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I regret to say that does not address the first part of my second question: Please could there be a forewarning that the information would be needed?
I consider the matter now closed and will raise it elsewhere. Bye.
Thank you for your answer to WHY? This is not on my SA Return.
I appreciate the need for verification. However I doubt anyone can recall off the top of your head when and how much you paid to the HMRC.
Please could there be a forewarning that the information would be needed and where it might be found?
Trying to claim a repayment due from Self Assessment. Of the four options given to check ID I ticked:
UK passport :You need a valid UK passport
Self Assessment : You need details from your recent Self Assessment returns.
The first question I was asked was the date and amount I paid TO the HMRC, It added:
These must be the details of a payment made to HMRC, not information from a Self Assessment return.
WHY? This is not on my SA Return,
WHY? When HMRC has repaid me for years so I do not have such information.
WHAT DO I DO? I've no info about my credit rating and I don't have a NI driving licence. I have an English one.
Thanks HMRC Admin 20 for the link.
An allied aspect. How do you apply for a tax refund?
My online filing said I had a refund but had to wait 72 hours before reclaiming. Been back this morning (72 hrs ++) logged in and can only see a facility to pay tax }:-(