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What is the "deadline" for getting a repayment?

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Client has 2018/19 SA repayment due. This is less than the 1st POA for 2019/20. What is the latest date to submit the 2018/19 return in order to get the repayment rather than have it kept back by HMRC to offset the 2019/20 POA?

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By JDBENJAMIN
06th Dec 2019 15:01

I'm not aware there is any deadline. I would guess it just depends whether HMRC action the refund request before 31 January!

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By Not Anonymous
06th Dec 2019 15:17

It used to be 45 days.

By which I mean any overpayment not refunded by 45 days before a charge becoming due would be allocated to tax becoming due in the future.

And by "tax" I really mean anything becoming due on the Self Assessment account

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By Wanderer
06th Dec 2019 15:26

In my experience they normally set it off for returns filed after the first few days of December.
If they do, and you really want it refunded, just ring them up and ask for the refund straight away. Most of the time they'll accommodate the request.

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By Red Leader
06th Dec 2019 15:49

Thanks for the answers. 45 days rings a bell.

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By Roland195
06th Dec 2019 17:25

Be interested to know if there is actually a policy. Most of the time it seems its as the mood takes them and almost certainly the opposite to what I told the client would happen.

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By Not Anonymous
06th Dec 2019 18:41
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By SteLacca
07th Dec 2019 11:01

It depends on which HMRC employee is making up the law on that particular day.

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