I have a client that doesn't have all of their P60's for a financial year but has some of the payslips. Is it ok for me to post payslips so that the tax that has already been paid can be accounted for or do I really need copies of the P60 or P45 for the full amount tax paid?
Cool.. Just wanted to be sure it wasn't a payroll matter :)
Yes, if they can give you the final payslips, that should be enough. You can only prepare the return based on the information they give you so if they give you a payslip that's not the last one showing the correct gross etc to date, on their head be it. Just point it out in a letter when you send the return for signing, so they understand its their responsibility to have provided you with the correct info.
Thank you Michelle, I will definitely add that to their declaration.
To be honest It's a bit of a mess and I have already asked them to forward more documents and waited forever to get them. I think I will just take the last payslip of each employment and post that, because surely they must have sent all of the paperwork they have by now.
If it isn't the last payslip then surely they are doing themselves out of pocket because the tax that has accumulated and been paid will be less than it actually it is, do you agree?
If its not the last payslip, you will be under declaring gross wages. When you process the tax return, your tax is understated due to the income being understated. If they are still in those jobs, it's easy, because you will just use the payslip that is dated the end of march/first 5 days of April. Also, the return will break down the employments so HMRC will probably be able to identify if one is wrong.
The Self Assessment's that I am filing are tax years 2009/10 and 2010/11. My client was in and out of different employment and also did self employed contract work. I think I'm going to have to email them again. The problem is it was so long ago they don't seem to remember anything.
Thanks for you help Michelle - hopefully after emailing him I will be able to make some progress with this, it's very frustrating.
He has one P60 for 2009/10 but in the pay and income tax details section it only shows an amount for that employment, there are no figures in the box above for tax paid in previous employments. Do you know why this is? Is it because he didn't hand in a P45?
He has one P60 for 2009/10 but in the pay and income tax details section it only shows an amount for that employment, there are no figures in the box above for tax paid in previous employments. Do you know why this is? Is it because he didn't hand in a P45?
Either no P45 was handed in, or the tax code on the P45 was ticked as W1/M1.
