HMRC Admin 8 Response

Hi,
HMRC allows 2 years from the due date of a tax return (31 January) for amendments to be made, either online or in writing.  
This means that the last day a 20/21 tax return could be amended was 31 Janauary 2023.  
An overpayment relief claim can be made for a further 2 tax years up to 5 April 4 years after the due date of the tax return.  
Overpayment relief claims must be in writing and:
-must clearly state that the person is making a claim for overpayment relief
-identify the tax year or accounting period for which the overpayment or excessive assessment has been made
-state the grounds on which the person considers that the overpayment or excessive assessment has occurred
-state whether the person has previously made an appeal in connection with the payment or the assessment
-if the claim is for repayment of tax, you must have documentary proof of the tax deducted or suffered in some other way as you may be required to provide -this at a later date - see SACM3015
-include a declaration signed by the claimant stating that the particulars given in the claim are correct and complete to the best of their knowledge and belief
-state the amount that the person believes they have overpaid.
Overpayment relief claims should be sent to
PAYE Self-Assessment
BX9 1AS
Guidance can be found at:
Self Assessment Claims Manual
Thank you.

Hi,
It is not pro rated.  
It will remain at £60000.00
Thank you

Hi,
3a)  Boxes 1 and 2 refer to employment page of SA102.
 If you have no UK employment, then this does not apply and you can ignore it.  
Please use 3A to declare the source of income you are claiming is not taxable in the UK.  
Please show the dates this relates to and the amount of income received and tax deducted.  
Please also show the DTA article number your claim relates to.  
Eg. pension is article 18 and government pensions article 19.
If you do not have any UK dividends, leave 3b blank.
4 is asking if you have previously applied for this relief before, yes or no
5 If the source of income you have declare in box 11 is below the personal allowance, please tick yes.
Thank you.

Hi,
If you have access to the funds in the account at any time, throughout the term, then the interest is taxable in the year in which it arises.  
If you have no access to the funds, until maturity, the interest is taxable in the tax year the bond matures.
Thank you.

Hi,
There are no income tax implications on the receipt of a cash gift unless the cash gift generates interest or dividends. These would then potentially be subject to tax.
Further guidance can be found here:
Tax on savings interest
Tax on dividends
Thank you.

Hi,
If you’ve put ‘X’ in box 2, put the total number of overseas work days that relate to your claim to Overseas Workday Relief (OWR) for the whole of the 2022 to 2023 tax year in box 14.
If you’ve put ‘X’ in boxes 2 and 3 you only need to put the number of overseas work days for your OWR claim for the UK part of the 2022 to 2023 tax year in box 14.
Thank you.

Hi,
We would suggest that it would be your personal choice whether you updated your bank details as it is something that HMRC would not be concerned with.
2, Unfortunately we have not been given the example of the format you suggested.
Please refer to the following link in respect of the Declaration of Trust:
Trusts, Settlements and Estates Manual
3, Your wife would have to declare her share of the Income from Property in question from the date of the Declaration of Trust.  
Thank you.

Hi,
Please check your online record for confirmation of your full NI number.  
If the last letter differs to that you have used previously.  Just start using the correct letter from now on.
If in the past the wrong letter has been used this will not have any adverse impact on your NI record.  
NI numbers are not a form of identification and are for a UK tax and NI reference for an individual.
Thank you.

Hi,
You will need to contact the Tax Credits helpline in order to claify your payment amounts with an adviser:
Tax credits: general enquiries
Thank you