Home For accounting professionals General accounting discussion
Current updates regarding coronavirus (Covid-19) and the precautions AAT are taking will be continually updated on the below page.

Please check this link for the latest updates:
We hope you are all safe and well and if you need us we will be here. 💚

Tax overpayment adjustment on a self assessment

lerossleross Registered Posts: 19
Hi all, apologies if this is a silly question! I am currently completing 4 consecutive self assessments for a client. She was both employed and self employed as a foster carer over the 4 years. Each year she has overpaid PAYE tax and in the final year received a refund for the lot.

I am confused where I enter the previous over payment on the relevant self assessments so it is carried forward to the next. I have entered the refund on the last one however without carrying over the previous amounts obviously it then shows she owes tax. Am I correct in thinking that as the refund was processed post 5th April 2017 I should not have actually entered it on the self assessment?

Can anyone provide any advice please?
Sign In or Register to comment.