Revenue - Ceased employment, but wrong date

Inviere

Hi folks

I'd two employers set up on MyRevenue, & tax credits balanced accordingly. One of the employers that I had registered, was ceased in 2018....but stupidly I forgot to shift the tax credit allocation to my main employer. This meant I've been overpaying tax since then, right up until now, when the old/ceased employer obviously did some kind of audit, and informed Revenue I was no longer working with them (I should have done this myself back in 2018, so it's my fault.)

The problem is, they used the ceased employment date of November 2020, instead of the correct date in 2018, & I can't edit it in MyRevenue. I contacted MyRevenue, & this is what they came back with:

Further to your MyEnquiry, you previously requested P21s for the years 2016 and 2018. A refund was issued in those years. A P21 has been issued for 2017 and you will need to do an Income Tax Return for 2019.

For the year 2019 and all further years Pay As You Earn (PAYE) customers must complete an Income Tax Return to:

- claim additional tax credits, reliefs or expenses
- declare additional income
- obtain a Statement of Liability for the year
- claim refunds of any tax or USC overpaid
- confirm any liability of any tax or USC underpaid.

The only way to receive a Statement of Liability is to complete an Income Tax Return.

The quickest and easiest way to complete an Income Tax Return is through PAYE Services in myAccount. You can do this by following these steps:
- sign in to myAccount
- select 'Review your tax' link in PAYE Services
- request a Statement of Liability for the appropriate year (2019)
- select 'Complete your Income Tax Return'.

Yours faithfully,

^^ what they're talking about re the Refunds for 2016 & 2018, was an IrishTaxRebates procedure I done, which is a separate thing altogether.

Why would a tax review of 2019 be any different, if the wrong date of employment ceasing is still registered?

Can I claim back any over-payments going back to 2018?
Can I even claim back over-payments from 2020?

I'd really appreciate any input on this, as, well, tbh, I'm utterly clueless when it comes to Revenue/Taxation.

Stratvs

Regardless of the wrong date, if there was no income from that employer in 2019 then your unused tax credits would go back into the pot as it were on a review and likely produce a refund if you had overpaid then in the new job. So you'd have the once income and all credits against it on a review.

If a review of 2018 was already done and a refund issued then that's probably correct.

Have they now for 2020 allocated the unused other employer credits to the current employer? If so and if its cumulative then you would get any overpayment in 2020 via the employer. Otherwise you can do a review after the end of 2020 and get any overpayment then.

GhostyMcGhost

As an aside, don't use irishtaxrebates.ie to claim 2020... It's literally very easy to do a review yourself online. It's your tax, you've overpaid it, you should keep it, and not hand over a fee for next to no effort

Despite what their marketing implies, they can't magic money from Revenue. You'll get the same if you do it yourself

Inviere

Stratvs wrote: »

Regardless of the wrong date, if there was no income from that employer in 2019 then your unused tax credits would go back into the pot as it were on a review and likely produce a refund if you had overpaid then in the new job. So you'd have the once income and all credits against it on a review.

Thanks for helping! The two employers ran concurrently, one still remains, and once ceased in 2018 (though as stated, Revenue have down that the ceased one only ceased in Nov 2020.)

Have they now for 2020 allocated the unused other employer credits to the current employer? If so and if its cumulative then you would get any overpayment in 2020 via the employer. Otherwise you can do a review after the end of 2020 and get any overpayment then.

Yes, I received a revised P21 there about two weeks ago. I was confused why I received this, so when I compared it to my most recent one, it was only then I noticed there were two employers set up on the old one, and only one on the new one. So from now, my full allocation is set for my sole employer.

It's just I naturally haven't earned a penny from the old/ceased employer since the end of 2017. Again, thanks for your help!

Inviere

GhostyMcGhost wrote: »

As an aside, don't use irishtaxrebates.ie to claim 2020... It's literally very easy to do a review yourself online. It's your tax, you've overpaid it, you should keep it, and not hand over a fee for next to no effort

Despite what their marketing implies, they can't magic money from Revenue. You'll get the same if you do it yourself

I will, thank you. Once I get this all sorted I'll manage it myself from hereon.