Share this content
11

Current year tax refund refused by HMRC

Current year tax refund refused by HMRC

Didn't find your answer?

Form P50 for 16/17 sent to HMRC for repayment as client had been made redundant. HMRC have replied saying they cannot make refund until end of tax year because client is in SA. Does anyone know if this is correct please?

Replies (11)

Please login or register to join the discussion.

RLI
By lionofludesch
01st Sep 2016 15:02

Box 1 on page 6 of the SA return invites you to enter any current year tax refunded by HMRC or the JoblessCentre.

What's that for if they can't refund current year tax ?

I'm genuinely interested in their reply.

It's typical of HMRC - they don't realise that folk out of work need their tax repayments now, not in a year's time.

Thanks (0)
Replying to lionofludesch:
avatar
By Diane
01st Sep 2016 15:16

It was a claim made on a P50 (for 16/17) but I really don't see why it should make a difference? Typical HMRC I guess.

Thanks (0)
Replying to Diane:
RLI
By lionofludesch
01st Sep 2016 16:14

Yes - I understand that.

My question is - why have a box on the form for in-year tax repayments if they can't make in year tax repayments ?

Thanks (0)
Replying to lionofludesch:
By itp3asso
05th Sep 2016 13:30

JOBLEESS Centre.

Luvvvvitttttt!!!

Thanks (0)
Replying to itp3asso:
RLI
By lionofludesch
05th Sep 2016 13:48

Aye - time was when you'd go there and the staff would be there to help you get a job.

These days, their role is to stop you getting benefits.

Thanks (0)
Red Kite
By Red Kite
01st Sep 2016 15:50

Does your client need to be included in the self-assessment regime, in 2016/17?
If in your opinion he/she does not then, why not request that the case is removed from the requirement to produce a tax return and the HMRC perspective is no longer valid.

Thanks (2)
By Marion Hayes
01st Sep 2016 20:04

The computer does not allow a reconciliation to be performed if there is an active sa record. You are not allowed a refund in certain circumstances such as claiming jsa or other benefits or you expect a new job within 4 weeks. It is only supposed to be for cessation payments.
Write back saying their reason for refusal is invalid, if it is of course, and refer them to PAYE94025 of the PAYE manual which tells them how to make repayment if they have an active SA record.

Thanks (3)
avatar
By BrianNicholls
02nd Sep 2016 09:11

Surely he gives his P45 to Job Centre and his benefits will include any tax refund.

Thanks (0)
Replying to BrianNicholls:
RLI
By lionofludesch
02nd Sep 2016 10:19

BrianNicholls wrote:

Surely he gives his P45 to Job Centre and his benefits will include any tax refund.

You'd've thought that but nope. You get an emergency, week 1 code. No refunds.

Apparently PAYE is far too difficult for lazy Joblesscentre staff to deal with. Leave all that to the plebs. "We're the Government, we can do as we like."

Thanks (0)
avatar
By Expat24
08th Sep 2016 20:01

HMRC tried this with one of my P85 cases, as individual left the UK permanently to return to their home jurisdiction in May! I wrote in the strongest possible terms and, sure enough, the in-year repayment was duly paid.

Thanks (0)
avatar
By JustinMillican
18th Sep 2016 22:21

From the HMRC website

https://www.gov.uk/claim-tax-refund/youve-stopped-work

if you contact the HMRC helpline they should be able to issue out a specific form for redundancy payments and claiming a refund on them and then you would enter the refund on the SA return when it is completed so that a further refund is not given

Thanks (0)
Share this content

Related posts