Overpayment relief
Dottie
Registered Posts: 99 Regular contributor ⭐
I have a new client (higher rate tax payer) who was completing his own tax returns, but never included his pension contributions.
He spoke to HMRC October 2011 and was told he was entitled to cliam for the last six years and to put the claim in writing, which he did.
He has just received a letter from HMRC which says the claim must be made in accordance with the Overpayments Relief Legislation and that it is too late to make a claim for 2004/2005 to 2006/2007.
Do you think it is worth appealing or is ORL set in stone?
Thanks as always.
Dottie
He spoke to HMRC October 2011 and was told he was entitled to cliam for the last six years and to put the claim in writing, which he did.
He has just received a letter from HMRC which says the claim must be made in accordance with the Overpayments Relief Legislation and that it is too late to make a claim for 2004/2005 to 2006/2007.
Do you think it is worth appealing or is ORL set in stone?
Thanks as always.
Dottie
0
Comments
-
I have not got experience of ORL, but knowing HMRC rules, I would say it is set in stone. I tried to claim back CIS tax paid for a client and was unable to get one particular year back because it was more than the time period allowed. I think you would have to have a really good excuse to get anything out of HMRC!!0
-
Time limit was changed from 6 years down to 4 so I don't think there is anything that can be done.0
Categories
- All Categories
- 1.2K Books to buy and sell
- 2.3K General discussion
- 12.5K For AAT students
- 319 NEW! Qualifications 2022
- 157 General Qualifications 2022 discussion
- 11 AAT Level 2 Certificate in Accounting
- 56 AAT Level 3 Diploma in Accounting
- 92 AAT Level 4 Diploma in Professional Accounting
- 8.8K For accounting professionals
- 23 coronavirus (Covid-19)
- 272 VAT
- 92 Software
- 274 Tax
- 136 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