Tax Refund

jow774

I have just done a new clients self assessment return online for them and they got a refund. They have now spoke to a "friend" who has told them they could have got £3000 refund on a wage of £14000, and having paid £2700 of this tax through cis, is this viable? Do HMRC give refunds in excess of tax paid? Am I being thick?

A-Vic

As far as i am aware they will adjust their code with a coding notice giving them a larger allowence,however you can write to HMRC and ask them not to adjust and to just send the money directly to them - anyone correct me if am wrong please

jow774

No, this is cis. He has received his refund which was lower than £3k which I calculated based on his expenses (Im sure it was right) but some "accountant friend" has told him that he could have got him £3k, but hes only paid £2700 approx in tax. So I wondered if there were circumstances were the HMRC would pay a refund of more than the total tax paid?

Monsoon

That sounds like 'man down the pub' talk to me.

A-Vic

I agree with monsoon sounds like the usual i know a guy talk, when it comes to refunds everyone is an accountant you have the books and records and know how much he was entilied too

jow774

Thanks for that A-Vic and Monsoon I reckon your right, ive been working on personal tax at work for 10 years or more and as soon as you do it alone you seem to doubt yourself, lol.