Income Tax

Regarding TCA97 s997, 24 AC 2000

Facts:                 PAYE was operated by the Appellant's employer using a certificate of tax free allowances which overstated the amount of allowances properly due for the year 1997/98. The Inspector of Taxes raised an assessment for the year showing a credit for the tax actually deducted by the employer.

 

Arguments:        The Appellant argued that the amount of the assessment was equivalent to the amount of tax "...estimated to be deductible..." and that he was entitled to a credit of that amount in accordance with Section 997 with the result that his liability was reduced to nil.

 

The Revenue Commissioners argued that the taxpayer was entitled to a credit in the amount of tax deducted and that he was not entitled to a credit of any other amount.

 

Decision:              The meaning of the Section is clear in that it requires some credit to be given for either the tax actually deducted from emoluments (where the amount is known) or an estimate of the tax which might be deductible or have been deducted (where the amount is not known). It is obvious that failure to give credit for tax which would normally be deducted from emoluments would give rise to many overpayments and result in administrative inefficiencies.

 

Whether credit for tax deducted or estimated as being deductible from emoluments has been given or, indeed, even if the inspector had ignored the requirements of the Section completely there does not seem to be anything in the Section which prevents an inspector from using the actual amount of tax which was deducted from the emoluments in computing the balance of tax payable by the taxpayer for the year.

 

Even on the basis of the construction of the section argued for by the taxpayer it is difficult to conclude that the section requires an inspector of taxes to give credit for tax which should have been deducted from emoluments. The taxpayer appears to be arguing that the inspector has no option but to insert the higher of the tax actually deducted or the tax which would have been deducted had the correct tax free allowance certificate been in the hands of the person paying the emoluments. The section does not impose such an obligation on the inspector but gives him the option of using the tax actually deducted or an amount which he estimates to be deductible.

 

For the reasons set out above, the appeal fails.

 

 

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Last modified: April 01, 2003