Paye worker and self employed over payment of tax?

LarMan wrote: »

Hi

I am a PAYE worked and my wife is self employed part time. We are jointly assessed. She has made a tax return each year for the last 3 years. I believe we have overpaid the tax for the last two years, 2017 and 2018. What is the best way to go about checking if this is the case. Do we need to talk to someone in revenue about this or is there a way online to do this. Since we did both returns online is there a way we can go back and review what we paid.

Thanks in advance

LarMan

You say you are jointly assessed so did you file eF12 or Form 11?
You say "she filed" so was both PAYE and self-employed income on the one form for each year?
What makes you believe there is an overpayment?
Have you got the Balancing Statements (P21) from eF12 filing or ITSA assessment letters from Form 11 filing and if not you can download those from MyAccount/ROS. Check against the data you submitted.

LarMan wrote: »

Thanks for replying

We filed a Form 11.
Yes we put both incomes on the one form. As we were joint assesed we believed we should include both incomes on the form. I believe there are sections that asked me to state how much PAYE tax I had paid.

As for why I think we overpaid. There are a number of reasons. I believe I overstated how much I earned as taxable pay, we also may not have received credit for health insurance contributions, also we want to make sure that the tax credits were correct. I'm afraid we are not familiar with the other items you mentioned.

regards

LarMan

Ok so it's a F11. It was online.
Did you complete the PAYE section or was it already pre-populated?
Did the amounts entered on the F11 agree with taxable pay and tax paid per your P60s? Bear in mind if you had a previous PAYE underpayment then tax paid in a year might include that so actual tax available to credit against the year may be less. There would have been a box on the F11 for that.

Who paid the health contributions? If it was yourselves then there is no further credit as relief is at source via the provider. If the employer paid part/all of the contributions then there may be relief due to you in respect of some of that as you would have paid BIK on the amount the employer paid.

Check your original tax credit certs ( available on ROS / MyAccount ) in your MyDocuments folder. Is there anything there that is correct but which is not on the final F11 or assessment Revenue would have sent back after processing.

LarMan wrote: »

I can't remember if the figures were prepopulated, to be honest my wife was filling it in and I was not paying much attention until I saw the tax bill. I've done a bit more research since then and I would really like to review what we entered in to make sure it is correct, so I could really do with seeing those returns to see exactly what we put in

The company paid the insurance so I have to claim that back.

The filed F11 will be available in ROS in your inbox. If it has been archived do a search by document income tax Form 11 and you'll get copies of each year filed. That shows what you put in and then you can compare.