Whol Petg

Hi Thanks for the advise. And I have another question. There is an online "Claim an Income Tax Refund Form" in HMRC website. For the section "I claim repayment of the amount overpaid to me", it asks "Is this a PAYE or Self Assessment claim?" Under what situation I should select "PAYE" or "Self Assessment"? For the "Self Assessment claim", "Payable Order" and "Direct to bank account" option is avaliable for it? And for the "PAYE claim", only "Payable Order" option is avaliable for it? Thank you so much

Hi When I login in to my “Personal Tax Account” (HMRC Govenment Gateway). The name showed in "Your Profile" is my full name or a alias name? And where can I check my full name? Thanks

Hi I would like to request for Income Tax Refund. It is because my employer overpaid my income tax(PAYE). For the refund, as I know it can be a cheque or a bank tranfer to my bank account. When HMRC process the refund. The payee name is based on the "Income Tax Refund form's name" or my government gateway profile name? It is because bank will reject either the cheque and bank transfer if name is not match. Thanks

Hi Could you please give me an idea how to calculate tax on income tax with redundancy payment. My monthly salary is 2500, I worked 5 months in this company for tax year 2024/25. It is using PAYE. And I got redundancy payment 40000. For the fifth month, the tax on income is ? (10000 + 2500 - 1047.5) *20% = 2290.5 Thanks

Hi I use tax paper form for tax return, will it replace my phone number record when HMRC key in form detail? ie I change it in HMRC website on 7 Sep 2024. And HMRC key in my paper form detail on 15 Sep 2024. Or I should go into system amend it after HMRC key in? Thanks

Hi For HMRC website, there is a function "Check when you can expect a reply from HMRC". I submitted paper form self assessment(2023/24 Tax Return) on 26 July 2024 by post. The estimate reply date is around 7 Nov 2024 from HMRC website, is it mean I will receive a penalty(£100) from HMRC for late filing because of paper form deadline is 31 Oct 2024? Thanks

Dear sirs, For the Government Gateway, user can set three ways to receive access code(sms, voice call and authenticator). Q1. Can I set both sms and voice call with same phone number? Q2. Can I set two ways with SMS(different phone number)? Q3. Is one of the way(SMS or Voice call) must use Tax Return record phone number/Government Gateway record phone number/National Insurance# record phone number? Thanks.

Dear Sirs, I would like to change phone number? Is it just login government gateway and then change it in personal detail? And also is it changed the national insurance record, government gateway record and self assessment record? And I use tax paper form for tax return, will it replace my phone number record when HMRC key in form detail? Thanks

Hi I have following question about DTA(foreign income - bonus from HOng Kong). Q1. HK employment end day : 1 Sep 2022 UK new employment start day : 1 Oct 2022 HK bonus covered period : 1 June 2022 to 1 Sep 2022 HK bonus announce day: 10 Oct 2023 HK bonus tranfer to my HK bank A/C day : 10 Nov 2023 My HK employment ended on 1 Sep 2022 and I moved to UK on 30 Sep 2022. And start to work for my UK employer from 1 Oct 2022. I became UK tax resident from 1 Oct 2022. My former HK employer informed me on 10 Oct 2023 there is a bonus for my employment from 1 June 2022 to 1 Sep 2022. And it paid to my HK bank account on 10 Nov 2023. Under DTA with HK, the bonus is only tax in HK? Do I have to declare it on 2023/24 UK tax return as foreign income? Thanks.

Hi I have following question about Arising Basis(foreign income from Hong Kong) for bonus. Q1. For arising basis(foreign income), the arising day is my bank account receive income day or the income declaration day? For example, bonus declaration day is 20 Feb 2023. And the bonus is transfer to my bank account on 20 May 2023. Q2. For the above case, it should report on 2022/2023or 2023/2024 tax return? Q3. What is the definition of Arising? Thanks