The Chartered Institute of Payroll Professionals
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self-assessment filers PAYE customers tax credit claimants child benefit claimants.
The customer will access the service by calling the existing HMRC telephone number and the Interactive Voice Response (IVR) process will determine what further information will be provided. If the customer enters their details incorrectly, they will go through to an HMRC advisor who will support them with their query. This is also the case for customers who do not respond to the information input request in time. When a customer calls HMRC as part of this change, the customer will be invited to: • take part in an optional four-question survey • explain ‘in a few words’ why they are calling • to choose either option one (enquiry submitted online) or option two (enquiry submitted via post) on their telephone keypads • to enter the date, they submitted their enquiry in the format yyyy-mm-dd. Depending on what answers are provided to the above, different types of information will be sent via SMS to the customer: • the expected due date for their reply • guidance on checking their PTA for their reply to due date (if submitted online) • being guided to GOV.UK and specifically the section ‘check when you can expect a reply from HMRC’ .
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HMRC: request a pension scheme refund or reallocation Published: 1 August 2023 Emailed: 2 August 2023
HM Revenue and Customs (HMRC) has published guidance on ‘ Request a pension scheme refund or reallocation ’. A pension administrator or practitioner can request for a refund or reallocation of charges paid, relating to returns and reports submitted using the Pension Schemes Online or Managing Pension Schemes services. Request a refund — Managing Pension Schemes service: • you can request a refund in the service if you have an overall credit balance on your account • the credit balance on your financial information will be reduced when your refund has been processed. Request a refund — Pension Schemes Online service: • you can request a refund if your account is in overall credit. You do this by downloading and completing the ‘ r equest a refund of a pension scheme payment’ spreadsheet, then sending it to HMRC • the completed spreadsheet can be printed and then posted.
Request a reallocation: •
if you have made payments that have not been allocated correctly, you can ask for them to be reallocated to other charges on the same account by downloading and completing the ‘ request a reallocation of a pension scheme payment’ spreadsheet, then sending it to HMRC • you can either send the completed spreadsheet via email or post.
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Have your say on HMRC’s PAYE Manual Published: 2 August 2023 Emailed: 2 August 2023
HM Revenue and Customs (HMRC) is currently reviewing the ‘ Guidance for staff working through PAYE processes for individuals and employers ’.
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