Hello
On a few returns last year I asked for a file to be removed from self assessment in the additional information box.
These were, for example, if rental income ceased and all other income was taxed though payroll going forward.
However, from looking at the HMRC website, in all of these cases a 08/09 SAR has been issued.
I never really had this problem before electronic filing. I think the problem is "where is the trigger from the electronic return, to communicate that no 2009 SAR should be issued? "At least when a Tax Return was manually inputted on the Revenue systems, someone should pick the additiional infromation up.
Is there another way I should be doing it?
Thanks in advance
Anon
Replies (8)
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Repayment cases
I have noticed that the HMRC often remove people from self assessment who have received repayments.
Coincidence???
Removing a file from self assessment
We've tried letters but they just get ignored. Seems to me that the Revenue only remove ones they shouldn't remove and then change their minds later and bring 'em back into the fold !
Who Knows
what the trigger is?
I wouldn't try to circumvent whatever the trigger is because all you'll do is upset yourself. I've accepted that HMRC have to think of it themselves i.e. cessation of the issue of the return.
I do a few returns each year for nothing because of this but it's a small price to pay for a quiet life.
Stephen
Agreed, the list for Tax Returns to be issued are finalised in mid-February and are irreversible. Someone at HMRC confirmed this tome last March.
SA Exits
I agree with Chris. HMRC want to remove "customers" from SA. I've had some clients receive two exit and entrance letters in the same tax year which means HMRC are aware of changing circumstances and react accordingly. Much of this automatically generated which is why it is so important to submit returns electronically.
A SAR should not be issued by HMRC where the previous SAR shows cessation dates to property income or self employment for example. If there is no reason to received an SAR then you should receive an exit letter. This has worked for my clients.
One word or warning though. I believe the generation of SARs is created in February so any late submission of SARs will probably mean another SAR to do as it was too late to omit it from the run list. This was true for a married couple client of mine. They both ceased trading from their individual self employments. The wifes SAR was submitted on time and did not receive an SAR in the following year. The husbands SAR was not and did.
David
"This problem is common. Seems HMRC don't like losng SA customers. "
I find the opposite is true. HMRC just love to remove from SA those that really should be there (like the self employed!). Perhaps our conflicting experiences of HMRC are the common problem...
common
This problem is common. Seems HMRC don't like losng SA customers.
We had a client who died. Grant of probate and death certificate accompanied final Tax Return. Four years since they died the Revenue are STILL demanding annual returns. Every year we write saying the taxpayer is dead. Every year they ignore the letters. They are even issuing penalty notices, so, we have simply told them to take the matter to a hearing and we have supplied them with an estimate of our costs for attending making it clear that we will pursue our costs through the courts if necessary.
A letter
I would try an old-fashioned letter.
I understand that the entries in the white spaces may not be read in returns submitted online unless selected for enquiry, hence the issue of 08/09 SARs.