EEPM1100 - Workflow Management Work Items: In Year Cessation

When an Employer ceases to trade during the course of a Tax Year they will submit their End of Year Returns in the normal way. This Work Item is for Electronic Returns only, it will communicate the Cessation Date, Employer Reference and Employer Name. These details will be forwarded to the relevant RMS location using form CA8424.

The table below provides a quick reference guide to the main actions required to process this Work Item.

Step 1 - Open Work Item and check whether or not the Employer is a Centrally Paid Employer

• On receipt of an In Year Cessation Work Item make a clerical note of the Employers Reference (Emp Ref) and check to see if the Tax District is 940 or 948
• If the Tax District ref is 940 or 948 check the Centrally Paid Schemes list held on the Desktop.
• If the Employer is Centrally Paid follow Step 2
• If the Employer is not Centrally Paid follow Step 4

Step 2 - Centrally Paid Employers

• If the Emp Ref is held on the list e-mail the details of the case to Central Payment Section. E Mail address is Central Accounts, Section (NICO Contributor 4)
• The e-mail should include the Employers Reference and the Employer name

Step 3 - Record Actions and BF

• All actions undertaken in the Workflow Management system must be recorded
• Access the Take Action section of the Work Item
• From the TAKE ACTION box ‘Select’ BFItem from the Drop Down List and ‘Click’ on the [Add] button
• ‘Enter’ 56 days in the 'BF Days' box
• In the 'Enter Required Information' box ‘Select’ Refer to Central Payments from the Actions Field
• Any additional information can be recorded in the 'Actions Text' box
• ‘Click’ on the [Submit] button, you will be presented with a Confirmation Window
• To complete the action ‘Click’ the [X] on the Header Bar of the Workflow Management system Window
• Select the [Get Next Item] button to continue to the next Work Item

Step 4 - Access EBS to obtain RMS details

• ‘Double Click’ on Interim Single Sign On
• ‘Click’ on CSP
• ‘Double Click’ on EBS Employer
• The EBS Employer View screen will be displayed
• ‘Double Click’ on View BROCS in the Function Description box
• ‘Enter’ the Employer Reference e.g.989/m2989 (see Step 1)
• ‘Click’ on OK
• The EBS-View BROCS Menu screen will be displayed
• From the EBS-View BROCS Menu screen obtain the AO reference by noting the first 3 numbers of the Employers Reference, followed by ‘P’ and the numbers after the leading zeros of the AO reference. i.e. Employers Reference 123 A4567 and AO Reference 00012345 becomes 123P12345 and is the correct format for the AO Reference
• ‘Select’ Prime designatory data (no.6) by ‘Clicking’ on the [Radio] button.
• ‘Click’ on OK
• The EBS View BROCS screen will be displayed and will show the Collection number immediately below the Business Name

To exit EBS you can either:-

• ‘Click’ on Cancel at the bottom of each screen until you return to Interim Single Sign On
• ‘Click’ on the [X] at the top right of your screen until you return to Interim Single Sign On
• ‘Click’ on Cancel at the bottom of the EBS- View BROCS screen which will take you to the EBS View BROCS Menu you can then ‘Click’ on file (top left) and exit until you return to Interim Single Sign On

Step 5 – Contact RMS

Communicate information to RMS

• ‘Complete’ Letter CA8424
• ‘Issue’ to the appropriate RMS address using the Collection Number and AO Reference obtained at Step 4

Step 6 - Record Actions and Close Work Item

• All actions undertaken in the Workflow Management system must be recorded
• ‘Access’ the Take Action section of the Work Item
• From the ‘TAKE ACTION’ box ‘Select’ CompleteItem from the Drop Down List
• In the Enter Required Information box ‘Select’ Cessation details to RMS and ‘Click’ on the [Add] button
• Any additional information can be recorded in the Actions Text box
• ‘Click’ on the [Submit] button, you will be presented with a Confirmation Window
• To complete the action ‘Click’ the [X] on the Header Bar of the Workflow Management system Window
• ‘Select’ the [Get Next item] button to continue to the next Work Item