Tax refunds

Author
Discussion

dlewis

Original Poster:

315 posts

276 months

Wednesday 22nd December 2004
quotequote all
Can anyone tell me how to obtain refund for tax paid by my daughter?

She worked part time in the summer and has moved on to new part time work to help whilst at Uni.

She has yet to exceed the lower limit.

Her former employer has failed to supply a P45 despite numerous calls.

Her current employer is slow to help.

Is it a P46 or another form we can download to get things moving?

We have all her payslips etc.

Thanks.

pdV6

16,442 posts

268 months

Wednesday 22nd December 2004
quotequote all
Fill in a tax return and include copies of all payslips.
I guess she's been taxed on the emergency code in the first job and again in the 2nd (as no P45 was given to her)?

Eric Mc

122,858 posts

272 months

Wednesday 22nd December 2004
quotequote all
She should ask her current employer to supply her with a blank Form P46. This is a declaration form which she needs to sign. The form states "This is my only or main job" and allows her to have the full personal allowance allocated to this employment.

As has already been said, filling in a 2004/05 Self Assessment tax form will ensure any tax overpaid in the tax year 2004/05 is refunded to her. However, the 2004/05 tax forms will not be issued by the Inland Revenue until after 5 April 2005 so there is no point in asking for one yet.

dlewis

Original Poster:

315 posts

276 months

Wednesday 22nd December 2004
quotequote all
Pete/Eric

Thanks for a prompt reply.

I have downloaded a P46 and the employee bit seems very simple to complete.

I will pass this to her current employer and see if this moves it along.

Eric Mc

122,858 posts

272 months

Wednesday 22nd December 2004
quotequote all
Just some background on how the P45 works.

The P45 is a four part form which is filled in once, by the ex-employer. The three underlying portions are then separated. This is what happens next:

The top copy (Part 1)is completed by the ex-employer and sent to the Inland Revenue. This is the ex-employer notifying the Inland revenue that the employee has left his employment.

The second part (Part 1A)is given to the employee and they are supposed to keep this for their own records.

The third part (called Part 2 - stupid, I know) is given to the new employer the day the employee starts work at their new job.

The fourth part (Part 3!!!) is also given to the new employer. He then sends this part to the Inland Revenue. This is his notification to the Inland Revenue that the new employee has started work for him.

bga

8,134 posts

258 months

Wednesday 22nd December 2004
quotequote all
I did this a few at uni. All very straight forward & nice to get the money!