Joint Assessment/Tax refund

Q

Quagland

Registered User
Messages
2
Hi All,

My wife and I were separately assessed for 2020.
My wife was on paid maternity leave until March at which point she went on parental/unpaid leave for the remainder of the year.

Is it possible for me to file a tax return now for 2020 and have us jointly assessed or does she need to separately claim back the tax herself? The reason I ask is that I need to file a return anyway to claim back working from home expenses from March to December so ideally we could kill two birds with one stone.

I'm also looking into advice on how we can be jointly assessed for 2021. Everywhere I read says you can do this on ROS but I dont have an edit option to change to jointly assessed when I go into my PAYE services in ROS.

Thanks in advance for any help.
 
If your civil status is single on ROS you won’t see the option. You are eligible to be assessed jointly from the year your civil status changes to being married.
 
My civil Status is in as married but I still don't see an edit option on ROS to go jointly assessed.
 
Use the 'Update Civil Status' under 'Manage my Records'. You will still select married but then you can choose between the options for assessment. Failing that, submit a request through the 'My enquiries' page
 
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