PAYE Worker asked to make tax return - but nothing to declare

Hello,

Sorry this is not my area of expertise and I fear this is a very simple question, but can't find the answer having done a quick search on the Revenue website etc.

My wife is a PAYE worker (higher tax rate, as am I - we are individually assessed for tax purposes). She has been asked to file a tax return for last year & seperately the year before, before the Revenue will permit her to claim tax back on medical expenses and a couple of other allowances, incurred during those two years. She had some income about five years ago outside of PAYE income, but nothing since then - at the time, a tax consultant prepared her return with her, but he's long since gone.

What I am wondering is, can someone please tell us what needs to be completed - is there a simple and straight forward declaration that can just be signed & sent in to Revenue, for her to confirm she had not income outside of that earned under PAYE ?

Thank you.

MrEarl said:

... What I am wondering is, can someone please tell us what needs to be completed - is there a simple and straight forward declaration that can just be signed & sent in to Revenue, for her to confirm she had not income outside of that earned under PAYE ?

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Yes. It's known as Form 12. Also known as a Tax Return Form.

Thank you.

I have downloaded this form, but it would appear quite lenghty do we just sign it with nothing completed, as we have nothing further to declare or must we complete all sections ?

Kind Regards

Complete anything relevant, total income etc from p60, usual extra bits for most people are vhi, bin charges if they were there that year, might be a few others, tick the relevant tax credits you are claiming.

To avoid delays, insert "nil" as appropriate rather than leaving blank spaces in the form.

Re VHI: Now a days isnt it all done at source, ie there's nothing that can be reclaimed via the return?

S.

Depends if employer is paying portion or not.

DrMoriarty said:

To avoid delays, insert "nil" as appropriate rather than leaving blank spaces in the form.

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The instructions to form 12 state "Any panel(s) or section(s) that do not require an entry should be left blank"

So, don't enter nil.

Hi Mr Earl,

make sure when you complete the form 12 that you claim all reliefs due - if for example you had a claim for medical expenses in 2010, don't assume that since they are on Revenue's system already and you already received a refund that they will carry over.

Basically a Form 12 will supersede any info already on the system - Revenue wants to ensure that they have up-to-date records.

Just a thought - did your wife de-register for income tax when her self-employment ceased? If not she will need to sort it out and possibly complete Form 11 instead

I just checked on revenue.ie - you can check if you are registered for more than one taxhead:
go to contact locator and put in her PPSN if she's only registered for PAYE it will go straight to the appropriate contact details and if she's registered for more IT/VAT/etc it will offer a dropdown menu.

Pretty handy way to check actually!

smeharg said:

The instructions to form 12 state "Any panel(s) or section(s) that do not require an entry should be left blank"

So, don't enter nil.

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I stand (well, sit) corrected.

wbbs said:

Depends if employer is paying portion or not.

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So if you pay the health insurance yourself, there is nothing to re-claim? (thats my understanding..)

Thanks
S.

Thank you, everyone.

Regards