Statement of Liability 2019

Bikerguy · 20-01-2021 4:40pm

loveisdivine wrote: »

My husband has an underpayment of USC of 135.94.

Does anyone know how this happens? He hasn't changed employment during the last 3 years, but his hours did increase a bit last year.

Its hard without seeing the sol itself....but in general its correct as usc is calculated on income...if his income increased and his employer didnt reflect that the revenue will ofc take it...

JamBur · 20-01-2021 4:52pm

So after submitting some bits and bobs, my preliminary figure of 2576 has become 2386. Still unpleasant.

See you guys next year.

Cunning Alias · 20-01-2021 5:15pm

Anyone know how to add a Personal Pension to the statement of liability?

Can't see it anywhere in the Tax credits & reliefs section. I see the PRSA part but my understanding is that a personal pension is different as it is not attached to my employment.

dublinstuff · 20-01-2021 7:01pm

Sinus pain wrote: »

I don’t know - I did mine early last year and it was done really quickly. I’ve nothing complicated on line I actually forgot about the tax relief for eating out so never submitted it - It informed me about the over payment when I went in to it - then I added my Health and working from home (which didn’t boost it by much to be honest) I don’t have any other credits to claim - could it have been that line is less complicated than others?

"Tax relief for eating out"??? I'm intrigued

wonski · 20-01-2021 7:09pm

dublinstuff wrote: »

"Tax relief for eating out"??? I'm intrigued

Stay and Spend tax credit.

Introduced last year during Covid. Runs till April iirc.

Shlippery · 20-01-2021 7:11pm

Submitted Monday, Statement today, small refund due, (thanks e-working credit) - Imagine i'll have it in account tomorrow.

Waaaaaaay quicker than last years travesty where was waiting 2/3 months for it!

Sinus pain · 20-01-2021 9:21pm

wonski wrote: »

Stay and Spend tax credit.

Introduced last year during Covid. Runs till April iirc.

Thanks - couldn’t think of the name of it!

Sinus pain · 20-01-2021 9:23pm

loveisdivine wrote: »

My husband has an underpayment of USC of 135.94.

Does anyone know how this happens? He hasn't changed employment during the last 3 years, but his hours did increase a bit last year.

Same happened my son except 800+

My husband has a small under payment of usc - he was on TWSS for a few weeks and I think it was from that

wonski · 20-01-2021 9:26pm

Sinus pain wrote: »

Thanks - couldn’t think of the name of it!

I actually thought it was Stay and Save lol.

Spend sounds more like it.

I wasn't in restaurant, hotel or pub since the first lockdown so couldn't avail of that offer.

Sunrise_Sunset · 20-01-2021 11:47pm

In my account this morning. Even though I sen them an enquiry as I don't feel that the amount is right. My enquiry has still not been opened.

Hibernicis · 21-01-2021 12:47am

Hibernicis wrote: »

SOL landed some time today (wasn’t there this morning). We had submitted our Income Tax Return for 2020 just over a week ago. €400 refund which is about what I was expecting, so happy enough with that.

As per the above we received our SOL on Sunday evening. The refunds landed on our bank accounts at midday today (Wednesday).

loveisdivine · 21-01-2021 10:22am

Sinus pain wrote: »

Same happened my son except 800+

My husband has a small under payment of usc - he was on TWSS for a few weeks and I think it was from that

Well his hourly pay increased when covid started and he went from 3-4 days a week to pretty much 5 days a week for the whole year. So it must be something to do with that. I did go back and check 2019 as well and looks like he underpaid USC then as well. I would imagine its the employer getting it wrong as the guy that runs the place and does the payroll is a bit of a moron, always making mistakes with pay.

I'll get my husband to bring it up with him.

LawBoy2018 · 21-01-2021 1:16pm

Where is my statement @? Very annoying.

Bikerguy · 21-01-2021 1:18pm

LawBoy2018 wrote: »

Where is my statement @? Very annoying.

Will be available shortly....

I know its painful situation to be in.... I hope you gonna get it soon.. mine was available at 2pm few days a go but as i mentioned they didnt include all tax credit so i had to resubmit on 18.1. still nada as well.

saltandsug · 21-01-2021 4:27pm

Did it for my friend.

I am pretty sure he got paid twice in error.

he got paid 2200~ last friday ( 2018 & 2020)

Then got paid 1200~ on wednesday ( looks like 2020 amount).

Will Revenue catch this error ? any suggestions. I want to see his figures once more to see if its error - but i wont ask cause i think he think i might send an enquiry ( i wont lol , just curious )

Bikerguy · 21-01-2021 4:32pm

saltandsug wrote: »

Did it for my friend.

I am pretty sure he got paid twice in error.

he got paid 2200~ last friday ( 2018 & 2020)

Then got paid 1200~ on wednesday ( looks like 2020 amount).

Will Revenue catch this error ? any suggestions. I want to see his figures once more to see if its error - but i wont ask cause i think he think i might send an enquiry ( i wont lol , just curious )

Not disclosing this to revenue is criminal offense... and punishable

Example if you received funds by mistake and you dont disclose it...its considered as theft. Tell your friend that the hassle behind the money is not worth.

joeysoap · 21-01-2021 5:07pm

Used my revenue many times but this ( understandably) is the slowest. Completed the 2019 returns in September and received the ’ usual’ email saying they would review it and respond shortly. Very little difference from the pre-filled form bar medical expenses ( which were unfortunately quite high) and a little interest <€10. I have all the receipts and half expect them to ask for them ( all in order) but all I’m getting is the message that is will be available shortly.

saltandsug · 21-01-2021 5:20pm

Bikerguy wrote: »

Not disclosing this to revenue is criminal offense... and punishable

Example if you received funds by mistake and you dont disclose it...its considered as theft. Tell your friend that the hassle behind the money is not worth.

Thanks , I am trying to find some info on this on Revenue/Citizens info , I cant find anything . Do you have any links?

Bojill · 21-01-2021 5:54pm

saltandsug wrote: »

Did it for my friend.

I am pretty sure he got paid twice in error.

he got paid 2200~ last friday ( 2018 & 2020)

Then got paid 1200~ on wednesday ( looks like 2020 amount).

Will Revenue catch this error ? any suggestions. I want to see his figures once more to see if its error - but i wont ask cause i think he think i might send an enquiry ( i wont lol , just curious )

It might not be a mistake, just check or get him to check the recent messages from Revenue.

The Diddakoi · 21-01-2021 6:07pm

saltandsug wrote: »

Did it for my friend.

I am pretty sure he got paid twice in error.

he got paid 2200~ last friday ( 2018 & 2020)

Then got paid 1200~ on wednesday ( looks like 2020 amount).

Will Revenue catch this error ? any suggestions. I want to see his figures once more to see if its error - but i wont ask cause i think he think i might send an enquiry ( i wont lol , just curious )

The amount to be repaid would be shown next to “Treatment of Result” on his SOL. He will have one SOL for each year he reviewed. All he has to do is check the result, and he will know if he has been overpaid in error (as will Revenue).

NaiveMelodies · 21-01-2021 7:19pm

I am getting on underpayment figure.
When I file my tax return and select the tax credits available to me, will these tax credits be deducted from the prelim underpayment figure?

Shopassistant · 21-01-2021 8:12pm

Hi. I have checked my preliminary SoL for 2019 and 2020. For 2019 it says I underpaid €150 and for 2020 it says I underpaid 1 cent. I commenced employment with a new organisation in 2020 so I am wondering am I right in thinking that I underpaid revenue by €150 in 2019, that the €150 underpayment in 2020 was paid off through increase in USC for example and now only 1 cent underpayment on system? Thanks for anyone who can help out, I am woeful when it comes to this.

The Diddakoi · 21-01-2021 8:32pm

Shopassistant wrote: »

Hi. I have checked my preliminary SoL for 2019 and 2020. For 2019 it says I underpaid €150 and for 2020 it says I underpaid 1 cent. I commenced employment with a new organisation in 2020 so I am wondering am I right in thinking that I underpaid revenue by €150 in 2019, that the €150 underpayment in 2020 was paid off through increase in USC for example and now only 1 cent underpayment on system? Thanks for anyone who can help out, I am woeful when it comes to this.

If it is only a preliminary SOL for 2019 then the underpayment of €150 would not have been collected from you yet.

Once you request an actual statement of liability for 2019 by completing an income tax return, that underpayment will be collected. If you have any medical expenses to claim for 2019 any refund you would be due would be offset against the €150 liability. If you have no extra credits or relief to claim for 2019 and you complete a return, the underpayment will be collected by reducing your tax credits in future years.

If you complete a return just for 2020 the 1c underpayment would not be collected, as Revenue don’t collect small amounts.

Shopassistant · 21-01-2021 9:48pm

Thanks a mil. I'm only after realising that in 2019 I was very sick for a week and spent around €175 on GP visits and prescriptions so uploaded those receipts and have income tax return done. Again thanks a mil for your help.

Sinus pain · 22-01-2021 1:59am

Checked my bank there - refund is in - super quick and efficient!!!

22-01-2021 9:59am

SOL finally landed this morning (got a new document notification email too). €2,620 overpayment, refund on the way, delighted.

NaiveMelodies · 22-01-2021 11:17am

My partner received her full statement of liability this morning. Underpayment of 2,600.
Her gross income is 7 grand below her salary.
At no point last year was she advised of a salary cut etc. It was mentioned she was on the TWSS without any particular detail. The only advice offered was that their may be an overpayment or underpayment and to be aware of this.
She kept tabs on this, and worked out that she underpaid tax of approx. 400 euro in the period.
She was on the TWSS for 5 months.
Would the above a common theme with other people on the TWSS?

Her employer wasn't sending out pay slips during this period and up until December and only sent them on this week on request( old school payroll operation.. don't ask). Reviewing them this morning, it looks like she was getting a gross top up payment 73% lower than her average monthly salary prior to Covid. Minimal tax deductions have been made on these monthly payslips.
The TWSS subsidy basically doubled this reduced amount. (approx. 1500 + 1500)

To me, it seems like the employer has miscalculated the top up payment to her for this period. Her take home pay was more or less the same and so no alarm bells were ringing at the time.

Would anyone agree or are we missing something here?

LawBoy2018 · 22-01-2021 11:23am

NaiveMelodies wrote: »

My partner received her full statement of liability this morning. Underpayment of 2,600.
Her gross income is 7 grand below her salary.
At no point last year was she advised of a salary cut etc. It was mentioned she was on the TWSS without any particular detail. The only advice offered was that their may be an overpayment or underpayment and to be aware of this.
She kept tabs on this, and worked out that she underpaid tax of approx. 400 euro in the period.
She was on the TWSS for 5 months.
Would the above a common theme with other people on the TWSS?

Her employer wasn't sending out pay slips during this period and up until December and only sent them on this week on request( old school payroll operation.. don't ask). Reviewing them this morning, it looks like she was getting a gross top up payment 73% lower than her average monthly salary prior to Covid. Minimal tax deductions have been made on these monthly payslips.
The TWSS subsidy basically doubled this reduced amount. (approx. 1500 + 1500)

To me, it seems like the employer has miscalculated the top up payment to her for this period. Her take home pay was more or less the same and so no alarm bells were ringing at the time.

Would anyone agree or are we missing something here?

Have you worked out her income tax/USC/PRSI computation? It should be easy enough to figure out if she's overpaid/underpaid any tax.

grayzer75 · 22-01-2021 11:27am

Money in the bank this morning, happy days. A quick turnaround with all the extra work relating to Covid, fair play to them.

22-01-2021 11:29am

Does the rent a room relief amount appear on one's P21? Don't think it does as it's not a taxable income.

NaiveMelodies · 22-01-2021 11:33am

LawBoy2018 wrote: »

Have you worked out her income tax/USC/PRSI computation? It should be easy enough to figure out if she's overpaid/underpaid any tax.

I have, should we include the TWSS income figure when doing this computation? It's an underpayment with the TWSS and balances without.

Main issue is that she was getting close to the correct amount(based on her salary) in hand for this period. With this tax underpayment, she was not and ultimately it equates to a pay cut after the fact.
Is the employer possibly at fault?

LawBoy2018 · 22-01-2021 12:34pm

NaiveMelodies wrote: »

I have, should we include the TWSS income figure when doing this computation? It's an underpayment with the TWSS and balances without.

Main issue is that she was getting close to the correct amount(based on her salary) in hand for this period. With this tax underpayment, she was not and ultimately it equates to a pay cut after the fact.
Is the employer possibly at fault?

I'm confused, are you saying that your wife's employer failed to deduct the requisite tax and she was in essence overpaid? Her normal salary is irrelevant for tax purposes, it's her income that matters.

NaiveMelodies · 22-01-2021 1:41pm

LawBoy2018 wrote: »

I'm confused, are you saying that your wife's employer failed to deduct the requisite tax and she was in essence overpaid? Her normal salary is irrelevant for tax purposes, it's her income that matters.

The tax deductions that were made on her gross income(the top up portion) on payslips were close to zero, yes.

Had deductions been made, it would been evident in her monthly take home pay at the time as she would have been receiving less than her salary, despite not being notified of a pay cut.

LawBoy2018 · 22-01-2021 2:22pm

NaiveMelodies wrote: »

The tax deductions that were made on her gross income(the top up portion) on payslips were close to zero, yes.

Had deductions been made, it would been evident in her monthly take home pay at the time as she would have been receiving less than her salary, despite not being notified of a pay cut.

She received the same salary, but was unaware that she wasn't paying any tax on the top up portion.

This should definitely have been flagged by her employer because in effect, her salary was cut, unbeknown to her. (the difference between her normal salary and what she would normally pay in tax)

NaiveMelodies · 22-01-2021 2:31pm

LawBoy2018 wrote: »

She received the same salary, but was unaware that she wasn't paying any tax on the top up portion.

This should definitely have been flagged by her employer because in effect, her salary was cut, unbeknown to her. (the difference between her normal salary and what she would normally pay in tax)

I think that's it. Thanks for that.
She has had a look at her emails, pay slips were requested in October and a few excuses were made (i.e. next week etc..). A colleague had the same request knocked down the road in November.
I'd hate to cry foul or accuse anyone of doing something like this deliberately, but I can't help but feel someone has fcuked up here.

LawBoy2018 · 22-01-2021 3:06pm

NaiveMelodies wrote: »

I think that's it. Thanks for that.
She has had a look at her emails, pay slips were requested in October and a few excuses were made (i.e. next week etc..). A colleague had the same request knocked down the road in November.
I'd hate to cry foul or accuse anyone of doing something like this deliberately, but I can't help but feel someone has fcuked up here.

Get your wife to download her statement and forward it to her employer, asking why the relevant taxes weren't deducted at source as it normally would. It would be best to play innocent and put the onus on them to explain what happened.

It wouldn't be any harm to add said email to the chain where she asked for her payslips back in October/November.

*This is my last response to your query as it's slightly off-topic, best of luck!*

NaiveMelodies · 22-01-2021 4:02pm

LawBoy2018 wrote: »

Get your wife to download her statement and forward it to her employer, asking why the relevant taxes weren't deducted at source as it normally would. It would be best to play innocent and put the onus on them to explain what happened.

It wouldn't be any harm to add said email to the chain where she asked for her payslips back in October/November.

*This is my last response to your query as it's slightly off-topic, best of luck!*

Yes, apologies for derailing it somewhat. Thanks a million LawBoy.

joeysoap · 22-01-2021 6:22pm

Still nothing

We are processing your most recent request. Your Statement of Liability will be available shortly. Since November.

The problem with TWSS is that it was liable it for tax but wasnt taxed ie a payment of €350 was just that - you got the whole €350 and probably owed tax on it.

Pacifico · 22-01-2021 6:25pm

joeysoap wrote: »

Still nothing

We are processing your most recent request. Your Statement of Liability will be available shortly. Since November.

The problem with TWSS is that it was liable it for tax but wasnt taxed ie a payment of €350 was just that - you got the whole €350 and probably owed tax on it.

Try giving them a ring. I had the same error and after the call they processed the SOL the same day. Had the refund 3 days later.

Away With The Fairies · 23-01-2021 8:34am

Just got my statement of liability. Underpayment of 128 euro. I had been saving for this, so saved too much and now I have more for myself.

adam240610 · 23-01-2021 9:02am

Just got mine, overpayment of 1700, can't complain with that

Bojill · 23-01-2021 1:37pm

adam240610 wrote: »

Just got mine, overpayment of 1700, can't complain with that

The amount you expected to get?

adam240610 · 23-01-2021 3:00pm

Bojill wrote: »

The amount you expected to get?

Was expecting 1200 from my napkin maths

joeysoap · 23-01-2021 4:36pm

Shopassistant wrote: »

Thanks a mil. I'm only after realising that in 2019 I was very sick for a week and spent around €175 on GP visits and prescriptions so uploaded those receipts and have income tax return done. Again thanks a mil for your help.

I have one substantial heath expense in particular for 2020 , which I will claim when I’m completing my tax for 2020. Is a way I can download this ‘claim’ to revenue (I have a few more smaller ones eg physio, doctor, etc. should these be
download at the same time ? The substantial one entails a refund of €500 alone.

relax carry on · 23-01-2021 6:21pm

joeysoap wrote: »

I have one substantial heath expense in particular for 2020 , which I will claim when I’m completing my tax for 2020. Is a way I can download this ‘claim’ to revenue (I have a few more smaller ones eg physio, doctor, etc. should these be
download at the same time ? The substantial one entails a refund of €500 alone.

You don't download anything. You login to your MyAccount and file a 2020 tax return. There is a health expenses section there. Put your qualifying gross health expenses in the box and any amount you received a refund from your insurance on and submit the return. You can if you want upload the receipts to the receipt tracker for Revenue.

Click the link below to watch some videos on how to use the service.

https://www.revenue.ie/en/corporate/communications/eoy-information-for-employers-and-employees/important-end-of-year-information-for-employees.aspx

wonski · 23-01-2021 6:56pm

If they need to see receipts they will ask. Make sure to keep them for 6 years and/or upload to the tracker app.

As the poster above said just add them all up and make sure they meet the criteria ( some, well most, dental expenses etc don't qualify for example).

Away With The Fairies · 24-01-2021 11:11am

Does anyone know where I can pay what I owe? It's not a huge amount, so might as well pay it off now.

Dempo1 · 24-01-2021 11:56am

Away With The Fairies wrote: »

Does anyone know where I can pay what I owe? It's not a huge amount, so might as well pay it off now.

I'm unsure if this facility is only available on a full mygovid account, I've seen on the main page, under LPT (Local property tax) a section to make payments. If not available, maybe do an enquiry within the portal. I've not check since my SOL was finalised, mine is a small amount also, I've noticed on the final SOL, they've already assigned the under payment to be taken from tax credits starting 2022.

relax carry on · 24-01-2021 12:12pm

Away With The Fairies wrote: »

Does anyone know where I can pay what I owe? It's not a huge amount, so might as well pay it off now.

When you login to MyAccount, on the first page you come to with the multitude of things you can do on it, there's a section called payments/repayments. You'll see a link for make a payment. Click the link and follow the instructions.

Away With The Fairies · 24-01-2021 12:54pm

relax carry on wrote: »

When you login to MyAccount, on the first page you come to with the multitude of things you can do on it, there's a section called payments/repayments. You'll see a link for make a payment. Click the link and follow the instructions.

Thanks, found it and payed what I owed.

Statement of Liability 2019

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