Tax refund...

I am trying to claim a refund of overpaid tax for several tax years. But the problem is that one company I worked for in the 08/09 year I have no P45/P60 from the company concerned, just printed payslips saying what my deductions were.

I rang the tax office and they said that he hadn't filed any information with them regarding my tax payments. It's not a problem for me to not claim back the overpaid tax from this job, because the tax I was supposedly paying was broadly in line with what I had calculated it should be, and I only worked there for three months before I came back after Christmas to find he had legged it, leaving an empty unit, but the tax office say that without all my P45s/P60s for the time period, they won't be able to consider the claim.

Any advice?

Reply to
Jake
Loading thread data ...

You would not have had both P45 and P60 (unless you left in the year are were then re-employed). From what you say I assume it was a P45.

If you never received the P45 make that clear in your claim and also make clear to HMRC that your employer failed to meet his obligations under the PAYE regulations. Stress then that you have satisfactory alternative evidence in the form of your payslips. (HMRC may worry that your payslips do not cover all payments. But they should not use that as a blanket block on repayments. And these days there is some information employees can only get from payslips.)

If you have lost the P45/P60 you could just do the same but keep quiet about it and rely on the payslips.

Expect HMRC to come back asking for a P45/P60 if you don't provide one. It's a routine part of the processing done by the clerical staff. If so just politely point to the payslips. And ,if they dig their heels in, politely ask if you can make self-assessment tax returns for the years in question so you can then appeal if they will not accept your figures. (They won't want the tax returns that they will make a lot more work.)

And of course keep copies of everything you send to HMRC.

Reply to
Robin

Yes. But the documents that I need to submit as proof are either P60 or P45, so either would do. As you say, there was no end of year, so it would have been the P45.

HMRC are asking for the originals, I realise that you are saying I should make photocopies for my own records. You are imagining a scenario where HMRC, as a large bureaucratic organisation, (or the postal service) may lose one or all of these originals that I send in, and I hear nothing back until I chase them as to where's my money. They say we never received your documents. I say that I sent them in. If they only accept originals, my photocopies won't do if I have to resubmit?

Reply to
Jake

Yes. But in that event you ask them to refer the matter to their team leader and if need be on to their customer services manager. If that does not lead to a result then ask for tax returns so if need be you take the matter to appeal. At an appeal hearing all the evidence would be considered: on the one hand you have your copies of the payslips, your letters to HMRC etc*; on the other hand HMRC presumably say they have no record of the payslips and also no end of year returns from the employer. Unless HMRC argue you fabricated the whole employment they don't seem to have much of a case. But if you set it out clearly for HMRC and keep asking politely** for the matter to be referred up I doubt very much you'd need to go as far as an actual appeal hearing.

  • By the way, do you have any additional evidence of the employment other than the payslips - eg were you paid by BACS transfer to your account so your bank statements show the net amounts?
** Sorry if I am over-doing the reference to politeness. It's not that you give me any cause for worries. It's more that I know both on the one hand how frustrating it can be to deal with such matters and on the other hand how the staff dealing with these matters get a lot of undeserved abuse.
Reply to
Robin

Paid by cheque. But I kept photocopies of every cheque with the company name on it. It was a Ltd company and traces of it are at companies house (awaiting dissolution- and has been for over a year)

Reply to
Jake

"Jake" wrote

Send all originals by registered post, so you at least have proof that some droid at their organisation received the documents

Phil

Reply to
TheScullster

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.