If you believe there is an issue with your tax or that you have been taxed incorrectly, follow these steps to address the problem efficiently:
1. Understand Your Payslip
Review Deductions: Check the tax deductions on your payslip (PAYE tax, National Insurance, and any other deductions).
Check Your Tax Code: Ensure the tax code on your payslip matches the one provided by HMRC. Common codes include "1257L" for standard taxpayers.
2. Identify the Problem
Overpayment or Underpayment?: Determine if you’ve paid too much or too little tax.
Incorrect Tax Code: A wrong tax code could mean you’re on an emergency tax rate or a higher rate than necessary.
Missing Allowances: Ensure allowances like personal allowance or job-related tax relief are correctly applied.
3. Gather Documentation
Payslips: Have recent payslips on hand.
P45/P60 Forms: Ensure you have these forms from your current or previous employer.
Other Correspondence: Any letters from HMRC regarding your tax code or adjustments.
4. Contact Citrus Payroll Department
Raise the Issue: Inform payroll of the suspected issue via creating a ticket or emailing [email protected]
Provide Evidence: Share relevant documentation and explain the discrepancy clearly.
NOTE: We can not change your tax code without HMRC contacting us directly
5. Check Your HMRC Personal Account
Access Online: Log into your HMRC personal tax account at www.gov.uk/personal-tax-account.
Verify Tax Code: Check the tax code HMRC has issued.
Review Taxable Income: Compare HMRC’s records with your earnings and deductions.
6. Contact HMRC Directly
Call HMRC: Use the Income Tax helpline at 0300 200 3300 (Monday to Friday, 8am to 6pm).
Explain the Issue: Be clear about the problem, whether it’s an overpayment, underpayment, or incorrect tax code.
Provide Documents: Have your National Insurance number, recent payslips, and tax correspondence ready.
7. Rectify the Issue
Tax Code Adjustment: HMRC may issue a new tax code to correct future deductions. They will send this to Citrus directly
Reclaim Overpaid Tax: If overpaid, you may need to fill out a form (such as P50 or R40) to request a refund.
Arrange Underpayment: HMRC may set up a payment plan for any underpaid tax.
8. Follow Up
Verify Changes: Check subsequent payslips to ensure the issue is resolved.
Track Refunds: Refunds can take several weeks; keep track of progress.
Confirm Compliance: Ensure any payment plans or adjustments are correctly implemented.
9. Seek Professional Advice (If Necessary)
Consult a Tax Advisor: If the issue is complex, consider professional guidance
By following these steps, you can address any tax-related concerns promptly and ensure your tax affairs are in order. If you need further assistance, don’t hesitate to seek help from payroll, HMRC, or a qualified advisor.