P800 Tax Calculation help

[di30]

Re: P800 Tax Calculation help

Been a while since posting on this one but I know Ju have had a lot on her plate in these recent months (family stuff) etc.

However, she did call in yesterday to leave the letter she received in her post yesterday morning in regards of the questioning of why she never received the full overpayment £449.89 where she received £270.89 in June.

She is concerned because she never had the chance to appeal this one and its only now she received the letter of explaination.

.................................................. .................................................. ...
Dear Mrs

Thank you for your letter 1 July 2013 regarding my colleague's letter of 13 June 2013.
I can confirm that your employer did make an error or mistake 2010-11.

The total tax underpaid, shown on the tax calculation dated 8 November 2012, for the year ended 5 April 2011 was £698.00. The amount caused by your employers error or mistake was £519.80. We will contact your employer to collect this amount.

This means that you still owed us tax of £179.00. This arose because the amount of the underpayment attribute to employer error was less than the amount of the underpayment.

We collected thisfrom your 2008-09 overpayment of £449.89. This therefore resulted in the cheque you received £270.89 dated 12 June 2013. Therefore no further repayment is due to you.


Yours sincerely

Assistant Officer.

.................................................. .................................................. ...................................

Originally this was about 2010-11 underpayment
And overpayment in 2008-09
Where notices were received of the above.

Error down to empployer 2010-11
Money owed to Ju 2008-08 of £449.89
But Ju received £270.89 of that as the HMRC also used £179 of her overpayment towards the amount owed.

How can this be though?
I cant understand this myself lol.
If the underpayment was down to employer then why still take part of it from Ju, how can that be?

Thanks.

[di30]

Re: P800 Tax Calculation help

No, they need to make her aware of what they are doing or intend to do.

They would have sent her a letter explaining any underpayments for 2011-12 same as the other years.

Its all abit messed up if im honest, she needs those calculations. She should ask them to fax it directly now.

Thanks SXGuy

I think she has the calculation letter, (I assumed she did) coz she said when she comes back from England she will pop the info in. (someone in her family is poorly) so she was in a hurry to get off.

I didnt think it sounded right either, unless of course with her post the P800 never arrived (mislaid), but like you said it would have been included with the other 2).

[SXGuy]

Re: P800 Tax Calculation help

No, they need to make her aware of what they are doing or intend to do.

They would have sent her a letter explaining any underpayments for 2011-12 same as the other years.

Its all abit messed up if im honest, she needs those calculations. She should ask them to fax it directly now.

[di30]

Re: P800 Tax Calculation help

I did manage to catch Ju before she went away for a few days to see her family, it was short and sweet as she was in a rush, but she did say something like it looks like she never had the full payment of £449 odd because £170 odd of that was to be paid to 2011-12 year, which is why she was left with £270 cheque, but she never even had a P800 tax calculation letter of that year, and the tax office just automatically done it.
Now as she works for agency and there was a time they were laid off for a short while, it looks like its the same employer who done the same as the matter just resolved, and she returned to the same employer/agency, where again she handed in her P45 and even has proof of that being done.

But instead of tax office letting Ju know it looks like they just automatically taken the money for that one. (for another year she was not even aware of).
Can they do that?

[di30]

Re: P800 Tax Calculation help

Not heard from her all weekend, or today up to now, unless she's afternoon's, as I tried ringing her at just after 2, can't really remember what shift she's working this week, but do think if she has news she will let me know. (Am just curious if this manual letter reached her yet lol)!

[SXGuy]

Re: P800 Tax Calculation help

Im guessing he just ment he would type it up by hand and send it out, instead of the automated letter that gets sent out, who knows!

[di30]

Re: P800 Tax Calculation help

LOL i have no idea what it means

Nor me LOL!, I asked her what he meant, and she said she was told it would be with her quicker, still not heard from her, so not sure if she has it yet.

[SXGuy]

Re: P800 Tax Calculation help

LOL i have no idea what it means

[di30]

Re: P800 Tax Calculation help

Not heard from Ju yet, but she did work nights last night, I'm sure she will let me know if she has news or not lol.

She said the other day the letter will be done manually? but what difference does this make? should the letter be here quicker?

[di30]

Re: P800 Tax Calculation help

Hopefully the letter which was stated it would be done/manually?? will be here by the weekend at latest.

Am I correct in saying though, because 2010-11 was confirmed in writing that it's employer error/mistake any underpayment of tax comes from them?

Which baffled me on what Ju said the adviser said - about them deducting part of the overpayment of 2008-09 where she was sent £270.89 of the cheque, where she is now £179 down, so that went towards the 2010-11 tax year!
Considering she overpaid by £449.89 They got the last 2 digits correct! lol!

Okay, I know we cant do a lot until the manual letter arrives, but it's not making sense lol.

Manual, I take it hand-written??? wonder why that is?

[SXGuy]

Re: P800 Tax Calculation help

Yes she prob would have.

I cant speculate till I see this tax calculation letter, I wouldn't be surprised if the guy on the phone was just assuming what it was.

[di30]

Re: P800 Tax Calculation help

Something came to mind as well, I am wondering if there may had been an underpayment in between those tax years.
Overpayment 2008-09, and underpayment 2010-11

So the year between 2009-10, just a thought, but wouldnt she had known about this at the same time as when she was sent the above last November?

[di30]

Re: P800 Tax Calculation help

Its all confusing, if there was an overpayment balance left, then why are/were they deducting extra tax from her tax code this year?

It seems like left don't know what right is doing.

It is all so confusing isnt it just! I know she had a time when the extra wasnt deducted from her wages, not sure what happened about that after actually.

But the point is, if the overpayment is down to the employer error/mistake, all tax underpaid was down to them and not Ju.

She said the adviser was fully aware it was resolved 2010-11 and employers at fault, so why use some of her overpayment of 08-09 tax year, strange i think.

I will post the manual up once she comes over with it.

[SXGuy]

Re: P800 Tax Calculation help

Its all confusing, if there was an overpayment balance left, then why are/were they deducting extra tax from her tax code this year?

It seems like left don't know what right is doing.

[di30]

Re: P800 Tax Calculation help

Hiya

Ju contacted Tax office late yesterday, and they said she should have had the calculation letter by now but another one being done "manual" to be with her in next day or 2, she said she dont mind waiting until then but will be happy with your suggestion otherwise SXGuy as she will not have time to deal with it until the weekend anyway due to working nights this week.

She said the guy she spoke to, said the amount of £270 was the remaining part of what was owed to her coming off the £449 08-09 tax year because she underpaid on tax 2010-2011, despite the fact that its employers fault, so really dont know what's happened there .

I think in total the amount owed to tax was around £698, and they were going to use the overpayment £449 to bring it down and of course the remaining from the wages etc....

But if its down to the employer error/mistake the full amount shouldn be clawed back from them, so goodness knows on why they deducted part of her overpayment towards it then.