PAYE105030 - Individual records: contact history: view contact history summary

Contact History summary can be viewed at any time in your day to day work. To do this

• Access the individual record
• Select Contact History from the left hand bar
• Select Contact History from the task bar

You will be presented with the Contact History Summary screen, which will list up to 10 records in date order starting with the latest information recorded. You can access earlier records by using the buttons at the bottom of the screen.

Contact History Summary will only display unique entries and will not list any duplicate notes created during multiple updates as described at PAYE105015. It will also exclude any notes ‘recorded in error’ (see below). You will be able to select an option to view all entries if required, although this should be unnecessary in most circumstances.

You can use the [Filter by] or [Sort by] buttons to search for the relevant information required. Once the fields have been selected you will be presented with a further ‘Select’ option. When selecting this you should always

• Enter the date as DD/MM/YYYY to ensure you receive the correct results
• If searching for a form P11D(Man), select Document type ‘Other’, see PAYE130040 
• If searching for an update which has been made from the result of an earlier year form, also select ‘Other’, see PAYE130020 

Select the [Submit] button which will display

• The Contact History Summary screen with the results found
• If no match is found a warning message will be displayed

When you have found the Contact History record you wish to view select the View Record icon on the right.

You will be presented with the Contact History Details screen. All fields are ‘view only’ with the exception of the following which you can amend if required

• Contact storage ref
• Recorded in error

You will complete the ‘Recorded in error’ field if you made a Contact History note that is not necessary. Completing this field will not

• Remove the note

• Inhibit access to it

To save the changes you must

• Select the [Save] button

If a record has been noted as ‘Recorded in error’, this indicator can only be viewed on the Contact History Details screen.

You can use the [Forward / back] button to view the results displayed on the Contact History.

Note: If there has been a manual update to the system which resulted in an output and there is an agent acting, you could see up to 3 Contact History entries.