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After the tax year finishes, employees are given their P60s and many check to see if they are due a tax rebate.

This year people might be waiting longer than normal as the Inland Revenue updates their computer systems, putting all tax records on a consolidated platform.

Refunds already take up to three months to issue, with some taking even longer due to ‘extra security checks’. Telephoning or writing is often futile as the Inland Revenue have a two month backlog of post.

Many fear that the implementation of the new computer system will only compound problems as staff need training as they familiarize themselves with the new platform. Thisismoney.co.uk reports that Revenue & Customs says: ‘We will work hard to deliver our normal levels of service, but in a few cases we may not be able to respond to queries or correspondence as quickly as we would normally expect to do so. We apologise for any inconvenience this may cause and will do everything we can to minimise this. In particular, we will ensure that key services, such as making tax refunds to low income customers, are given priority.’

How to Speed Up Your Inland Revenue Tax Refund

We can’t ensure that there will be no delays, but one way of reducing any possible problems is to ensure that you have all your P45/P60’s included with any application you send to the Inland Revenue. If you do not have a P45 or a P60, a statement of earnings is a sufficient replacement. Before sending any documentation make sure you photocopy all documents. Even if the Inland Revenue has a complete work history for you, it is worth sending a P91 so that they cannot claim to have a broken employment record.

A tax refund agent can help with your tax return. They have long-term experience in dealing with HMRC and will know what to send to ensure your refund is completed in the quickest possible time.




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Anonymous - Thursday, May 13th, 2010

If there is a asterix/star next to your tax amount and an R in brackets what does this signify?

Anthony Barron - Friday, May 14th, 2010

I am CIS registered and need to know my UTR number. Urgent

TaxFix - Friday, May 14th, 2010

We would have to see it to be sure, but often an ‘R’ signifies ‘Repayment’

TaxFix - Friday, May 14th, 2010

Anthony,

If you need urgent help with your CIS tax return one of our accountants will be more then happy to help. Just follow the link below:

http://taxfix.co.uk/tax-return/cis.php

Jim - Tuesday, May 18th, 2010

If I’m leaving the country for good can i claim national insurance money back? If so how?

TaxFix - Wednesday, May 19th, 2010

Hi Jim,

It is possible to claim back a portion of your national insurance payments, this is known as ”contracting out of the state pension’. You can only contract out of the state pension if you are living and working in the UK. You can learn more about NI rebates here.

Anonymous - Tuesday, May 25th, 2010

what does CIS stand for?

TaxFix - Wednesday, May 26th, 2010

Construction Industry Scheme

sandie - Wednesday, May 26th, 2010

My daughter has been working in America for 18 months and has just revisited us in the UK for a holiday for a month…She is leaving for Australia this month to work over there…She has not wored in the UK since November 2008..She has all her pay slips from her last employer but cannot find her P60..How does go about reclaiming tax that she paid for that tax year.

TaxFix - Wednesday, May 26th, 2010

Sandie: If you daughter stopped working in the UK in November 2008 it is likely that she is due a tax refund. She should have been given a P45 from her employer when she finished working. Does she have this? Not to worry if she does not. She can get a replacement, by writing to her employer at the time and asking for a ’statement of earnings’. This will act as a replacement for a P45 and can be used to claim her tax back. If you like we can send you a template letter, just Email us on template@taxfix.co.uk

Anonymous - Thursday, May 27th, 2010

I quit my job around the end of February 2009 but received an overpayment at the end of March 2009 (which I am currently repaying at £50 per month).

I loaned a friend approximately £6500 to help him start up a business. I worked for him temporarily (but was not employed by him) from 6th March 2009 until the 8th July 2009. I was not paid but received £300 per week (£5100) as payment against my initial loan.

I returned to my old job at the end of July 2009 and was put on BR tax code. I have been on this code since, even since the start of the new tax year.

According to my latest p60, I was paid £10363.94 and deducted £2072.60 in tax.

I have not received any further repayments from my friend and I don’t envisage receiving any in the future, despite issuing him an invoice for £5100 for services during the time I ‘worked’ for him.

I did not register as self employed or claim benefits at any time.

I would like to get my tax code sorted plus any refund I am owed. Please advise best course of action.

TaxFix - Thursday, May 27th, 2010

Anonymous: To find out if you are due a tax refund for 2009/2010 all you need to do is input your total income for the yaer and the tax that you paid, into our tax calculator. It will tell you instantly if you can claim anything back from the Inland Revenue.

anon - Friday, May 28th, 2010

just before april 5th my employer told me i had been overpaid by 2580.32 she deducted this from my gross pay TD on my wage slip which showed i was due a tax rebate of 541.00 yet my p60 says im not due one why would this be

anonymous - Saturday, May 29th, 2010

i work full-time, i was reistered has having a disability dose this make any changes to the amount of tax i now pay.

29 may 2010

TaxFix - Saturday, May 29th, 2010

Anon: Were you paid the tax refund through your wages by your employer? Have you checked your P60 using our tax rebate calculator?

pam - Sunday, May 30th, 2010

how can my husband get a copie of his tax return 2008/2009

TaxFix - Sunday, May 30th, 2010

Pam: Is your husband self employed? Did he submit an electronic version of paper version of his tax return?

Anonymous - Monday, May 31st, 2010

I need to fill in a form p87. Is the allowable expense figure the one entered in section 6, or the figures put in section 2 box 6? I don’t fill a return in at the moment, so I need to know which figure is the allowable expense, as if it’s above £2500 then I need to fill in a return.
Thanks.

TaxFix - Monday, May 31st, 2010

Anonymous: If your alloawable expenses are above £2,500 then you will need to complete a tax return. If you would like us to complete your tax return for you, you can apply here.

CJ - Monday, May 31st, 2010

I am about to receive a substantial sum as a gift from a relative who has sold a business – how do I assess capital gain tax liability please ?

Anonymous - Monday, May 31st, 2010

Thanks for that, but which figure on the form p87 needs to be below £2500? The one in section 6 orthe one in section2?
Thanks

TaxFix - Tuesday, June 1st, 2010

CJ: You do not pay capital gains tax on a gift. The person that sold their business may be liable for capital gain tax not you.

Steve - Tuesday, June 1st, 2010

Back in January, my accountants estimated that I had overpaid income tax to the tune of £2000.00 and submited my tax returns. In March the Inland Revenue promised to have the matter sorted by April. It is now June and still no rebate.

My accountants tell me that all theur clients due a repayment are in the same boat.

Is the Inland Revenue broke? Surely there must be some legal limit to how long they can keep us waiting? What can I do?

TaxFix - Tuesday, June 1st, 2010

Steve: Often the Inland Revenue can have back logs with their tax rebate claims, especially around the end of the tax year. You could give your local tax office a call and see what the hold up is, but it is unlikely to speed things up.

CJ - Tuesday, June 1st, 2010

Thank you – would I have any other tax liability on receiving such a gift ? – the seller of the business has already paid tax on the money.

TaxFix - Wednesday, June 2nd, 2010

CJ: If the person that gave you the gift dies within 6 years, you may be liable for inheritance tax.

PL - Wednesday, June 2nd, 2010

Hi, i was working from 10/09 to 03/10 my tax code was BR it was my only job..i left the job at the end of march 2010, and went back to the same job again. But from 10/09 to 03/10 my Gross pay was £4898 but i got taxed £989 am i due a refund? i didnt get no p60 when i left i only have p45!

TaxFix - Wednesday, June 2nd, 2010

PL: Yes, you can claim back all £989 as you earned below the tax free allowance. You only need your P45 to make your claim. You just have to complete our online tax rebate application.

CJ - Thursday, June 3rd, 2010

Thanks for your help

Anonymous - Thursday, June 3rd, 2010

I have been on BR tax code since April 2010 and am due to get paid on the 18th June, I have had a letter to confirm my code as 647L but it has not been confirmed and changed. my partner is umeployed and I am paying for everything which is leaving us very tight on money when is this issue going to get sorted so my tax code will be corrected? And will I have to do loads of running around to get the refund or will it be refund automatically?

TaxFix - Friday, June 4th, 2010

Anonymous: If you have been on an emergency tax code then it is likely that you have overpaid tax and are entitled to a tax refund. You can only claim at the end of the tax year (April 2011) as it is unlikely that you will get the refund automatically. Have a look at your latest wage slip to see if you have been put on the correct tax code. Make sure to keep any P45 or P60 that you get from your employer, so that you can claim your tax rebate at the end of the tax year.

Anonymous - Sunday, June 6th, 2010

My civil partner got fired from his job a couple of months ago and is not currently working. My income has to support us both. Can I get a tax refund?

How do i found out my utr number? - Tuesday, June 8th, 2010

Its not on my p60, need it urgently!

TaxFix - Tuesday, June 8th, 2010

How do i found out my utr number: You normally only get a URT (unique taxpayer reference) number if you are doing an online tax return. Are you doing a tax return because if you have a P60 it sounds like you are in paid employment. If you are doing a tax return you can contact your local tax office who can help with your UTR number.

Jan - Wednesday, June 9th, 2010

I am confused. I work full time and also receive a government widow’s pension and a very small private widows pension.

ANON  - Tuesday, June 15th, 2010

My father was due a tax rebate of £3500 two months ago and still has not recieved it ,even after many phone calls and emails. What else can he do and is there an independant body he can contact about this situation? Also if the tax office can issue fines and interest for late payments surely he can?

Anonymous - Tuesday, June 15th, 2010

My husband passes his married couples allowance over to me as I pay any income tax which we are due but the Inland Revenue altered my Tax Code which resulted in my pension being reduced due to the amount of tax which I had to pay. After contacting the relevant tax office, he submitted the appropriate form in April to have the allowance transferred to me. How long does it take to rectify this and will any refund be made through my works pension or will a payment be made direct to me

TaxFix - Tuesday, June 15th, 2010

ANON: It can be quite frustrating at times dealing with the Inland Revenue, unfortunately due to their back logs you have to wait until the refund is processed. You could call and chase up the claim, this may help,

norman georgenson - Wednesday, June 16th, 2010

my tax code used to be 647 I think (married man with children)and now it’s BR does this mean that i’m on the emergency tax code. As I used to pay approxametly £46 and now it’s £64 is this right or am I entiteled to a refund?

TaxFix - Wednesday, June 16th, 2010

norman georgenson: A BR tax code is an emergency tax code. Often when you are on an emergency tax code you overpay tax if you only have one job. At the end of the tax year you will recieve a P60, when you have this you can check to see how much your refund will be by using our tax refund calculator.

Anonymous - Sunday, June 20th, 2010

I sent and had the tax office work out and agree I was owed £300 in tax. they sent a letter at the end of April agreeing that they owe me this and that soon as the new “computer” system is sorted they will send me it in cheque form. Is the computer system still playing havoc? do you think I should give them a ring? Thanks x

tarem - Sunday, June 20th, 2010

Where I would find a form R40?

TaxFix - Monday, June 21st, 2010

tarem: You can download form R40 from here.

TaxFix - Monday, June 21st, 2010

Anonymous: The Inland Revenue computer system are often being upgraded which often causes many delays. You can call up your local tax office to check to see the status of any claims.

not so bright Spark - Tuesday, June 22nd, 2010

I have recently gone self employed and have started working as a sub contractor to an electrical firm. do they need to know my utr number? and wat other details other than my bank account do they need? i thought i sorted my own tax and everything?

TaxFix - Tuesday, June 22nd, 2010

not so bright Spark: If you are self employed you will need to do a tax return. A UTR number is used when completing your tax return. I am not sure why they would need to know your UTR number, I would ask your employer.

bernie. - Wednesday, June 23rd, 2010

i have lived with my partner for 20 years,can i claim her tax allowance?

mark j - Wednesday, June 23rd, 2010

hi i have been trying to get my tax rebate back since april i have since learned that 4 weeks ago they needed a p45 from the jobcenter i duely got this. now they are telling me i have to wait another 2 months making it 5 months in total i would have waited is there a time limit they can hold your money? as i have been told 4 dates now i know the amounts due to me as they have told me over the phone

Steven - Wednesday, June 23rd, 2010

Can you please email me the address for me to send my p60 to see about a tax rebate

TaxFix - Wednesday, June 23rd, 2010

Steven: You can check to see if you are due a tax rebate by using your P60 and our tax rebate calculator.

TaxFix - Wednesday, June 23rd, 2010

mark j: The Inland Revenue require all the documentation before they will issue your refund. Unfortunately they don’t have a time limit as such.

Mr JB Walsh - Thursday, June 24th, 2010

dear sir
i finished work to look after my disabled son i claimed a small pensin from legal and general which i was taxed on am i entitled to claim the tax back as i am not working

Big steve - Thursday, June 24th, 2010

If you complete on-line self assessment, and are owed a refund, do you also need to send documentation? In a previous year, I owed tax, paid on line, but was not asked for documentation !?

TaxFix - Friday, June 25th, 2010

Mr JB Walsh: It all depends on how much you earn and how much you end up paying in tax. You should have been given a P45 when you finished work, and at the end of the tax year you should be given a P60 fromy your pension provider. When you have these you can calculate if you are due a tax rebate by using our tax rebate calculator.

Dave - Tuesday, June 29th, 2010

My Dad passed away in Dec 2009 and was self employed, I had to get an accountant to sort out tax return for year up to his death and as I am responsible for his will I was liable to sort everything out. A tax return was sent online at the end of April and an acknowledgement was received to say it was received. I opted to have any funds transferred electronically transferred straight to my bank account, and was told that the process would take up to six weeks to process, was told there was a refund due. it’s now been 8 weeks and still nothing, I am unable to chase with tax office as they don’t recognise me as having authority on my fathers account. tried chasing with accountant and they are not very helpful either. Could you suggest what action I could/can take at present to sort this out, Thanks

TaxFix - Tuesday, June 29th, 2010

Dave: Refunds can often take longer then 6 weeks as there can be back logs with the Inland Revenue.

dave - Thursday, July 1st, 2010

I have been out of the country for 8yrs and am thinking about, returning to the uk and becoming self employed again can you tell me how to re-register for tax and getting a UTR number and what else would I need. Thanks

TaxFix - Friday, July 2nd, 2010

dave: The Inland Revenue have a page which recommends what you should do if you want to become self employed. If you need help completing your tax return, we offer a comprehensive tax return service, and would be more then happy to help.

Michelle A - Friday, July 2nd, 2010

I filed for a tax return in March when i lost my job and had to move abroad to live with parents, It has been 5 months and i have not received a penny, they lost some of my documents, wrote to me at a wrong address and are saying they are awaiting for infomation from Job seakers when i was claiming this! Ive sent in a P45 from them but they said it will not be processed until aug due to the backlog, but JSA may get in touch before then! I have constantly rang for weeks but nothing seems to be happening, i havent earnt any money or had a job since the one i lost… Is there any way of making a complaint or getting this done quicker!!??

Anonymous - Wednesday, July 7th, 2010

i was declared bankrupt in april 2008 and discharged from bankruptcy in december so last year the official reciever took all my tax rebate off me i was just wondering will they do the same again this year ?

Anonymous - Thursday, July 15th, 2010

what number do I call?

matthias  - Tuesday, July 20th, 2010

i have been told my tax rebate has been selected for extra security checks and every yr its the same why is this as they have my details of everything and say it is random but everytime im claiming isn’t random and yet they always pay out a few months later if i owed them they would charge me for every month i delay so whats the deal with this pls

Anonymous - Tuesday, July 20th, 2010

ive lost my p60 for tax year 08-09 and work said i have to get a replacement from inland revenue how do i do this?

TaxFix - Wednesday, July 21st, 2010

Anonymous: You do not get a replacement P60 from the Inland Revenue, you will need to write to your employer and ask for statement of earnings on company headed paper. This can be used as a replacement for a P60.

Anonymous - Wednesday, July 21st, 2010

I received a lump sum payment off a past employer to leave their pension scheme. Tax and NI was deducted before i received payment but was only taxed at 20% but as a higher tax payer 40% i asked my local tax office in march how i go about paying the extra and was told i would be contacted but hve heard nothing. Will i have to pay a lump sum or will it be incorporated in my next years tax code

Docker Watson - Friday, July 23rd, 2010

My mother in law has just returned to work at the age of 57! She works just 13 hrs per week, and in order to not have to sign on, want to make up to 16hrs or more per week. I am happy to pay her 4hrs per week to look after my daughters for 1 hour per day mon-thur. How do I do this? I want it to be all above board, and declared to tax etc?

Jambo - Saturday, July 24th, 2010

I received a tax rebate cheque in 2001,moved house and lost it, and unbelievably found it the other day, is there any way to renew this as the 6 month expiry has very much gone

TaxFix - Saturday, July 24th, 2010

Jambo: Unfortunately there is a 6 year deadline for tax rebates.

jeff - Wednesday, July 28th, 2010

i have had £594 deducted for a few years from my tax allowance through having private medical insurance through my employer (tax code 588L) as of november of 2009 i opted out of said medical insurance.. i am STILL on tax code 588L! as the PAYE Coding Notice i received for 2010/11 has stated.. my employer sent the P11D form to the inland revenue in may which denoted a benefit of just £30 to me, being at the start of a new insurance cover.. when can i expect my tax code to become £6475? and have overpaid tax returned to me?

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