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Post Info TOPIC: Tax codes
CD


Member

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Date:
Tax codes


HI

Ive been asked in my exam to allocate a tax code to a person, who was described as Mrs A.T. and was born 30/08/39. For a start I struggle to decide whether this person should be classified as a married person or a single person?

Ive worked out that Mrs AT as a single person would have tax code P903 as a married person she would have V653 for the year 08/09.

Please can someone help

Many thanks

CD




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Expert

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It's another of those grey arrear/ ambiguous questions.

I personally would accept that the person is married.

If you find questions that are vague, I would add a note with you exams to explain your answer.

HTH
Bill

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Senior Member

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Based on it saying Mrs and not mentioning a widower I would have thought it safe to assume she is married.

Also, based on how accuratly HMRC have issues coding notices recently you could probably choose any number and it would be as accruate as theirs!

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Forgive the typo's I generally do not proof read. Just lazy I guess!


Guru

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I'd say she was married and as she is over retirement age and you don't know whether or how much state and/or other pension she is in receipt of she should be on BR.

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Advice from beyond the grave!!!

E&OE

CD


Member

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Date:

HI

Thank you all for help

Would you still put her on BR if She's been working for the company since 1987 and making £200 a week? There was no pay rise in last year.


I agree If I ticked that she is married in Sage, they would see the reason why I gave her this Tax code.

Thanks




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Guru

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Makes no difference how long she has worked for the company. Her tax situation could be complex because she is over 65. If she had been paying a full stamp she would be entitled to a full state pension which is taxable in addition to her salary. If she had been paying a married woman's stamp she wouldn't. She may have a private pension, she may have a works pension from another company. She may be entitled to pension but has decided to defer them until she stops working. This is not a straightforward case in any way, shape or form without further information.

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Advice from beyond the grave!!!

E&OE

CD


Member

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Posts: 5
Date:

I see now, not that easy, is it!!!!.. Guess, only I could do as Wella suggested earlier, to add a note with my answer

Thank you so much


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