Has anyone seen this issue before when submitting an amended Form 11 where there was Tax Overpaid yet on clicking Submit a Payment Screen opens looking for payment from me rather than to me (refund)? Revenue customer service helpline only works half days (9am to 1.30pm)
Details;
I'm submitting an amended Form 11 for 2022 which is resulting in a slightly increased overpayment (i.e. refund to me).
I've edited the relevant panels/sections, resulting in updated an Calculations & IT Self Assessment panel. All good so far. The IT Self Assessment panel's column A & B match & shows the correct figure field (j) (ii) Balance of Tax Overpaid for this period. However, when I click the Sign & Submit page it brings me to a Payment Screen asking for a Payment Method & stating
There is no ROS Debit Instruction (RDI) linked to this Registration for this Tax Type. If this is required as the Payment Method you must set-up an RDI before attempting to make this payment again.
And asking for a Payment Amount & Payment Date.
On the Setup an RDI page it states; You have chosen to set up a ROS Debit Instruction (RDI) to authorise payments to Revenue from your Bank/Building Society account.
To me this implies that Revenue is trying to take payment from me, rather than issuing a refund to me (i.e. the Balance of Tax Overpaid figure for this period) which is what should happen based on my IT Self Assessment. I would have assumed that Revenue would just take my amended self-assessment, review it & issue me with a refund to my bank account (the same process as a non-amended Form 11 submission for overpayments). If I set up an RDI or manually enter my payment details & date I'm assuming it will payment from me or is it the case that amendments & resulting overpayments/refunds are processed differently & it will issue a payment to me?
Details;
I'm submitting an amended Form 11 for 2022 which is resulting in a slightly increased overpayment (i.e. refund to me).
I've edited the relevant panels/sections, resulting in updated an Calculations & IT Self Assessment panel. All good so far. The IT Self Assessment panel's column A & B match & shows the correct figure field (j) (ii) Balance of Tax Overpaid for this period. However, when I click the Sign & Submit page it brings me to a Payment Screen asking for a Payment Method & stating
There is no ROS Debit Instruction (RDI) linked to this Registration for this Tax Type. If this is required as the Payment Method you must set-up an RDI before attempting to make this payment again.
And asking for a Payment Amount & Payment Date.
On the Setup an RDI page it states; You have chosen to set up a ROS Debit Instruction (RDI) to authorise payments to Revenue from your Bank/Building Society account.
To me this implies that Revenue is trying to take payment from me, rather than issuing a refund to me (i.e. the Balance of Tax Overpaid figure for this period) which is what should happen based on my IT Self Assessment. I would have assumed that Revenue would just take my amended self-assessment, review it & issue me with a refund to my bank account (the same process as a non-amended Form 11 submission for overpayments). If I set up an RDI or manually enter my payment details & date I'm assuming it will payment from me or is it the case that amendments & resulting overpayments/refunds are processed differently & it will issue a payment to me?
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