Tax liabilty but only worked 7 months in 2009

[dodo]

I worked 7 months in 2009, p60 states E27,791, JSB E4,987 paid income tax on each monthly pay check, wife works p/t earning around E19,787,
both normal paye workers but rent out a house which had loss of E500 on 2009.
Did ros online form 11 as per chat with revenue to see if I have any money due back to me as I only worked 7 months in 2009.

When I finished it stated I had tax liability of E3,529 I don't understand how this is possible, I copied and pasted here what ROS calculated as I need advice before I submit , cheers

Gross Employment/Pension for Income Levy-Self 27791

Gross Employment/Pension for Income Levy-Spouse 19787

_______________________________________________________________​

Emoluments-Self 27791

Social Welfare Benefit-Self 4987

Emoluments-Spouse 19787

Total Income 52565
Net Position
Income*
52565
Total
52565
Allowances / Reliefs / Deductions
Total
0
Taxable Income
52565
Charged To Tax As Follows
Standard Rate
52565 @ 20% =
10513.00
Total Income Tax
10513.00
Credits / Reliefs set against Tax on Income
Personal Credit
3660.00
Total
3660.00
Net Tax Liability
6853.00
PRSI / Health Levy / TRS
Income Levy-Self
27791 @ 1.67% =
464.11
Income Levy-Spouse
19787 @ 1.67% =
330.44
Total
794.55
Other Credits / Reliefs
Paid PAYE
3703.00
Income Levy Deducted under PAYE
415.00
Total
4118.00
Total Liability Payable 3529.55

 

[DB74]

On the assumption that neither yourself nor your wife were employed as a director of your own company, you have not claimed the PAYE credits for either yourself or your wife.

This is an extra tax credit worth €1,830 each which will wipe out the tax liabilty and actually leave a small refund due to you.

Also you have not claimed for any medical expenses or service charges (bin tags) for which you could receive additional tax relief.

 

[DB74]

Also the Income Levy paid-to-date looks very low.

Was there no income levy deducted from either your or your wife's salary in the year?

 

[asdfg]

You need to get your Cert of Credits

It appears the PAYE credit of 3660 (2* 1830) is not included in your calculations above. Also don't forget to include other credits bins union fees medicial exps to name a few. If you have any children and you are now looking after them you may be entitled to a homecarers credit.

 

[dodo]

Thanks for help, no medical expenses for 2009
Revised, does this look correct, also can we claim for our kids and if so do we both claim for them , ie dependent section do we put qty of kids in self and spouse,
Credits / Reliefs set against Tax on Income
Personal Credit 3660.00
PAYE Credit 3660.00
Service Charge 80.00
Total 7400.00
Net Tax Liability 3113.00

PRSI / Health Levy / TRS

Income Levy-Self 27791 @ 1.67% = 464.11
Income Levy-Spouse 19787 @ 1.67% = 330.44
Total 794.55
Other Credits / Reliefs
Paid PAYE 3703.00
Income Levy Deducted under PAYE 415.00
Total 4118.00
Total Liability

Overpaid 210.45

 

[DB74]

That looks right

You can't claim for children in 2009 because your incomes are over the threshold for the home carers credit.

Dependent relatives credit is only for very specific relatives (special needs or elderly relatives are 2 examples) so you're not entitled to that unless one of your children is special needs.