please can some of you confirm whether or not the Uselessness of the Personal Tax Account HMRC website is a widespread thing or if something is drastically wrong with my particular NI Number.

Here are a couple of my issues:

1. Reporting/Tracking form progress.

I submitted a P55 tax reclaim 3+ weeks ago.   If I look in the Check progress section it does not show this form at all, it just shows last years P55 as complete.  I have had a confirmation via e-mail that the form was submitted.  According to the website it should be online within a few hours? 

2.  Accuracy of Previous years tax summaries.

Since I started taking UFPLSs four years ago the yearly tax summaries take no account of P55 refunds that have been made.  So for example the 22-23 Summary shows £16900 taxable income with £5800 tax paid.  In reality a good chunk of the £5800 was repaid and I paid around £800. 



Im sure this has got worse. I recall previous years at least having some tracking info available.


Are the above issues widespread?


Ive put this in the Pension sections as the issues above seem specific to pension payments.

Instead of just moaning here, which at best will generate sympathy/other war stories (none of which will help you) why not post your question on https://community.hmrc.gov.uk/customerforums/pt in the hope you might get an actual answer/explanation?

It’s a fair point, and thanks for that link, but given the users here and fact that I know quite a high number are in similar boats I hoped I at least might get confirmation that my experience is common, or not.

But knowing whether or not it's common won't get you anywhere - wouldn't some sort of resolution or explanation from HMRC be more helpful?

green_man

Marcon said:

green_man said:

Marcon said:

green_man said:

Please can some of you confirm whether or not the Uselessness of the Personal Tax Account HMRC website is a widespread thing or if something is drastically wrong with my particular NI Number.

Here are a couple of my issues:

1. Reporting/Tracking form progress.

I submitted a P55 tax reclaim 3+ weeks ago.   If I look in the Check progress section it does not show this form at all, it just shows last years P55 as complete.  I have had a confirmation via e-mail that the form was submitted.  According to the website it should be online within a few hours? 

2.  Accuracy of Previous years tax summaries.

Since I started taking UFPLSs four years ago the yearly tax summaries take no account of P55 refunds that have been made.  So for example the 22-23 Summary shows £16900 taxable income with £5800 tax paid.  In reality a good chunk of the £5800 was repaid and I paid around £800. 



Im sure this has got worse. I recall previous years at least having some tracking info available.


Are the above issues widespread?


Ive put this in the Pension sections as the issues above seem specific to pension payments.

Instead of just moaning here, which at best will generate sympathy/other war stories (none of which will help you) why not post your question on https://community.hmrc.gov.uk/customerforums/pt in the hope you might get an actual answer/explanation?

It’s a fair point, and thanks for that link, but given the users here and fact that I know quite a high number are in similar boats I hoped I at least might get confirmation that my experience is common, or not.

But knowing whether or not it's common won't get you anywhere - wouldn't some sort of resolution or explanation from HMRC be more helpful?

Well it does get me somewhere, as if it’s common, then I won’t worry that something Is wrong with my account.  But based on EasyJet’s response, then maybe there is something wrong with my account. Either way I have raised same query on that HMRC forum (having spent about 20 minutes trying to create at account due to ‘failed captures’!!,  I don’t think it’s optimised for MacOS/Safari). So again thx for that link, let’s see if I get any response.

Simes122

I submitted mine nearly 3 weeks ago and it’s still in progress

green_man

Simes122 said:

I submitted mine nearly 3 weeks ago and it’s still in progress

Yeh that’s expected.  The expected completion date on mine based on their generic timelines was around 9th June. However, as stated, mine doesn’t even show as in progress, it doesn’t show at all.

my attempt at posting to the HMRC forum linked above doesn’t seem successful as my post still hasn’t been published?!

Dazed_and_C0nfused

green_man said:

Please can some of you confirm whether or not the Uselessness of the Personal Tax Account HMRC website is a widespread thing or if something is drastically wrong with my particular NI Number.

Here are a couple of my issues:

1. Reporting/Tracking form progress.

I submitted a P55 tax reclaim 3+ weeks ago.   If I look in the Check progress section it does not show this form at all, it just shows last years P55 as complete.  I have had a confirmation via e-mail that the form was submitted.  According to the website it should be online within a few hours? 

2.  Accuracy of Previous years tax summaries.

Since I started taking UFPLSs four years ago the yearly tax summaries take no account of P55 refunds that have been made.  So for example the 22-23 Summary shows £16900 taxable income with £5800 tax paid.  In reality a good chunk of the £5800 was repaid and I paid around £800. 


Im sure this has got worse. I recall previous years at least having some tracking info available.

Are the above issues widespread?

Ive put this in the Pension sections as the issues above seem specific to pension payments.

That sounds correct to me, I think you've just misunderstood what it's displaying.

The Personal Tax Account will (should) show details of your PAYE earnings or pension income.  The tax deducted was £5,800, the fact that £5,000 was refunded by HMRC is a separate matter, the pension company still deducted £5,800 in the first place.

Easyjet77

Update to my previous post : funds credited to bank account today. Online progress status has now changed to completed.  System is working well on my account, and payment sooner than expected. 

green_man

Dazed_and_C0nfused said:

green_man said:

Please can some of you confirm whether or not the Uselessness of the Personal Tax Account HMRC website is a widespread thing or if something is drastically wrong with my particular NI Number.

Here are a couple of my issues:

1. Reporting/Tracking form progress.

I submitted a P55 tax reclaim 3+ weeks ago.   If I look in the Check progress section it does not show this form at all, it just shows last years P55 as complete.  I have had a confirmation via e-mail that the form was submitted.  According to the website it should be online within a few hours? 

2.  Accuracy of Previous years tax summaries.

Since I started taking UFPLSs four years ago the yearly tax summaries take no account of P55 refunds that have been made.  So for example the 22-23 Summary shows £16900 taxable income with £5800 tax paid.  In reality a good chunk of the £5800 was repaid and I paid around £800. 


Im sure this has got worse. I recall previous years at least having some tracking info available.

Are the above issues widespread?

Ive put this in the Pension sections as the issues above seem specific to pension payments.

That sounds correct to me, I think you've just misunderstood what it's displaying.

The Personal Tax Account will (should) show details of your PAYE earnings or pension income.  The tax deducted was £5,800, the fact that £5,000 was refunded by HMRC is a separate matter, the pension company still deducted £5,800 in the first place.

 Interesting.  It seems if this is what's intended it makes it useless figuring out if you've payed the right amount of tax or not!!.