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Halfempty
Rank; Hector Tax Inspector
United Kingdom
5 Posts |
 Posted - 29/04/2008 : 02:19:11
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Hi, Just received SAR documents and trying to make sense of it all. In our case, the plain A4 pages consist of 9 sets of 9 pages each with the same headings. Each set appears to represent the times HMRC have acknowledged some form of contact with ourselves.
Could someone please tell me if details of income should be shown on these pages.
For example, a set comprises:-
Page 1 Application Summary
Page 2 Applicant 1 Additional Info
Page 3 Applicant 2 Additional Info
Page 4 Application Information
Page 5 Children
Page 6 Applicant 1 Work (Details of hours worked,
payroll number, employers name and address
correctly given)
Page 7 Applicant 2 Work (Again above details
correctly given)
Page 8 Income - Sterling (Applicant Income for both
applicants left blank here)
Page 9 Payment
My query is "Should our income have been entered on Page 8?" We correctly submitted our income details for each year and HMRC confirmed this by sending us copies of our Annual Earnings Declarations signed by us with our SAR data.
Who has got a degree in interpreting Tax Credit Documentation? - any help much appreciated.
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nigel
Rank; Hector Tax Inspector
54 Posts |
Posted - 29/04/2008 : 23:45:15
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Yes your income should be shown on page 8. If you look at page 8 you have under the income section 4 lines:
Line1 Earnings
Line2 Benefits in Kind
Line3 Self Employed Profits
Line4 Other Income
You should then have 2 columns
Column 1 Applicant1 act/est
Column 2 Applicant2 act/est
You should have some income shown somewhere along the line, in my SAR I have 10 application variations and all show income of some kind.
These printouts (not the screenshots but the simple printouts as you've described) record every change made to your tax credits claim. Please read the advice I've added below, I have copied it across from a posting I recently made to another member, I hope it helps you, please ask questions and we will help to decipher all we can.
quote:
With your SAR paperwork you should have a bunch of paperwork that looks just like incoherent printouts, not the screenshots. These are the application summaries. Each summary consists of 8 pages, from these pages you should be able to decipher dates of applications, where the application came from. These pages should record every change made to the claim, I have 10 variations yet have only applied for WTC once! Here's a quick rundown on the application summary:
Page1)Applicant names and NINO's, date of births. Date of application, application source and status
Page2)App1 information ie. name, NINO, DOB, sex, address and phone number
Page3)as above but for app2
Page4)App1 and 2 extra info ie. nationality, disabled, other info, signatures present (yes/no) and extra notes
Page5)App1 work details, emplyer name, address, start/end dates, hours worked
Page6)App2 work details as above
Page7)App1 and 2 income details
Page8)Bank details
I recommend you check and compare all versions, making note of any errors and inconsistencies, I clocked up 32 errors over 10 versions. Also check all the dates in these summaries against the screenprints of the household notes to try and match things together.
Also somewhere in the screenshot printouts you should have 2 pages (for joint claims) headed Income-Applicant1 or 2-Sterling, listed on this page should be income details for each applicant for various tax periods (mine cover 4 tax periods)
Regards,
Nigel |
Edited by - nigel on 29/04/2008 23:51:09 |
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Halfempty
Rank; Hector Tax Inspector
United Kingdom
5 Posts |
Posted - 30/04/2008 : 11:57:06
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Nigel - Thanks so much for your help. I am now breathing fire because all nine sets of plain A4 sheets have missing income details.
How can they acknowledge the fact that we are both working by entering details of our employers names and addresses, payroll numbers and numbers of hours worked correctly followed by 2 pages with missing income for all 9 sets?? No wonder we were overpaid by £10,000!!
Could the first year's overpayment have something to do with the fact that we applied on the internet? But this wouldn't explain the second year's overpayment in any case, because they have acknowledged receipt of our Tax Credits Annual Declaration with correct income details on the 29th April 2004, yet still continued to overpay us.
I haven't even begun to look at the screen print-outs yet but I hope you'll be around to help me with them soon.
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nigel
Rank; Hector Tax Inspector
54 Posts |
Posted - 30/04/2008 : 22:24:31
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quote:
Could the first year's overpayment have something to do with the fact that we applied on the internet?
It shouldn't have anything to do with it.
I recommend you know look through the screen prints, these should contain income details, also look through the household notes section of the screen prints, these should record anytime your claim was worked, either through phone calls made by yourselves or any action taken by TCO staff regarding your claim.
Regards,
Nigel |
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Deciphering SAR data
