How to register online and claim levy/tax credits/ refunds : Now Includes Forms

Paddigol · 05-03-2020 12:04pm

Quick question:

I applied for pension relief and refund in 1st week of January for 2019 lump sum payment (submitted a Form 12).

I got an amended tax credit certificate on 7th January.

On 29th January I submitted a query through My Enquiries asking about the status of my application for tax refund.

I've heard nothing since and still await refund.

I did same process in 2019 for 2018 - 2/3 week wait for replies to My Enquiries query and maybe 4/ 5 weeks, for refund. This time, however, I've had no response at all to my query. If a phone them, they say they can't discuss as I have already submitted via My Enquiries and that has been assigned to someone.

Am I missing a trick?? I seem to recall a direct email address for cases where there has been a delay of [x] weeks since submitting query via ROS - anyone have it handy?

Just want to get this put to bed and hoping to avoid going round in circles via correspondence with them.

Thanks!

FionnK86 · 03-04-2020 2:10pm

In 2017, I worked two jobs. One job was for about €25 a week while other one was about €500. Yet the credits seem to have been allocated 25/75 so I went above the cut-off very early on second job.

Is it possible to amend 2017 now or is it too late? I paid 8% on earnings over €30000. which was about €2000.

relax carry on · 03-04-2020 7:03pm

FionnK86 wrote: »

In 2017, I worked two jobs. One job was for about €25 a week while other one was about €500. Yet the credits seem to have been allocated 25/75 so I went above the cut-off very early on second job.

Is it possible to amend 2017 now or is it too late? I paid 8% on earnings over €30000. which was about €2000.

Yes, just login to your online Revenue account and file a 2017 return. Any overpayment resulting will be refunded to you.

FionnK86 · 03-04-2020 7:05pm

relax carry on wrote: »

Yes, just login to your online Revenue account and file a 2017 return. Any overpayment resulting will be refunded to you.

Wow! Just like that?! I remember doing something similar back in 2014 and I got a small sum but didn't realise it was the same situation now.

I don't need to change percentages of credits? it'll automatically allocate?

relax carry on · 03-04-2020 7:33pm

FionnK86 wrote: »

Wow! Just like that?! I remember doing something similar back in 2014 and I got a small sum but didn't realise it was the same situation now.

I don't need to change percentages of credits? it'll automatically allocate?

Moving credits and rate bands only applies to employments in an active tax year. The active tax year is 2020. You are looking to claim a refund of overpaid tax from a prior tax year. That is done by filing a tax return for the year in question. So long as you check that you've got the correct credits etc as you tick next in each page the system will work out what if any tax is due to be refunded to you.

https://www.revenue.ie/en/jobs-and-pensions/do-paye-tax-payers-need-to-submit-a-tax-return/index.aspx

FionnK86 · 03-04-2020 7:35pm

relax carry on wrote: »

Moving credits and rate bands only applies to employments in an active tax year. The active tax year is 2020. You are looking to claim a refund of overpaid tax from a prior tax year. That is done by filing a tax return for the year in question. So long as you check that you've got the correct credits etc as you tick next in each page the system will work out what if any tax is due to be refunded to you.

https://www.revenue.ie/en/jobs-and-pensions/do-paye-tax-payers-need-to-submit-a-tax-return/index.aspx

Thanks relax carry on,

I'll let you know how I get on. :cool:

relax carry on · 03-04-2020 7:40pm

FionnK86 wrote: »

Thanks relax carry on,

I'll let you know how I get on. :cool:

Good luck. Hopefully a nice refund is due.

FionnK86 · 07-04-2020 10:18am

€2.5k owed & returned.

Would that've just disappeared into the coffers if I didn't claim?

relax carry on · 07-04-2020 10:52am

FionnK86 wrote: »

€2.5k owed & returned.

Would that've just disappeared into the coffers if I didn't claim?

Nice refund. The tax had already been collected during the active tax year and just like all taxes; it was used by the state. It's every taxpayers responsibility to ensure they are paying the correct amount of tax and if they wish to claim additional reliefs/credits that they do so via the multiple channels available to them. Revenue have been promoting that taxpayers constantly check they are claiming their entitlements for nearly two decades and unless they start sending people door to door; some people will lose out.

BorneTobyWilde · 16-08-2020 8:56pm

What company would be best to deal with if looking for a Tax Rebate? Who can do it?

relax carry on · 16-08-2020 9:06pm

BorneTobyWilde wrote: »

What company would be best to deal with if looking for a Tax Rebate? Who can do it?

If you can manage to post here, then you can do it yourself for free via MyAccount on Revenue.ie.

When you say looking for a tax rebate, do you have something specific in mind or just a general am I entitled to rebate query?

BorneTobyWilde · 18-08-2020 2:34am

relax carry on wrote: »

If you can manage to post here, then you can do it yourself for free via MyAccount on Revenue.ie.

When you say looking for a tax rebate, do you have something specific in mind or just a general am I entitled to rebate query?

I know little of it, so part both, am I entitled to one. So it's easily done, hmm, never turned out that way, but I'll take a look.

relax carry on · 18-08-2020 10:36am

BorneTobyWilde wrote: »

I know little of it, so part both, am I entitled to one. So it's easily done, hmm, never turned out that way, but I'll take a look.

Tax refunds come about in three ways:

1 You've been emergency taxed during an active tax year and your employer or you didn't correct it.
2. You were moving/working multiple jobs during an active tax year and your credits and rate band weren't utilised/distributed efficiently between your employments.
3 You are claiming some additional tax credit/relief based on your own circumstances. For example health expenses, tution fees, home carer tax credit in Jointly Assessed cases for married/civil partners, etc.

https://www.revenue.ie/en/personal-tax-credits-reliefs-and-exemptions/index.aspx

https://www.revenue.ie/en/online-services/services/common/request-or-view-your-statement-of-liability.aspx

nihicib2 · 18-08-2020 10:56am

Got married last year, partner is self employed, low income, can I claim some of his tax credits and if so how do I go about it?

Thanks :0)

relax carry on · 21-08-2020 4:30pm

nihicib2 wrote: »

Got married last year, partner is self employed, low income, can I claim some of his tax credits and if so how do I go about it?

Thanks :0)

All info here.

https://www.revenue.ie/en/life-events-and-personal-circumstances/marital-status/marriage-and-civil-partnerships/joint-assessment.aspx

raymick · 08-12-2020 1:51pm

I worked for an Irish company I was sent to Sweden to work for them I paid tax here in Ireland, an apartment was rented for 3 of us by the company and we received €20 a day expenses for food etc, which obviously didn't cover everything as it is an expensive country so I had to pay for most stuff from my own money as well as my normal expenses at home wife, kids, mortgage and bills, can I claim any tax back. I worked there for three weeks of a month and got home every third Friday and then back again that Monday so out of a month I was only home for 2 days

rightmove · 04-12-2023 2:01pm

Hi,

Just logged into revenue and looks like I have overpayment of preliminary tax to claim for 2022. I also have some dental work that needs to be cliamed.

I see that there is a wizard for the submission of Income tax return (which I presume I need to fill out to claim).

Not sure why they dont just refund you the overpayment - why do you need to fill a form.

Also I havent dont this in years so any advice is appreciated from you tax gurus.

Is it simple enough process. Presume of the dental I need the reciepts etc.

How to register online and claim levy/tax credits/ refunds : Now Includes Forms

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