Claiming tax back for unpaid maternity leave - when?

J

jrewing

Registered User
Messages
554
My sister has been working and paying tax at top rate of tax all year. She will go on unpaid maternity leave from next week until mid-January, so should be able to claim back some of the tax she paid.

Can she reclaim the money now by informing the Revenue that she won't be earning any more money this year ? Or will she need to wait until January, when she has her P60 ?

In case it is relevant, she is married and husband also paying tax at top rate, both PAYE.

Thanks, JR
 
In cases where somebody becomes unemployed mid year they can file a P50 claim for tax back.

Form P50 - First Claim for Repayment During Unemployment

However in this case she is still technically employed while on maternity leave so this may not be relevant here. On the other hand she may be able to contact Revenue mid year and certainly at year (via P21 balancing statement) end to get any overpayments of tax balanced and refunded. Probably best to give her tax office a shout and see what they say? Is she receiving just SW Maternity Benefit or is she also receiving any (full or partial) salary from the job while on maternity leave?
 
Get her to ring her tax office and ask them to transfer her allowances for the rest of the year to her husband, so he'll get the benefit of her tax refund as such.
 
Her employer may also be willing to facilitate her by giving the benefit of the tax credits each month between now and the end of the tax year against income already earned.

The employer can pay the refund each month out of deductions from other employees.

I have seen this applied previously.
 
You must log in or register to reply here.
Back
Top