TWSS - PAYE & Form 11 - Prelim End of Year Statement

[SCA911]

Trying to get my head around how we go about the following:

Spouse's employer paid him partially for a number of months last year with TWSS and top up to bring it to typical take home pay. Now, as with many others, the tax liability is due. The employer had applied a manual reduction in pay at source at the time so they are now paying the liability to Revenue. Problem is the employer wants a copy of the Preliminary End of Year Statement from Revenue however, because we have a rental property and submit a Form 11 annually , we don't seem to have this in our ROS.ie account and cannot apply for it through My Account on Revenue site as it tells us it's not possible as we have a tax return submitted for that year. All a bit of a muddle. Employer has set a deadline of 30th April to submit the prelim statement. If we complete our Form 11 for 2020 and just pay the amount we believe due for the rental income will the statement of net liabilities that is generated then be appropriate to send to the employer. It's the only work around I can think of. Any thoughts?

 

[Opal**]

Having a similar issue so I’m interested in replies.

 

[SCA911]

Having a similar issue so I’m interested in replies.

So in the absence of any replies on the multiple platforms I raised this query I finally made contact with Revenue. Should have done that from the outset as a very helpful woman at the end of the phone said they can do a calculation based on 2020 credits and cut off points and give a figure for amount owing on tax liability due from TWSS and exclude any other income tax liability such as Rental Income, Other Income, etc. This should satisfy the employer when paying the liability. Hope to have this in the post in the coming days so will update again on arrival. Hope this helps anyone else in similar situation.

 

[Opal**]

Thanks for the update. I wonder if it depends who you get on the Revenue helpline, I have a feeling you struck lucky. A colleague was told they won’t do that calculation to isolate the liability. In my case I sent a request through myenquiries and it was anything but straightforward. I finally got a confirmation but it required a lot of back and forth. I find it very strange that there seems to be a reluctance to provide assistance to workers hit with this liability.

 

[SCA911]

Think you're right in that I got very lucky with who answered the call. Find it a common theme with Revenue. I had also sent a request through My Enquiries but it's still sitting there unanswered. Agree with you that the reluctance to resolve it is peculiar. Seems it would be best for all concerned to get it sorted this year, for those in a position to do so, instead of letting it drag out with reduced credits for four years. Hopefully whatever is sent in the breakdown will be enough for the employer to close it off and we can all move on.