Many of my clients rebates are taking incredibly long time to process the R40 forms, does anyone have any advice for speeding up the process or best way to chase this up. In many occasions its taking months and even years.
I did suggest registering minors for self assessment for a faster return, anyone know of the process for getting a UTR for a minor.
Much Appreciated.
Hi Isaac
Are you doing them online?
Sara
Sara Spencer ATII TEP | Trust Manager
Sara Spencer Ltd, 8 Kingsway, Harrogate, HG1 5NQ
07952 651881 | 01423 524114
Sara.spencer@trustandestate.co.uk
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No the paper r40’s are posted off by the clients… is there another way? most claims are minors.
Hi Isaac
It looks like you have to claim by post if you are claiming for someone else. https://www.gov.uk/guidance/claim-a-refund-of-income-tax-deducted-from-savings-and-investments
Sara
Sara Spencer ATII TEP | Trust Manager
Sara Spencer Ltd, 8 Kingsway, Harrogate, HG1 5NQ
07952 651881 | 01423 524114
Sara.spencer@trustandestate.co.uk
Privacy Notice - details of our legal basis for processing your information, retention period for data held, security of your data, your rights under the General Data Protection Regulations (GDPR) including the right to complain can be found in our full Privacy notice
This email and the information contained in it and in any attachments are confidential and may be privileged. If you have received this email in error please notify us immediately. If you are not the intended recipient, you are not authorized to, and must not use, disclose, copy, distribute, retain or rely on this email or any part of it.
Please note that whilst we try to ensure that attachments are virus-free, we cannot accept responsibility for situations where this is not the case.
Any information in this email is advice from the business and not the sender.
Sara Spencer Ltd is a company registered in England, registration number 12304408, registered office 8 Kingsway, Harrogate, HG1 5NQ
I’m afraid we have had the same problem and there doesn’t seem a lot our compliance staff can do to speeds things up or even monitor progress for individual clients - many of whom are minors. It doesn’t help (unless things have more recently changed) that they no longer seem to give repayment claims reference numbers and minors often don’t have their NINo yet. We had one instance (for two young brothers) recently where we had to submit the R40 forms three times over the course of 18 months (and get them signed each time), and rather understandably the grandparent involved as a Trustee thought it was our fault.
We experience the same, takes an age.
As Peter said with no NINO for many claimants they often seem to go missing.
We have registered a few minors for SA to speed it up, but HMRC do their best to not set them up within SA.