PAYE1001 - background: access to records: introduction


Access to the Employer Business Service (EBS), Taxpayer Business Service (TBS) and the Movements 2003 Browser is controlled

  • Centrally, by setting up Organisation Units and allocating the service to the Organisation Unit (OU)
  • Locally, by allocating access rights to individual operators within the OU. This is done by allocating user roles

Access to the EBS system

Navigation between EBS functions

Access to the TBS system

Navigation between TBS functions

Access to the Movements 2003 Browser

Navigation between Movements 2003 Browser screens

Access to the EBS system

Access to EBS is through Interim Single Point Sign-on and user roles.

On your Desktop screen

  • Select the Interim Single Sign On icon - if you use a mouse you will need to double click on that icon. The ISSO Desktop will be displayed
  • Select the CSP folder. The EBS user roles will be displayed
  • Select the user role that you want

You will be taken to the EBS Function Menu, where those functions available under your user role are shown in an alphabetical list. These will be some of

  • AMEND / DELETE EOY RETURNS RECEIPT
  • AMEND ELECTRONIC BUSINESS INDICATORS
  • AMEND EMPLOYER SUMMARY
  • AUTHORISE OVERPAYMENT DISPOSAL
  • CANCEL SCHEMES ONE YEAR ONLY
  • CAPTURE EOY RETURN DETAILS
  • EMPLOYER SET UP
  • EMPLOYMENT BASIS SELECTION
  • MAINTAIN INCENTIVE APPEAL
  • MAINTAIN SKELETON EMPLOYER
  • RECORD RETURN RECEIPT
  • VIEW BROCS
  • VIEW EMPLOYER SUMMARY
  • WORKLISTS (This is a generic function used in EBS, Student Loans Business Service (SLBS) and TBS)

To make your selection from the list

  • If you use a mouse, double click on the line showing the function that you want and you will be taken to that function

Alternatively

  • Select the line showing the function you want. That line will be highlighted

And then

  • Select the [OK] button to be taken to the function

Navigation between EBS functions

Navigation to other EBS View and Amend functions, from VIEW EMPLOYER SUMMARY and AMEND EMPLOYER SUMMARY is achieved through the menu toolbar at the top of the screen

  • Select an option in the menu toolbar. A drop down menu of further options is then shown
  • Choose an option from the drop down menu, and select that option

For example, the View option on the menu toolbar in Function VIEW EMPLOYER SUMMARY (accessed from the Function Menu) allows you to access the other employer View functions.

Notes:

  1. Navigation to other functions is usually through Function VIEW EMPLOYER SUMMARY or Function AMEND EMPLOYER SUMMARY, but not always
  2. Some of the functions accessible from the toolbar menu, are also available from the Function Menu
  3. Some functions can only be accessed from the Function Menu

Access to the TBS system

Access to TBS is through Interim Single Sign On and user roles.

On your Desktop screen

  • Select the Interim Single Sign On icon - if you use a mouse you will need to double click on that icon
  • Select the TBS folder. The TBS user roles will be displayed
  • Select the user role that you want

You will be taken to the TBS Function Menu, where those functions available under your user role are shown in an alphabetical list. These will be some or all of

  • AMEND NINO
  • FIND TAXPAYER
  • MERGE TAXPAYER
  • VIEW TAXPAYER SUMMARY DETAILS
  • WORKLISTS (This is a generic function used in EBS, Student Loans Business Service (SLBS) and TBS)

To make your selection from the list

  • If you use a mouse, double click the line showing the function that you want and you will be taken to that function

Alternatively

  • Select the line showing the function you want. That line will be highlighted

And then

  • Select the [OK] button to be taken to the function

Navigation between TBS functions

Navigation to other TBS functions is achieved in Function VIEW TAXPAYER SUMMARY DETAILS, through the View and Amend options on the menu toolbar at the top of the screen.

To access the required function

  • Select the View or Amend option in the menu toolbar. A drop down menu of further options is then shown
  • Select an option from the drop down menu

Through the ‘View’ option you can

  • Select ‘Capacitor Details’ for Function VIEW CAPACITOR DETAILS
  • Select ‘Capacitor History’ for Function VIEW CAPACITOR HISTORY
  • Select ‘Employment List’ for Function VIEW EMPLOYMENT LIST
  • Select ‘Address History’ for Function VIEW TAXPAYER ADDRESS HISTORY
  • Select ‘Designatory Details‘ for Function VIEW TAXPAYER DESIGNATORY DETAILS

Through the ‘Amend’ option you can

  • Select ‘Capacitor Details’ for Function AMEND CAPACITOR DETAILS
  • Select ‘Address’ for Function AMEND TAXPAYER ADDRESS
  • Select ‘Designatory Details’ for Function AMEND TAXPAYER DESIGNATORY DETAILS
  • Select ‘Worklists’ for Function WORKLISTS (This function is also available direct from the TBS Function Menu)

Access to the Movements 2003 Browser

Access to the Movements 2003 Browser is through Start / Programs on your own Desktop or through Intranet when working away from your desk, and user roles.

On your Desktop screen

  • Select ‘Start’
  • Select ‘Programs’
  • Select ‘Movements 2003’
  • Select ‘MVTS’. You will be taken to the Movements Homepage

You can create a short cut on your Desktop in the normal way.

If you are working away from your own workstation the browser can only be accessed through the Movements Homepage.

The Movements Homepage shows those screens available under your user role or roles. These are shown as facsimiles of the form or list with the following text under the appropriate form or list

  • ‘P45 Part 1’
  • ‘P45 Part 3’
  • ‘P46’
  • ‘Worklist’
  • ‘Summary’, to access the (Work List Manager) Summary screen

You should then

  • Select the facsimile for the screen that you want to access

Navigation between Movements 2003 Browser screens

Navigation to other Movements 2003 Browser screens is through the six tabs at the top of your screen.

If you are using, for example, the P45 Part 1 screen the other two capture screen tabs are active. This is because they are available under the user role in which you are working. This allows you to quickly navigate between the three capture screens.

The Home tab is always active, to take you back to the Movements Homepage.

In this example, the other two tabs are disabled because they are only available under different user roles to the one that you are using. If you want to use either, and you have the correct role, you must return to the Homepage, by selecting the relevant tab, to make your selection. See PAYE1010 for an explanation of the three user roles.

To access the required screen select

  • The ‘P45 Part 1’ tab to access the P45 Part 1 capture screen
  • The ‘P45 Part 3’ tab to access the P45 Part 3 capture screen
  • The ‘P46’ tab to access the P46 capture screen
  • The ‘Worklist’ tab to access the Worklist screen
  • The ‘Summary’ tab, to access the (Work List Manager) Summary screen
  • The ‘Home’ tab to return to the Movements Homepage

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