Tax refund
jama
Registered Posts: 2 New contributor 🐸
Dear MIP,
I have new client who asked me to process his tax refund and I have not done this task before and I wounder if you will be a kind enough to let me know what paper work that I need to put in place.
I have new client who asked me to process his tax refund and I have not done this task before and I wounder if you will be a kind enough to let me know what paper work that I need to put in place.
0
Comments
-
If he is in self assessment you do the tax return, put his bank details on the return and the refund will happen automatically.
HMRC are sending out cheques for repayments at the moment where they have assessed peoples' employment income etc.
What sort of repayment are you doing? What you need to do will differ depending on his circumstances.0 -
Tax Refund
Thanks Manso,
This client is a full time employed and he would like to make a claim for the last five years. the client also provided all P60 and other supporting documents, and I my initial assessment indicates that he has overpaid and eligible for tax refund. I have also got his authorization to act on his behalf. What other form do I need to send to the HMRC
Many thanks
Jama0 -
The quickest thing is to call the Agent Dedicated Line here
http://www.hmrc.gov.uk/agents/contacting-effective.htm#1a
and ask them. They might be able to action it over the phone.0
Categories
- All Categories
- 1.2K Books to buy and sell
- 2.3K General discussion
- 12.5K For AAT students
- 324 NEW! Qualifications 2022
- 160 General Qualifications 2022 discussion
- 11 AAT Level 2 Certificate in Accounting
- 56 AAT Level 3 Diploma in Accounting
- 94 AAT Level 4 Diploma in Professional Accounting
- 8.8K For accounting professionals
- 23 coronavirus (Covid-19)
- 273 VAT
- 92 Software
- 274 Tax
- 138 Bookkeeping
- 7.2K General accounting discussion
- 201 AAT member discussion
- 3.8K For everyone
- 38 AAT news and announcements
- 345 Feedback for AAT
- 2.8K Chat and off-topic discussion
- 582 Job postings
- 16 Who can benefit from AAT?
- 36 Where can AAT take me?
- 42 Getting started with AAT
- 26 Finding an AAT training provider
- 48 Distance learning and other ways to study AAT
- 25 Apprenticeships
- 66 AAT membership