Advertisement
If you have a new account but are having problems posting or verifying your account, please email us on hello@boards.ie for help. Thanks :)
Hello all! Please ensure that you are posting a new thread or question in the appropriate forum. The Feedback forum is overwhelmed with questions that are having to be moved elsewhere. If you need help to verify your account contact hello@boards.ie
Hi there,
There is an issue with role permissions that is being worked on at the moment.
If you are having trouble with access or permissions on regional forums please post here to get access: https://www.boards.ie/discussion/2058365403/you-do-not-have-permission-for-that#latest

Can I claim tax back for unemployed months in the tax year before starting work?

  • 28-05-2011 10:47am
    #1
    runswithascript
    Registered Users, Registered Users 2 Posts: 2,811 ✭✭✭


    I started work with my previous employer August of 2008 but was previously unemployed from the previous year, and I am wondering if I am eligible to claim tax back for the months prior to commencing work, or do one's unemployed months have to follow months in the year you have worked?

    Also, if I am eligible, although I am thankfully able to access all my payslips from Payslips Online @ https://www.login2my.info, and I have my P45 and my P60 from 2010, is there a separate P45 for 2008, or do I just include my 2010 documents with my application for a 2008 tax refund?


Comments

  • #2
    mari2222
    Registered Users, Registered Users 2 Posts: 568 ✭✭✭mari2222


    you can use the revenue site to enter your various data, and then request a balancing statement for 2008 (and subsequent years)


  • #3
    runswithascript
    Registered Users, Registered Users 2 Posts: 2,811 ✭✭✭runswithascript


    mari2222 wrote: »
    you can use the revenue site to enter your various data, and then request a balancing statement for 2008 (and subsequent years)

    Thanks.

    I have just registered for 'PAYE Anytime', is that where I was to enter my details? It is going to take a few days for a PIN to come in the post before I can access it.

    Is the balancing statement to see if my tax refund was applied to subsequent years, and once I have these balancing statements do I still complete the P50 or am I really better off just going into them tomorrow, and if so what documents should I bring with me apart from P45s, some payslips, and my passport?


  • #4
    mari2222
    Registered Users, Registered Users 2 Posts: 568 ✭✭✭mari2222


    the balancing statement will set out your full-year position for 2008 or whatever year it is. You will be able to see what allowances you got and whether you overpaid/underpaid.

    If you have time to drop into the tax office this would be good, as you might get useful leaflets/forms, or talk to someone there.

    It takes a while to get the PIN:) but it will be worth the wait as you will get sorted out more quickly in future


  • #5
    runswithascript
    Registered Users, Registered Users 2 Posts: 2,811 ✭✭✭runswithascript


    Okay so I got my PIN and logged in earlier - thanks for that.

    For the years I'm interested in there were two entries before I did anything:

    PAYE Tax Credit
    Personal Tax Credit

    both of which were marked as claimed, although I have never tried to claim tax back. Does 'claimed' mean the allowances and any monies I may have been due were already applied to my pay and there is nothing for me to claim?

    I did add allowances for rent and trade union subscription and it calculated a figure for both. Is this figure what I will be awarded if approved, or would somebody in revenue do some further arithmetic on said figure to produce a new one?

    The system reports it should be processed within two days so fingers crossed here! :)


Advertisement