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Original poster

tax rebate - do I have to claim it?

19 replies

3andahalfmonkeys · 14/06/2010 19:48

I finished work in oct 07 and have been off work since - will I be entitled to a tax rebate (online calculations says I am) for that year.

OP posts:
Original poster
3andahalfmonkeys · 14/06/2010 19:50

sorry pressed post too soon. also should they issue automatically or is the onus on me to claim it.

OP posts:
riksti · 14/06/2010 22:10

They don't necessarily know where to issue it (as your employer is not allowed to give them your address) so most likely you have to claim it yourself. Send them a letter with the copy of your P45 and they should refund you the difference.

DancingHippoOnAcid · 15/06/2010 00:42

Are you SURE your employer is not allowed to give your address to the Revenue? They actually would have supplied an address when they sent in the year end P14s. The OP should have automatically received a rebate but it seems to have gone astray somewhere so would have to ring tax office and chase it up.

NickOfTime · 15/06/2010 00:54

you need to write to them enclosing P45/P60. I'm entitled to a rebate every year and always have to claim it. Inland Revenue writing to you offering you money? Nah. Not in this lifetime. Once I even had a letter back saying I was indeed entitled to money, and I would have to let them know if I actually wanted it. Er, yeah. That's why I wrote to you asking for it.

DancingHippoOnAcid · 15/06/2010 00:59

Thats unusual Nick, I have always received rebates automatically when they have been due. You must have a bit of a rogue tax office.

In this case the OP was not employed at the end of the tax year so would not have received a P60, but all the necessary details would have been sent in by her former employer on form P14. The only paperwork she will have would be the P35 she received on leaving work, but if she has not worked since this will have all the information she needs to the end of that tax year

NickOfTime · 15/06/2010 03:00

oh blimey, really? typical... i assumed it was perfectly normal. in fact, i have been meaning to write my annual 'give me back my money' letter for a month now... they are always very good and send me a nice cheque after i write and ask for it...

i suspect it's something to do with me being on basic rate and without a tax code, then... would that make sense? (my wages vary wildy according to how much work i do, so they refuse to give me a code... all for the same employer though...)

NickOfTime · 15/06/2010 03:01
DancingHippoOnAcid · 15/06/2010 17:17

The P14 is the end of year return that the employer has to send to the Revenue for each employee giving details of earnings and tax and NI deducted in the tax year. It also has to have the employee's address and NI number on it so the tax office can keep each employees contact details up to date. Employers are obliged to provide these details to the Revenue.

Nick - I've never heard of someone being REFUSED a tax code - how does you payroll dept process your pay without a code? Having variances in your pay month by month should not affect your right to your tax free allowance - the only things which affect your tax code are having other untaxed sources of income and receiving benefits in kind which have to be taxed. If your tax office has not provided a specific notice of coding for you then your payroll dept should be using the standard tax code of 647L.

Who gave you the info on your tax code - the Revenue direct of your payroll dept? Sounds a bit suss to me

NickOfTime · 15/06/2010 22:59

no idea tbh - but it's been like it for about 4 years, and the tax office seems to think it's quite normal when i write to them and ask if they owe me any money... it doesn't say 647L on my pay statements... they originally said they wouldn't give me a tax code because i could have other sources of income (sometimes i do f/t sometimes p/t depending on what's occurring lol) so it was supposed to make it easier... perhaps they tax me using 647L even though it's not on my statements then?

i just write to the Revenue direct once a year to get it all balanced out - the letter always says the same thing lol - 'no other earnings, can you determine if i am eligible for a refund'

i'm having a nightmare at the moment - we've just moved to canada and i'm trying to work out which country i'm tax-resident of... the uk says uk, and the local accountant says canada . there is a tax agreement, but it only works if you can actually determine tax residency for a particular country lol...

it all seems to be above board, if a little random!

riksti · 16/06/2010 06:51

It is possible to be tax resident in both countries at the same time. Do you intend to be out of the UK for more than one complete tax year? If so then you can complete the form P85, send it to the Revenue and establish your non-residency through that.

If not, then you might end up being resident in both countries at the same time and will be taxed in both countries BUT you will get credit for tax paid in Canada when you're declaring the same income in the UK and the other way around.

DancingHippoOnAcid · 16/06/2010 08:51

just confused that the Revenue say you have NO tax code. Your payroll can't be processed without a code of some sort. It may be a code, such as BR, which does not allow you any personal allowances against income, but there must be some sort of code.

NickOfTime · 16/06/2010 21:47

thanks both - will have a look when i drag the tax file out to send my annual letter... it's probably BR then.

and will look up p85, but suspect we have to remain tax resident of UK (dh paid and taxed by UK company to work here...)

Original poster
3andahalfmonkeys · 17/06/2010 18:47

oh well rang tax office yesterday who said I am entitled to a rebate from 07/08 as I suspected and he has now requested it for me. can't believe I have only just realised 2 years on and they don't organise sending it out.

OP posts:
SkipHopJump · 17/06/2010 18:57

I always have to apply. Applied for last years 3 months ago and got it back today! £500, wouldn't have minded that at the time to be honest!

Original poster
3andahalfmonkeys · 17/06/2010 19:01

its wrong though isn't it? I have only just realised - all that interest!!

OP posts:
DancingHippoOnAcid · 17/06/2010 23:16

The repayment should include an element of interest from the date the tax was paid. The rate is set by the Revenue each year, but it is not very generous.

trixymalixy · 21/06/2010 21:35

So how do you go about getting a tax rebate then? i am due one as I was made redundant at the beginning of the year.

I don't have a P60.

riksti · 21/06/2010 23:13

You should've had a P45 when you were made redundant. That would show you your total income for the year and the tax deducted. If that's all the income you've had for the year then all you need to do is write to your tax office (can be found here with a copy of your P45.

trixymalixy · 24/06/2010 00:07

I do have a p45 but I was paid an extra bonus after leaving so doesn't include all my income for the year.

i actually just phoned the tax office and they have sent an email to someone who will sort it out. i hope!

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