Desiinlondon Gautham

Hello I am trying to post my query as a reply as I am being unable to find a way to pose my question as a new thread or query. Please forgive me. My issue is basically this - while filing my self-assessment for Tax year 22-23 I am reported my foreign income (on which I had already filed my return) However i Forgot to tick yes to the foreign tax credit claim column - I was confused because my total income was below the tax threshold and so even though the income is declared and assessed there is no tax due. There is an active and thriving DTAA in place -and I have both the DTAA as well as the assessed return as documentary evidence. Howwever HMRC calculations have calculated this as surplus to the tax threshold and taxed me - I need advice on how to claim the refund, please! Many thanks

Dear Sir or Madam Pardon me for posting a reply on this thread but I could not find an answer elsewhere nor could I find how to post a new query to the community or advisors. I am self employed sole trader- and have regularly been filing my Self Assessment. This letter is to seek your specific advice and guidance regarding an omission I made, inadvertently, while filing the return for the Tax year 2022-23 (this was the very first year during which I accrued some income) and consequently have ended up overpaying tax and wish to claim a refund. The foreign income accrued in the Republic of India, with which the UK has a long standing DTAA. I have cross checked and the DTAA is operational This is what happened. I was trying to report some foreign income and tax that has already been assessed by the Income Tax in India. This is below the threshold in the category of professional income and there was no tax due on it. I have the required documentation from the IT Department in India While filling in my UK return I inadvertently forgot to tick the column for wanting to claim tax credit under the confusion that since the income was under the threshold there was no tax paid. Or indeed to be paid in the UK since the DTAA would automatically be factored in. I had not realised that the system would auto calculate this differently. This is not untaxed income. It has been taxed for short term capital gains. The Long term gains reported and the self employed professional income have also been assessed but there was no tax due as per the threshold and available exemptions. But tax has been applied in the UK and I would l ike to apply for a refund. I am not sharing details like my UTR on this post following your guidance not to share such information in this forum. I have also tried to call several times but the waiting times are too long. I thought therefore that this route may be more efficient and wanted to request you to let me know a step by step process of what I need to do - to submit the relevant forms and documents so that my refund is processed and accounted for before the deadline for filing the SA return for Tax year 2023-24. I thank you for your sympathy, understanding and support and look forward to hearing from you at the soonest. Kind Regards