Overtaxed - can I recover now rather than at year end?
Overtaxed - can I recover now rather than at year end?
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broken biscuit

Original Poster:

1,633 posts

231 months

Monday 30th September 2013
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The wife is employed - she came back from maternity leave in April, working part time, earning £16k a year. She went back on maternity leave for the latest addition as of 1st September, so effectively only did 5 months on full wages. Her tax and NI contributions were low as expected.

In her wages for September she received a one-off payment caused by years of underpayment from the employer. This resulted in an extra £2300 pay. She has been taxed nearly a £1k off this. Obviously her wages will balance out at year end, and she will be due some tax back, however we would like to recover this asap rather than waiting until April. Is this at all possible?

Eric Mc

125,770 posts

295 months

Tuesday 1st October 2013
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Is the tax she paid actually correct for the salary she has received to date?

Countdown

49,519 posts

226 months

Wednesday 2nd October 2013
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broken biscuit said:
In her wages for September she received a one-off payment caused by years of underpayment from the employer. This resulted in an extra £2300 pay. She has been taxed nearly a £1k off this. Obviously her wages will balance out at year end, and she will be due some tax back, however we would like to recover this asap rather than waiting until April. Is this at all possible?
Successful Job Evaluation / Pay & Grading outcome? (I'm guessing she works in a school?) smile

If she is PAYE it will correct itself over the next few months - you won't need to wait for year end.

sumo69

2,164 posts

250 months

Wednesday 2nd October 2013
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Countdown said:
If she is PAYE it will correct itself over the next few months - you won't need to wait for year end.
Yes - this.

DMN

3,059 posts

169 months

Wednesday 2nd October 2013
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When I paid too much I got back everything I'd payed year to date in my next wage; then the previous years came as a cheque a year at a time.

sumo69

2,164 posts

250 months

Wednesday 2nd October 2013
quotequote all
Countdown said:
If she is PAYE it will correct itself over the next few months - you won't need to wait for year end.
Yes - this.