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Claiming tax refunds for a friend

I've been nagging a friend to tell HMRC about their professional subs, and they have sent me an email with them today for me to put a letter together.  She works all hours, so it's looking like I'm posting it too.  Can I PP it or will HMRC send it back (no doubt in 2014) with a note saying it has to be signed by the taxpayer?  Does it have to be signed at all?

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By ACDWebb
29th Jan 2013 13:33

If you are looking at back years

by means of Overpayment Relief (old Error or Mistake) the claim has to be by the friend, include certain details (as in the link) and is restricted to the last four years.

I would say that a PP'd claim will bounce and any claim should be by the claimant.

Can you not draft the letter and email it back for her to print, sign and post?

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29th Jan 2013 14:06

Ta

ACDWebb wrote:

by means of Overpayment Relief (old Error or Mistake) the claim has to be by the friend, include certain details (as in the link) and is restricted to the last four years.

I would say that a PP'd claim will bounce and any claim should be by the claimant.

Can you not draft the letter and email it back for her to print, sign and post?

 

Interesting to note about the official wording, in previous years I have just put 'what ho, I paid some subs, I'd like relief for them good chap!' (ok, not literally, but...) so I assume I've just got a generous person at HMRC opening my post :)

For the record if I do this for a client I put in evidence etc..., it's only family members that get such shoddy treatment from me.

And yes, you would think she could print and send it, but she is a very busy lady.  Ha, I just noticed, she has till the 5th of April doesn't she?  I'm stuck in tax return mode thinking it has to be by Thursday...

 

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By pjones
29th Jan 2013 17:13

No Overpayment Relief required

Assuming that your friend does not complete tax returns annually then you will not be required to make an overpayment relief claim  - a simple letter should do the trick as in previous years - see link for details you are required to provide. <http://www.hmrc.gov.uk/incometax/how-to-get.htm#2>

Note that if tax returns have been completed then overpayment relief will need to be considered and applied.

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