Overpaid tax for year ended april 2008

averageguy11

Hi

My wife left her work in september last year...and has just her p45...i'm assuming that as her allowance wud hav been spread out over 12 months, tht she would hav ended up paying more tax thn necessary.

How does she go about claiming it back...no idea what tax office she has...(she might go back to work in the next couple of months..but thn again might not and we r in a new tax year if tht matters)

TIA

dzug

Yes - other things being equal she will have paid too much tax.

She will have to contact her tax office - it will be the one who deals with her last employer. I think it will be on the P45, but it's a long time since I saw one.

The P45 is no use in the new tax year.

edddd1

Yes she should be entitled to a refund. I take it she has not claimed any taxable benefits since leaving the job, like Job Seeker's Allowance? If she has she'd need the P60U from the job centre (if claiming up to 5th April 08). If not, then it would be a case of sending her P45 (normally just parts 2 and 3, but if she was on an emergency or week one code then best send all three parts, but take a copy to keep for your records, as pay figures don't show through to parts 2 and 3)) PLUS an employment history for the tax year- 6th April 07 to 5th April 08, explaining any gaps when she wasn't working, and explaining if she was claiming benefits or not (HMRC have form P91 for this, available if you search on https://www.hmrc.gov.uk)

It would go, as the last poster suggested, to her Tax Office (whoever deals with her last employer, if now not working, and not getting any occupational pensions etc). The office that deals with her can be found by finding the first three digits of the PAYE reference number shown on the top of the P45. Find that reference, and if possible follow the link below to the HMRC website, type in the three digits and look for the office that comes up.

http://www.hmrc.gov.uk/local/individuals/index.htm

Post the employment history (showing her National Insurance Number, name, address etc) plus the P45 to her tax office, or drop it in a local HMRC Enquiry Centre.

Sit back and wait...up to 12 weeks, hopefully less. The search above should also reveal a 0845 number to her tax district to chase up if any progress has been made, say after 4-6 weeks.

An assessment should come through eventually. 07-08 if she under 65 she could earn £5225 tax free, the next £2230 at 10 percent, rest at 22% up to a certain point (when it becomes 40%). Rates would be on HMRC site.

If you want the refund to go to a bank account, you need to give all the details in the letter and it to be signed by your wife.

Hope that helps

averageguy11

Thanks for all yur help