Tax Rebate method.....
 

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Tax Rebate method.... is this new?

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Apologies for the humble brag, but I received a significant tax correction - as in my payslip looks as though HMRC actually paid me money - in my pay today.

Whilst I'm grateful, and my calculation of tax paid over the year to date does equal 9/12th of what I should be paying, I've never seen this happen with a significant number, I've only ever had a rebate direct from HMRC.

Is this a new method then? Or am I under some kind of ceiling which allows it to be reverse-applied via PAYE?

 
Posted : 29/12/2023 11:55 am
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I was told I'd overpaid in my self assessment and have received the majority, but not full amount, in this payslip.

I have also received a letter saying that I don't need to do self assessment anymore! Yay!!! Don't know why I've ever had to do one TBH. Always been PAYE with no other income streams.

 
Posted : 29/12/2023 12:01 pm
Kryton57 and Kryton57 reacted
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my missus got made redundant in august and had time off starting a new job early december, she got her december pay with a similiar adjustment, it sounds like you've checked the year liability, as we did and it seems to calculate ok to within £100, so happy it was correct , have you moved jobs, submitted a p45 to new employer, had time off etc.

its not hmrc refunding as such its just a book adjustment to the business as it'll just lower the overall paye and net off

 
Posted : 29/12/2023 12:01 pm
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yes some refunds can happen via payroll. Theres now a much more 'live' set up between HMRC and employers in terms of how PAYE is reported and administered I think rather than it being a yearly declaration

 
Posted : 29/12/2023 12:03 pm
kelvin and kelvin reacted
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Also its worth noting that HRMC tend to refund first then notify you afterwards rather than the other way around - its a way of differentiate them from Phishing attempts that tell you theres a rebate to claim. So you should get a notification soon that documents the refund

 
Posted : 29/12/2023 12:05 pm
 Chew
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Has your tax code changed?

If its via PAYE it will be pro-rated, so you'll get a 12th in each month taking you to the full refund amount, by the end of the tax year.

 
Posted : 29/12/2023 12:07 pm
 rone
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I've just done the same with my own companies PAYE.

So I paid myself less this month and the HMRC calculated I'd be due tax back which is now in my online account.

I guess its one of the benefits of a digital process.

(Although VAT is still manual if you to deal with issues afterwards. Nightmare.(

 
Posted : 29/12/2023 12:09 pm
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it sounds like you’ve checked the year liability,

Yes I did that and made the adjustment myself, I check this annually because HMRC assume I'm getting paid the same as the year before but a significant portion of my salary is variable sales commissions.

yes some refunds can happen via payroll. Theres now a much more ‘live’ set up between HMRC and employers in terms of how PAYE is reported and administered I think rather than it being a yearly declaration

This'll be it then - my company will have adjust according to tax owed vs paid to date - I have been overpaying all year until now.

 
Posted : 29/12/2023 12:14 pm
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They randomly took £200 off me for underpayment 😕. As far as I can see it can only be down to their poor maths as they only corrected for overpayment last month!

 
Posted : 29/12/2023 1:28 pm
 ji
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AS others have said this is quite common.

Paid a large amount of tax on a redundancy at the start of the tax year. Did a couple of days work several months later and got paid a few hundred quid...and got a paycheque of several thousand. Tax was a large minus number.

 
Posted : 29/12/2023 2:05 pm
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I have also received a letter saying that I don’t need to do self assessment anymore! Yay!!! Don’t know why I’ve ever had to do one TBH. Always been PAYE with no other income streams.

If you are a higher rate tax payer PAYE typically does not account for tax relief for charitable contributions or payments into a personal pension that is not administered by your employer among other things.

Not completing a self-assessment reduces admin burden for you and HMRC but can leave you out of pocket and can leave HMRC out of pocket. The former they won’t bother with. The latter can result in heartache even if they have said ‘you don’t need to do self-assessment’ but you have things you should have reported. YMMV.

 
Posted : 29/12/2023 4:04 pm
 Drac
Posts: 50352
 

Don’t worry about it. In a few more months they’ll say you’ve under paid and take more back off you. 

 
Posted : 29/12/2023 5:01 pm

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