PAYE103006 - Individual records: maintain individual details: work item 56 - amend taxpayer details - further information needed
Work item 56 is a generic work item which can be created manually. PAYE110080 gives information about how to create a work item.
You will only need to create a work item where there is
- No other work item open for the issue you are working
- You need to take some further action and information is outstanding that you need to complete the action
For example:
An individual contacts you to advise that they have remarried and the date that the previous marriage ended is not noted on their record. As a result you will need to contact the individual for the date the last marriage ended.
You must make a note of the reason why the work item has been manually created. The note is made in the screen ‘Other Display Data’ and this will be presented to you when the work item is opened (up to 500 characters).
You must also make a manual Contact History note (see PAYE105016)
The work item is
56 - amend taxpayer details - further information needed |
Further information is required from the individual in order to amend the designatory details. Note: On creation of the work item you should contact the individual for the required information and make a note of the action taken before placing the work item in BF for 4 weeks to await a reply. |
To action the work item
- At the BF date, review the reason and take any action to clear the work item
- If a further BF period is needed, update the work item notes and change the BF date.
