PAYE100026 - taxpayer records: COP records: reconstitution of COP record (Action Guide)

To deal with cases on the Unprocessed Transactions – Reconstitution list, follow steps 1 - 8 below.

Note: The lists must be reviewed by an appropriate officer.

The guide is presented as follows

There is a PO transaction for the new out of date (CY-7) tax yearSteps 1 - 2
There is a CD transaction for the new CY-1 tax yearSteps 3 - 4
It is a coding for this yearSteps 5 - 6
Any other entriesSteps 7 - 8


For details of how to access any of the COP functions, use the [Index of Functions] button on the left of the screen.

There is a PO transaction for the new out of date (CY-7) tax year

  1. Issue the payable order manually
  2. When all the necessary work has been done
  • Destroy the lists

There is a CD transaction for the new CY-1 tax year

  1. Consider whether you need to
  • Use Function TA to set the POTA signal for any cases on the list
  1. When all the necessary work has been done
  • Destroy the lists

It is a coding for this year

  1. Repeat the work to
  • Review the coding details using Function CD

And

  • Clear the Cancelled Not Corrected signal
  1. When all the necessary work has been done
  • Destroy the lists

Any other entries

  1. Do the work again
  2. When all the necessary work has been done
  • Destroy the lists