HMRC 6 month backlog on refunds? Anyone else?

Isthisforreal99

Dancaw said:

Yes this is for using my own vehicle, they apparently work of the advisory rates provided by HMRC i only found out i could claim this difference this year and can go back 4 years so claimed for all 4 years in January this year. 

I’ve had to provide mileage logs with post code to post and reason for travel, send expense sheets, that’s shows the breakdown and payslips as expenses are lumped together 

Your employer is being economical with the truth, your employer coukd pay you the full 40/25ppm tax free for using your own car.

They have elected to use the advisory fuel only rates but this does not cover your total running costs.

soulsaver

Getting 'off track' here, but to help it back on, here's an update to record that the refund still hasn't been paid.

OH wrote to them start of May. The letter was logged in their system May 25th

June they wrote saying that there had been an error with the(ir) 23/24 untaxed bank interest calculation that has subsequently been corrected. This has reduced the over payment to c.£1800 and will be paid by bacs.

Result?  Well no because as I write this (09/07) there is STILL no sign of the repayment. FGS. 

Dancaw

Sorry for hijacking your post, my point was regardless of what refund is being paid there is no urgency, and forgive me for coming to assumptions but all seems like delay tactics, every time I call there is a  8-12 week back log  they said this in March, April, June and now July apparently there just going through Mays Post. As of today.. 

sheramber

When people chase things up it adds to the backlog. Staff depend time answering phone calls , when they could be dealing with the post/ repayments. 

Three more enquiries there are the more the backlog gets longer. 

Staff numbers have been cut and there will be staff holidays now.

That all adds to the delays.

Nobody can tell you when your particular case will be dealt with. It is in a queue and will be passed for working when it reaches the front of the queue. 

What you are given is the standard reply the staff have been told to give at that time. 

probate_slave

On the subject of chasing up HMRC, I submitted an IHT35 loss relief claim in February. When I phoned to ask about it, I was told that claims were taking six months to settle. However, if not chased up by phone and "referred", they were taking a whole year.

So the claim may be sitting in a queue, but still benefit from being chased at least once. Or it may even be sitting in the wrong queue, as happened when I last needed a unique probate code.

soulsaver

soulsaver said:

Getting 'off track' here, but to help it back on, here's an update to record that the refund still hasn't been paid.

OH wrote to them start of May. The letter was logged in their system May 25th

June they wrote saying that there had been an error with the(ir) 23/24 untaxed bank interest calculation that has subsequently been corrected. This has reduced the over payment to c.£1800 and will be paid by bacs.

Result?  Well no because as I write this (09/07) there is STILL no sign of the repayment. FGS. 

Update: Finally the £1800 arrived yesterday. So HMRC hostaged it for it for another few months.

I better get started on her 24/25 claim...

Dazed_and_C0nfused

soulsaver said:

soulsaver said:

Getting 'off track' here, but to help it back on, here's an update to record that the refund still hasn't been paid.

OH wrote to them start of May. The letter was logged in their system May 25th

June they wrote saying that there had been an error with the(ir) 23/24 untaxed bank interest calculation that has subsequently been corrected. This has reduced the over payment to c.£1800 and will be paid by bacs.

Result?  Well no because as I write this (09/07) there is STILL no sign of the repayment. FGS. 

Finally the £1800 arrived yesterday. AFAICS It included no interest added from the amount stated in June - just hostaged it for it for another few months. I better get started on her 24/25 claim.

A Self Assessment overpayment should attract interest (known as repayment supplement) from 1 February after the end of the tax year in question.

So assuming you mean her Self Assessment calculation showed an overpayment of £1,800 and this has now been repaid then there should be some interest payable to her.

soulsaver

Dazed_and_C0nfused said:

soulsaver said:

soulsaver said:

Getting 'off track' here, but to help it back on, here's an update to record that the refund still hasn't been paid.

OH wrote to them start of May. The letter was logged in their system May 25th

June they wrote saying that there had been an error with the(ir) 23/24 untaxed bank interest calculation that has subsequently been corrected. This has reduced the over payment to c.£1800 and will be paid by bacs.

Result?  Well no because as I write this (09/07) there is STILL no sign of the repayment. FGS. 

Finally the £1800 arrived yesterday. AFAICS It included no interest added from the amount stated in June - just hostaged it for it for another few months. I better get started on her 24/25 claim.

A Self Assessment overpayment should attract interest (known as repayment supplement) from 1 February after the end of the tax year in question.

So assuming you mean her Self Assessment calculation showed an overpayment of £1,800 and this has now been repaid then there should be some interest payable to her.

Y, thanks.
I hadn't actually checked for accuracy, relied on memory. It wasn't material enough for her to be bothered to search out the paperwork... so I edited the comment without noticing you had posted in the interim.

soulsaver

I haven't checked if this has been mentioned elsewhere, but a few commented that like me last year, they couldn't find an online process for making a private pension contribution (HR additional) tax relief claim. 

It seems to have been 'born' in February this year.

So, go to Gov.uk, search, 'pension tax relief'.

If you follow the steps from there, you should get to here:

Claim tax relief on your private pension payments - GOV.UK

Bit more info:

Re 'Evidence': HMRC emphasise evidence must show full name.

I used relevant year, HL Spring investment report, extracting the SIPP contribution page, but HL docs don't show full name; just title, initial and surname.

However HL tell me (in writing, by secure message) that HMRC 'generally' accept it, as is. 

SoozyJ22

probate_slave said:

On the subject of chasing up HMRC, I submitted an IHT35 loss relief claim in February. When I phoned to ask about it, I was told that claims were taking six months to settle. However, if not chased up by phone and "referred", they were taking a whole year.

So the claim may be sitting in a queue, but still benefit from being chased at least once. Or it may even be sitting in the wrong queue, as happened when I last needed a unique probate code.

Wow! I need to phone later to chase an IHT35/C4 claim. It was received on the 1st of August and when I spoke to the helpline on the 18th of August to confirm they'd received it (tracking didn't work) I was told I should get a response in the next couple of weeks. Obviously I'm still waiting. The thought of having to wait 6 months, let alone a year to get this all tied up and the estate completed has made my heart sink. I thought I was almost there with just this and NS&I (who've been a nightmare) to go before doing the final income tax return for the estate.