Advice on de-registering for self-assessment
Posted: September 9th, 2019, 2:16 pm
My father who is 80 has been paying £450 a year to a firm of accountants to do his self-assessment tax return for around 20-30 years. This year he has asked if I could do it for him.
I've gathered all the information and there's nothing unusual. His total income is between £50k and £100k, interest is around £1k and dividends are less than £2k. His capital gains is well below the limit, disposals well below the allowance and he has no other source of income.
So, according to the HMRC test he does not have to do a self-assessment return and had he not being doing one HMRC would just adjust his pension payments at source so the correct tax is being deducted.
I have calculated HMRC owe him around £55 for 2018-19. I have no idea whether HMRC have requested he do self-assessment this year and my father is unlikely to give me any definitive answer as he is always a big vague on this type of matter. There would also be no point asking him to phone HMRC as it will cause him stress and he likley will just put it off indefinitely.
I would be grateful for advice on how to proceed. At present I am minded to write a letter to HMRC (in his name which he would sign) and ask them to de-register him from self-assessment, enclose a calculation showing the £55 owed and ask them if that is sufficient. Going forward I am assuming they would then adjust his tax at source on his pensions and produce a P800 if required.
I've gathered all the information and there's nothing unusual. His total income is between £50k and £100k, interest is around £1k and dividends are less than £2k. His capital gains is well below the limit, disposals well below the allowance and he has no other source of income.
So, according to the HMRC test he does not have to do a self-assessment return and had he not being doing one HMRC would just adjust his pension payments at source so the correct tax is being deducted.
I have calculated HMRC owe him around £55 for 2018-19. I have no idea whether HMRC have requested he do self-assessment this year and my father is unlikely to give me any definitive answer as he is always a big vague on this type of matter. There would also be no point asking him to phone HMRC as it will cause him stress and he likley will just put it off indefinitely.
I would be grateful for advice on how to proceed. At present I am minded to write a letter to HMRC (in his name which he would sign) and ask them to de-register him from self-assessment, enclose a calculation showing the £55 owed and ask them if that is sufficient. Going forward I am assuming they would then adjust his tax at source on his pensions and produce a P800 if required.